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 |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
7,475
shares
|
$301,317
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
7,235
shares
|
$291,642
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Act Advisors, Llc.
|
Oct 18, 2024 Q3 2024 |
7,218
shares
|
$290,957
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
7,163
shares
|
$288,740
0.14% of portfolio
|
Q2 2023
Reduced 18.84%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
6,977
shares
|
$281,242
0.04% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
6,910
shares
|
$278,542
0.21% of portfolio
|
Q3 2023
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
6,624
shares
|
$267,013
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
6,505
shares
|
$262,216
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
6,493
shares
|
$261,732
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
6,488
shares
|
$261,531
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
6,421
shares
|
$258,830
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
5,983
shares
|
$241,174
0.02% of portfolio
|
Q2 2024
Added 0.74%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
5,970
shares
|
$240,650
0.01% of portfolio
|
Q1 2024
Reduced 72.56%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
5,929
shares
|
$238,997
0.01% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
5,870
shares
|
$236,619
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 05, 2024 Q2 2024 |
5,848
shares
|
$235,732
0.12% of portfolio
|
Q1 2024
Reduced 1.18%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
5,845
shares
|
$235,611
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
5,748
shares
|
$231,701
0.03% of portfolio
|
Q2 2024
Reduced 11.13%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 09, 2024 Q3 2024 |
5,732
shares
|
$231,056
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
5,694
shares
|
$229,525
0.01% of portfolio
|
Q2 2024
Reduced 9.65%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
5,672
shares
|
$228,638
0.01% of portfolio
|
Q2 2024
Reduced 13.01%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
5,560
shares
|
$224,123
0.01% of portfolio
|
Q2 2024
Reduced 39.96%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
5,442
shares
|
$219,367
0.0% of portfolio
|
Q2 2024
Reduced 77.4%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,416
shares
|
$218,318
0.0% of portfolio
|
Q3 2024
Reduced 8.59%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
5,357
shares
|
$215,940
0.02% of portfolio
|
Q2 2024
New holding
|