Institutional Ownership Innovator U.S. Equity Power Bu (PJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUN). We have compiled data on the 152 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $372 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
87,485
shares
|
$3.12 Million
0.03% of portfolio
|
Q1 2024
Reduced 7.41%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
84,336
shares
|
$3 Million
0.0% of portfolio
|
Q1 2024
Reduced 51.91%
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 29, 2024 Q1 2024 |
83,685
shares
|
$2.98 Million
2.16% of portfolio
|
Q1 2024
Reduced 36.21%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
79,963
shares
|
$2.85 Million
0.07% of portfolio
|
Q1 2024
Reduced 12.56%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
75,883
shares
|
$2.7 Million
0.01% of portfolio
|
Q1 2024
Reduced 10.47%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
75,297
shares
|
$2.68 Million
0.17% of portfolio
|
Q4 2023
Added 3.28%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
72,805
shares
|
$2.59 Million
0.0% of portfolio
|
Q1 2024
Added 55.32%
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
71,992
shares
|
$2.56 Million
0.06% of portfolio
|
Q1 2024
Added 156.81%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
68,548
shares
|
$2.44 Million
0.18% of portfolio
|
Q1 2024
Reduced 4.27%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
63,931
shares
|
$2.28 Million
0.01% of portfolio
|
Q1 2024
Reduced 23.7%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
61,934
shares
|
$2.21 Million
0.01% of portfolio
|
Q1 2024
Reduced 30.73%
|
|
Balboa Wealth Partners
Newport Beach, CA |
May 13, 2024 Q1 2024 |
60,463
shares
|
$2.15 Million
0.67% of portfolio
|
Q1 2024
Reduced 0.9%
|
|
Stratos Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
54,463
shares
|
$1.94 Million
0.12% of portfolio
|
Q1 2024
Reduced 4.41%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 19, 2024 Q1 2024 |
52,552
shares
|
$1.87 Million
0.82% of portfolio
|
Q1 2024
Reduced 5.74%
|
|
Advisory Alpha, LLC
|
May 06, 2024 Q1 2024 |
52,466
shares
|
$1.87 Million
0.07% of portfolio
|
Q1 2024
Reduced 3.36%
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
52,079
shares
|
$1.86 Million
0.03% of portfolio
|
Q1 2024
Reduced 38.34%
|
|
Wealth Alliance
Mellville, NY |
May 10, 2024 Q1 2024 |
50,366
shares
|
$1.79 Million
0.23% of portfolio
|
Q1 2024
Added 1.1%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
48,888
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2024
Reduced 93.21%
|
|
Castle Rock Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
44,049
shares
|
$1.57 Million
0.41% of portfolio
|
Q1 2024
Reduced 8.24%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Jun 21, 2024 Q1 2024 |
43,250
shares
|
$1.54 Million
0.7% of portfolio
|
Q4 2023
Reduced 0.32%
|
|
Outlook Wealth Advisors, LLC
|
Apr 22, 2024 Q1 2024 |
39,922
shares
|
$1.42 Million
0.48% of portfolio
|
Q1 2024
Reduced 88.12%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
39,338
shares
|
$1.4 Million
0.02% of portfolio
|
Q1 2024
Reduced 12.64%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
37,853
shares
|
$1.35 Million
0.02% of portfolio
|
Q1 2024
Reduced 59.66%
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Apr 24, 2024 Q1 2024 |
35,240
shares
|
$1.26 Million
0.23% of portfolio
|
Q4 2023
Reduced 2.87%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 11, 2024 Q1 2024 |
33,706
shares
|
$1.2 Million
0.04% of portfolio
|
Q1 2024
Added 248.17%
|