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 250 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 $784 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
26,876
shares
|
$1.12 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
26,512
shares
|
$1.11 Million
0.25% of portfolio
|
Q3 2024
Reduced 13.5%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
26,429
shares
|
$1.11 Million
0.07% of portfolio
|
Q4 2024
Reduced 53.99%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
25,885
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kearns & Associates LLC
|
Jan 23, 2025 Q4 2024 |
25,755
shares
|
$1.08 Million
0.69% of portfolio
|
Q3 2024
Added 300.54%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
25,738
shares
|
$1.08 Million
1.27% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
25,298
shares
|
$1.06 Million
0.05% of portfolio
|
Q3 2024
Added 64.95%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
25,025
shares
|
$1.05 Million
0.13% of portfolio
|
Q3 2024
Added 127.6%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
23,619
shares
|
$987,746
0.03% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
23,410
shares
|
$979,006
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
23,306
shares
|
$974,656
0.03% of portfolio
|
Q4 2024
Reduced 63.56%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
23,107
shares
|
$966,334
0.02% of portfolio
|
Q1 2024
Reduced 49.26%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
23,083
shares
|
$965,331
0.18% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
22,777
shares
|
$952,534
0.45% of portfolio
|
Q4 2024
Reduced 18.64%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
22,461
shares
|
$939,319
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
20,785
shares
|
$869,228
0.11% of portfolio
|
Q2 2023
Added 27.87%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
20,370
shares
|
$851,873
0.01% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
20,305
shares
|
$849,155
0.0% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
19,338
shares
|
$808,715
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
19,275
shares
|
$806,080
0.24% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
19,190
shares
|
$802,525
0.27% of portfolio
|
Q4 2024
Reduced 26.73%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
18,849
shares
|
$788,265
0.07% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
18,605
shares
|
$778,061
0.23% of portfolio
|
Q3 2024
Added 39.31%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
18,605
shares
|
$778,061
0.16% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
18,577
shares
|
$776,890
0.37% of portfolio
|
Q3 2024
Reduced 1.59%
|