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 235 institutions that hold shares in the stock, with a total of 17.5 Million shares, which have been reported (via 13F filing form) to have a value of $703 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
69,000
shares
|
$2.78 Million
0.54% of portfolio
|
Q3 2024
Added 43.21%
|
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
68,892
shares
|
$2.78 Million
0.11% of portfolio
|
Q2 2024
Reduced 57.44%
|
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
66,287
shares
|
$2.67 Million
0.03% of portfolio
|
Q2 2024
Added 593.45%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
63,964
shares
|
$2.58 Million
0.08% of portfolio
|
Q3 2024
Added 128.18%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
62,256
shares
|
$2.51 Million
0.51% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
62,024
shares
|
$2.5 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
61,868
shares
|
$2.49 Million
1.89% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 13, 2024 Q2 2024 |
60,678
shares
|
$2.45 Million
1.08% of portfolio
|
Q2 2024
Added 4.95%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
58,269
shares
|
$2.35 Million
1.0% of portfolio
|
Q3 2024
Added 68.4%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
57,448
shares
|
$2.32 Million
0.16% of portfolio
|
Q3 2024
Reduced 13.16%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
56,867
shares
|
$2.29 Million
0.05% of portfolio
|
Q3 2024
Reduced 56.76%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
53,574
shares
|
$2.16 Million
0.05% of portfolio
|
Q1 2024
Reduced 5.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
53,532
shares
|
$2.16 Million
0.06% of portfolio
|
Q2 2020
Reduced 1.44%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
48,567
shares
|
$1.96 Million
0.02% of portfolio
|
Q2 2024
Added 7.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
47,415
shares
|
$1.91 Million
0.01% of portfolio
|
Q2 2024
Reduced 35.02%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
46,169
shares
|
$1.86 Million
0.48% of portfolio
|
Q2 2024
Added 31.46%
|
|
|
Berkshire Money Management, Inc.
|
Oct 16, 2024 Q3 2024 |
44,137
shares
|
$1.78 Million
0.23% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Pillar Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
43,199
shares
|
$1.74 Million
2.48% of portfolio
|
Q2 2024
Reduced 12.94%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
43,065
shares
|
$1.74 Million
0.42% of portfolio
|
Q1 2023
Added 23.52%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
41,562
shares
|
$1.68 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
41,491
shares
|
$1.67 Million
0.92% of portfolio
|
Q3 2024
Added 8.3%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
40,890
shares
|
$1.65 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
40,222
shares
|
$1.62 Million
0.06% of portfolio
|
Q2 2024
Added 48.57%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 15, 2024 Q2 2024 |
40,147
shares
|
$1.62 Million
1.1% of portfolio
|
Q2 2024
Reduced 17.67%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
39,881
shares
|
$1.61 Million
0.01% of portfolio
|
Q2 2024
Added 2.22%
|