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 |
|---|---|---|---|---|---|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
37,702
shares
|
$1.52 Million
1.04% of portfolio
|
Q3 2024
Added 34.03%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
36,943
shares
|
$1.49 Million
0.02% of portfolio
|
Q2 2024
Reduced 20.56%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
35,770
shares
|
$1.44 Million
0.2% of portfolio
|
Q3 2024
Added 11.05%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
35,215
shares
|
$1.42 Million
0.42% of portfolio
|
Q3 2023
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
33,030
shares
|
$1.33 Million
0.11% of portfolio
|
Q2 2024
Added 2.94%
|
|
|
O Donnell Financial Services, LLC
|
Oct 22, 2024 Q3 2024 |
33,000
shares
|
$1.33 Million
0.63% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
32,995
shares
|
$1.33 Million
0.22% of portfolio
|
Q3 2024
Added 22.59%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
31,681
shares
|
$1.28 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
31,329
shares
|
$1.26 Million
0.05% of portfolio
|
Q1 2024
Reduced 2.54%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
30,653
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Delta Investment Management, LLC
|
Aug 13, 2024 Q2 2024 |
30,649
shares
|
$1.24 Million
0.3% of portfolio
|
Q2 2024
Reduced 59.67%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
30,554
shares
|
$1.23 Million
0.26% of portfolio
|
Q1 2024
Reduced 14.01%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
30,175
shares
|
$1.22 Million
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
28,495
shares
|
$1.15 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
27,997
shares
|
$1.13 Million
0.63% of portfolio
|
Q3 2024
Added 71.87%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 08, 2024 Q2 2024 |
27,825
shares
|
$1.12 Million
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
27,712
shares
|
$1.12 Million
0.43% of portfolio
|
Q3 2024
Added 60.86%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
27,134
shares
|
$1.09 Million
0.09% of portfolio
|
Q3 2023
Added 33.46%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
27,018
shares
|
$1.09 Million
1.09% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 09, 2024 Q2 2024 |
26,955
shares
|
$1.09 Million
0.14% of portfolio
|
Q3 2023
Added 21.02%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
26,876
shares
|
$1.08 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
26,190
shares
|
$1.06 Million
0.37% of portfolio
|
Q4 2023
Reduced 0.61%
|
|
|
Kearns & Associates LLC
|
Oct 29, 2024 Q3 2024 |
25,755
shares
|
$1.04 Million
0.69% of portfolio
|
Q3 2024
Added 300.54%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
25,089
shares
|
$1.01 Million
0.05% of portfolio
|
Q2 2024
Reduced 31.72%
|
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
23,424
shares
|
$944,221
0.01% of portfolio
|
Q2 2024
Reduced 37.53%
|