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 268 institutions that hold shares in the stock, with a total of 18.1 Million shares, which have been reported (via 13F filing form) to have a value of $737 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
10,022
shares
|
$407,594
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
10,016
shares
|
$407,350
0.02% of portfolio
|
Q4 2024
Reduced 14.86%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
9,983
shares
|
$406,008
0.0% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Mar 04, 2025 Q4 2024 |
9,875
shares
|
$401,616
0.13% of portfolio
|
Q4 2024
Reduced 22.13%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
9,817
shares
|
$399,257
0.01% of portfolio
|
Q4 2024
Reduced 36.13%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
9,654
shares
|
$392,628
0.18% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
9,245
shares
|
$375,994
0.33% of portfolio
|
Q4 2024
Reduced 7.96%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
9,161
shares
|
$372,577
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
8,851
shares
|
$359,970
0.13% of portfolio
|
Q4 2021
Reduced 26.58%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
8,726
shares
|
$354,886
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
8,456
shares
|
$343,905
0.11% of portfolio
|
Q1 2024
Reduced 24.69%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
8,400
shares
|
$341,628
0.26% of portfolio
|
Q3 2024
Reduced 26.32%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
8,327
shares
|
$338,659
0.0% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
7,938
shares
|
$322,838
0.0% of portfolio
|
Q4 2024
Reduced 69.33%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
7,648
shares
|
$311,044
0.03% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
7,624
shares
|
$310,068
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
7,572
shares
|
$307,953
0.02% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
7,463
shares
|
$303,520
0.03% of portfolio
|
Q4 2024
Reduced 66.58%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
7,163
shares
|
$291,319
0.16% of portfolio
|
Q2 2023
Reduced 18.84%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
6,977
shares
|
$283,754
0.04% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
6,810
shares
|
$276,962
0.18% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
6,505
shares
|
$264,558
0.3% of portfolio
|
Q4 2023
New holding
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
6,493
shares
|
$264,070
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
6,430
shares
|
$261,508
0.09% of portfolio
|
Q4 2024
Reduced 94.32%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
6,365
shares
|
$258,864
0.01% of portfolio
|
Q3 2024
New holding
|