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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
23,107
shares
|
$931,443
0.02% of portfolio
|
Q1 2024
Reduced 49.26%
|
|
|
Bellwether Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
23,076
shares
|
$930,193
0.2% of portfolio
|
Q2 2024
Reduced 33.88%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 09, 2024 Q2 2024 |
22,461
shares
|
$905,402
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
22,328
shares
|
$900,041
0.1% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
22,141
shares
|
$892,503
0.03% of portfolio
|
Q3 2024
Added 15.29%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
21,982
shares
|
$886,094
0.02% of portfolio
|
Q3 2024
Reduced 26.43%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
20,785
shares
|
$837,843
0.11% of portfolio
|
Q2 2023
Added 27.87%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
20,370
shares
|
$821,114
0.01% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
20,105
shares
|
$810,432
0.07% of portfolio
|
Q2 2024
Added 1.39%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
19,395
shares
|
$781,812
0.23% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 05, 2024 Q2 2024 |
19,393
shares
|
$781,731
0.11% of portfolio
|
Q2 2024
Added 48.11%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
19,338
shares
|
$779,514
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Orion Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
18,877
shares
|
$760,931
0.4% of portfolio
|
Q2 2024
Added 17.1%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
18,853
shares
|
$759,964
0.07% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Alera Investment Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
18,611
shares
|
$750,209
0.09% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
18,605
shares
|
$749,967
0.23% of portfolio
|
Q3 2024
Added 39.31%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
18,605
shares
|
$749,967
0.15% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
18,384
shares
|
$741,059
0.06% of portfolio
|
Q4 2023
Reduced 16.41%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
18,205
shares
|
$733,843
0.06% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
16,693
shares
|
$672,894
0.01% of portfolio
|
Q2 2024
Reduced 23.23%
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
16,676
shares
|
$672,209
0.01% of portfolio
|
Q2 2024
Added 133.72%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
15,805
shares
|
$637,099
0.03% of portfolio
|
Q3 2024
Reduced 35.88%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
15,430
shares
|
$621,983
0.28% of portfolio
|
Q3 2024
Added 16.43%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 12, 2024 Q2 2024 |
15,394
shares
|
$620,532
0.3% of portfolio
|
Q2 2024
Reduced 17.33%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
15,337
shares
|
$618,234
0.03% of portfolio
|
Q2 2024
New holding
|