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 268 institutions that hold shares in the stock, with a total of 18.1 Million shares, which have been reported (via 13F filing form) to have a value of $734 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
75,496
shares
|
$3.06 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
71,598
shares
|
$2.9 Million
0.97% of portfolio
|
Q4 2024
Reduced 46.86%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
68,900
shares
|
$2.79 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
68,083
shares
|
$2.76 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
67,253
shares
|
$2.72 Million
0.96% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
61,502
shares
|
$2.49 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
59,777
shares
|
$2.42 Million
1.02% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
59,324
shares
|
$2.4 Million
0.05% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
59,019
shares
|
$2.39 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Feb 04, 2025 Q4 2024 |
58,953
shares
|
$2.39 Million
2.05% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
57,613
shares
|
$2.33 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
56,016
shares
|
$2.27 Million
0.02% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
55,691
shares
|
$2.26 Million
0.03% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
55,045
shares
|
$2.23 Million
0.03% of portfolio
|
Q4 2024
Reduced 15.61%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
54,805
shares
|
$2.22 Million
0.56% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
54,652
shares
|
$2.21 Million
0.07% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
53,574
shares
|
$2.17 Million
0.05% of portfolio
|
Q1 2024
Reduced 5.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
53,532
shares
|
$2.17 Million
0.06% of portfolio
|
Q2 2020
Reduced 1.44%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
46,235
shares
|
$1.87 Million
0.07% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
46,185
shares
|
$1.87 Million
0.47% of portfolio
|
Q3 2024
Added 246.27%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
45,089
shares
|
$1.83 Million
0.48% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
44,137
shares
|
$1.79 Million
0.22% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
43,212
shares
|
$1.75 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
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
|
Jan 23, 2025 Q4 2024 |
41,562
shares
|
$1.68 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.97%
|