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 222 institutions that hold shares in the stock, with a total of 16.1 Million shares, which have been reported (via 13F filing form) to have a value of $641 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
131,514
shares
|
$5.24 Million
0.13% of portfolio
|
Q2 2024
Reduced 25.72%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
130,123
shares
|
$5.18 Million
0.01% of portfolio
|
Q2 2024
Reduced 82.42%
|
|
Global Strategic Investment Solutions, LLC
|
Aug 14, 2024 Q2 2024 |
126,114
shares
|
$5.02 Million
0.63% of portfolio
|
Q2 2024
Added 3.68%
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 12, 2024 Q2 2024 |
122,099
shares
|
$4.86 Million
1.35% of portfolio
|
Q1 2024
Added 2.08%
|
|
Weaver Consulting Group
|
Jul 12, 2024 Q2 2024 |
119,337
shares
|
$4.75 Million
1.75% of portfolio
|
Q2 2024
Reduced 2.16%
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
114,896
shares
|
$4.58 Million
0.54% of portfolio
|
Q2 2024
Added 11.27%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
109,624
shares
|
$4.37 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.81%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
106,981
shares
|
$4.26 Million
0.01% of portfolio
|
Q2 2024
Reduced 11.38%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
97,098
shares
|
$3.87 Million
0.01% of portfolio
|
Q2 2024
Added 448.67%
|
|
Mc Adam, LLC
|
Jul 24, 2024 Q2 2024 |
91,696
shares
|
$3.65 Million
0.22% of portfolio
|
Q2 2024
Reduced 1.41%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
91,167
shares
|
$3.63 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
88,103
shares
|
$3.51 Million
0.04% of portfolio
|
Q2 2024
Reduced 8.84%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
86,075
shares
|
$3.43 Million
0.12% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
84,112
shares
|
$3.35 Million
0.21% of portfolio
|
Q2 2024
Added 17.91%
|
|
Elmwood Wealth Management, Inc.
|
Aug 13, 2024 Q2 2024 |
82,981
shares
|
$3.31 Million
1.56% of portfolio
|
Q2 2024
Reduced 9.81%
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
82,120
shares
|
$3.27 Million
0.23% of portfolio
|
Q1 2024
Reduced 1.15%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
77,964
shares
|
$3.11 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
75,355
shares
|
$3 Million
0.03% of portfolio
|
Q2 2024
Added 5.18%
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
68,892
shares
|
$2.74 Million
0.11% of portfolio
|
Q2 2024
Reduced 57.44%
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
66,287
shares
|
$2.64 Million
0.03% of portfolio
|
Q2 2024
Added 593.45%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
66,152
shares
|
$2.64 Million
0.19% of portfolio
|
Q2 2024
Reduced 3.76%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
65,398
shares
|
$2.61 Million
0.09% of portfolio
|
Q3 2023
Added 6.04%
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 05, 2024 Q2 2024 |
63,519
shares
|
$2.53 Million
1.9% of portfolio
|
Q2 2024
Added 122.79%
|
|
Weaver Capital Management LLC
Suwanee, GA |
Aug 02, 2024 Q2 2024 |
61,946
shares
|
$2.47 Million
0.77% of portfolio
|
Q2 2024
Reduced 28.56%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 19, 2024 Q2 2024 |
60,881
shares
|
$2.43 Million
1.03% of portfolio
|
Q2 2024
Added 22.35%
|