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 222 institutions that hold shares in the stock, with a total of 16.1 Million shares, which have been reported (via 13F filing form) to have a value of $641 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Signaturefd, LLC
Atlanta, GA |
Jul 29, 2024 Q2 2024 |
3,275
shares
|
$130,476
0.0% of portfolio
|
Q2 2024
New holding
|
|
Integrity Financial Corp
|
Jul 30, 2024 Q2 2024 |
3,139
shares
|
$125,057
0.08% of portfolio
|
Q4 2023
Reduced 12.05%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
2,429
shares
|
$96,771
0.0% of portfolio
|
Q4 2023
New holding
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
2,422
shares
|
$96,492
0.0% of portfolio
|
Q1 2022
New holding
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 18, 2024 Q2 2024 |
2,000
shares
|
$79,680
0.03% of portfolio
|
Q4 2023
New holding
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 14, 2024 Q2 2024 |
1,900
shares
|
$75,696
0.02% of portfolio
|
Q2 2023
New holding
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
1,866
shares
|
$74,341
0.01% of portfolio
|
Q2 2024
Reduced 33.83%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,473
shares
|
$58,684
0.0% of portfolio
|
Q2 2024
New holding
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,325
shares
|
$52,788
0.0% of portfolio
|
Q3 2022
Added 307.69%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
1,145
shares
|
$45,616
0.0% of portfolio
|
Q2 2024
New holding
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
618
shares
|
$24,621
0.02% of portfolio
|
Q3 2023
Reduced 33.83%
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
495
shares
|
$19,720
0.01% of portfolio
|
Q3 2023
Reduced 75.25%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
345
shares
|
$13,744
0.0% of portfolio
|
Q2 2023
Reduced 75.0%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
341
shares
|
$13,585
0.0% of portfolio
|
Q1 2023
New holding
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
319
shares
|
$12,708
0.01% of portfolio
|
Q1 2024
New holding
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
190
shares
|
$7,569
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
150
shares
|
$5,976
0.0% of portfolio
|
Q4 2023
Added 50.0%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
60
shares
|
$2,390
0.0% of portfolio
|
Q1 2024
New holding
|
|
Mascoma Wealth Management LLC
|
Aug 02, 2024 Q2 2024 |
58
shares
|
$2,310
0.0% of portfolio
|
Q2 2024
New holding
|
|
Rothschild Investment LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
52
shares
|
$2,071
0.0% of portfolio
|
Q2 2024
New holding
|
|
Tsfg, LLC
|
Jul 16, 2024 Q2 2024 |
17
shares
|
$677
0.0% of portfolio
|
Q4 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|