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 18.7 Million shares, which have been reported (via 13F filing form) to have a value of $783 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
41,562
shares
|
$1.74 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
41,491
shares
|
$1.74 Million
0.92% of portfolio
|
Q3 2024
Added 8.3%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
40,652
shares
|
$1.7 Million
0.13% of portfolio
|
Q3 2024
Added 533.11%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
40,633
shares
|
$1.7 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
40,222
shares
|
$1.68 Million
0.06% of portfolio
|
Q2 2024
Added 48.57%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
39,077
shares
|
$1.63 Million
0.06% of portfolio
|
Q3 2024
Added 24.73%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
38,510
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
37,702
shares
|
$1.58 Million
1.04% of portfolio
|
Q3 2024
Added 34.03%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
36,166
shares
|
$1.51 Million
0.12% of portfolio
|
Q3 2024
Added 9.49%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
35,215
shares
|
$1.47 Million
0.42% of portfolio
|
Q3 2023
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
34,994
shares
|
$1.46 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
32,972
shares
|
$1.38 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
32,570
shares
|
$1.36 Million
0.16% of portfolio
|
Q3 2024
Added 20.83%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
31,681
shares
|
$1.32 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
31,013
shares
|
$1.3 Million
0.42% of portfolio
|
Q4 2024
Added 78.4%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
30,653
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
30,355
shares
|
$1.27 Million
0.2% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
30,318
shares
|
$1.27 Million
0.17% of portfolio
|
Q3 2024
Added 56.33%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
30,175
shares
|
$1.26 Million
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
29,975
shares
|
$1.25 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
29,948
shares
|
$1.25 Million
0.25% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
29,906
shares
|
$1.25 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.81%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
28,584
shares
|
$1.2 Million
0.18% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
27,682
shares
|
$1.16 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
27,134
shares
|
$1.13 Million
0.09% of portfolio
|
Q3 2023
Added 33.46%
|