Institutional Ownership Innovator U.S. Equity Power Bu (PJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUL). We have compiled data on the 248 institutions that hold shares in the stock, with a total of 19.9 Million shares, which have been reported (via 13F filing form) to have a value of $814 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
152,870
shares
|
$6.26 Million
1.51% of portfolio
|
Q3 2024
Added 25.2%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
152,351
shares
|
$6.23 Million
1.51% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
152,109
shares
|
$6.22 Million
0.01% of portfolio
|
Q3 2024
Added 38.76%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
142,829
shares
|
$5.84 Million
2.36% of portfolio
|
Q2 2024
Reduced 7.93%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
140,362
shares
|
$5.74 Million
0.07% of portfolio
|
Q3 2024
Added 499.22%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
140,357
shares
|
$5.74 Million
0.14% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
139,211
shares
|
$5.7 Million
0.2% of portfolio
|
Q3 2024
Added 102.07%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
136,367
shares
|
$5.58 Million
1.46% of portfolio
|
Q3 2023
New holding
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Oct 04, 2024 Q3 2024 |
135,400
shares
|
$5.54 Million
3.35% of portfolio
|
Q2 2024
Reduced 66.47%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
134,732
shares
|
$5.51 Million
1.83% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
134,580
shares
|
$5.51 Million
0.0% of portfolio
|
Q3 2024
Reduced 28.58%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
122,806
shares
|
$5.03 Million
0.05% of portfolio
|
Q3 2024
Added 85.26%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
121,730
shares
|
$4.98 Million
1.72% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
120,684
shares
|
$4.94 Million
0.6% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
119,714
shares
|
$4.9 Million
0.06% of portfolio
|
Q3 2024
Added 35.88%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
114,896
shares
|
$4.7 Million
0.54% of portfolio
|
Q2 2024
Added 11.27%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
113,110
shares
|
$4.63 Million
1.65% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
104,586
shares
|
$4.28 Million
0.02% of portfolio
|
Q3 2024
Added 98.8%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
95,007
shares
|
$3.89 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
94,038
shares
|
$3.85 Million
0.01% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
89,142
shares
|
$3.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
87,345
shares
|
$3.57 Million
1.05% of portfolio
|
Q3 2024
Added 41.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
85,925
shares
|
$3.52 Million
0.08% of portfolio
|
Q3 2024
Added 75.16%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
85,291
shares
|
$3.49 Million
0.04% of portfolio
|
Q3 2024
Added 13.19%
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
84,914
shares
|
$3.47 Million
1.55% of portfolio
|
Q3 2024
Added 2.33%
|