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 249 institutions that hold shares in the stock, with a total of 19.9 Million shares, which have been reported (via 13F filing form) to have a value of $827 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
18,605
shares
|
$773,037
0.15% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
18,605
shares
|
$773,037
0.23% of portfolio
|
Q3 2024
Added 39.31%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
18,577
shares
|
$771,874
0.37% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
18,384
shares
|
$763,855
0.06% of portfolio
|
Q4 2023
Reduced 16.41%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
18,205
shares
|
$756,417
0.06% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
18,036
shares
|
$749,395
0.01% of portfolio
|
Q3 2024
Added 8.05%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
17,384
shares
|
$722,305
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
15,805
shares
|
$656,697
0.03% of portfolio
|
Q3 2024
Reduced 35.88%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
15,430
shares
|
$641,116
0.28% of portfolio
|
Q3 2024
Added 16.43%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
15,371
shares
|
$638,665
0.01% of portfolio
|
Q3 2024
Added 112.45%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
15,053
shares
|
$625,452
0.38% of portfolio
|
Q3 2024
Added 49.95%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
14,831
shares
|
$616,228
0.46% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
14,603
shares
|
$606,754
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
14,575
shares
|
$605,591
0.02% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
14,538
shares
|
$604,053
0.05% of portfolio
|
Q3 2024
Added 81.61%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
14,250
shares
|
$592,087
0.11% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
14,091
shares
|
$585,481
0.06% of portfolio
|
Q3 2024
Added 64.48%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
13,987
shares
|
$581,159
0.05% of portfolio
|
Q3 2024
Added 75.54%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
13,798
shares
|
$573,306
0.0% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
13,594
shares
|
$564,830
0.32% of portfolio
|
Q2 2023
Reduced 4.66%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
13,483
shares
|
$560,218
0.05% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
13,296
shares
|
$552,448
0.07% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Oct 01, 2024 Q2 2024 |
12,771
shares
|
$530,635
0.18% of portfolio
|
Q2 2024
Reduced 4.66%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
12,677
shares
|
$526,729
0.1% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
12,607
shares
|
$523,820
0.0% of portfolio
|
Q3 2024
Reduced 1.01%
|