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 166 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $514 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
23,912
shares
|
$903,634
0.01% of portfolio
|
Q2 2024
Added 5.4%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
22,310
shares
|
$843,094
0.03% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
21,447
shares
|
$810,482
0.43% of portfolio
|
Q2 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
21,077
shares
|
$796,499
0.01% of portfolio
|
Q3 2024
Reduced 13.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
20,916
shares
|
$790,415
0.01% of portfolio
|
Q3 2024
Reduced 17.01%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
20,848
shares
|
$787,845
0.07% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
20,830
shares
|
$787,165
0.02% of portfolio
|
Q2 2024
Added 16.65%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
20,722
shares
|
$783,084
0.55% of portfolio
|
Q2 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,982
shares
|
$755,119
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
19,559
shares
|
$739,134
0.0% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
19,194
shares
|
$725,341
0.06% of portfolio
|
Q2 2024
Reduced 14.67%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
18,196
shares
|
$687,626
0.28% of portfolio
|
Q3 2023
Reduced 1.72%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
18,039
shares
|
$681,693
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
17,564
shares
|
$663,743
0.64% of portfolio
|
Q3 2024
Added 53.79%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
17,452
shares
|
$659,511
0.02% of portfolio
|
Q1 2024
Added 1.16%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
17,437
shares
|
$658,944
0.29% of portfolio
|
Q2 2024
Added 15.03%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
16,587
shares
|
$626,822
0.0% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
16,547
shares
|
$625,311
0.15% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
15,936
shares
|
$602,221
0.25% of portfolio
|
Q2 2024
Added 63.88%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
15,585
shares
|
$588,957
0.16% of portfolio
|
Q2 2024
Reduced 13.66%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
15,335
shares
|
$579,509
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
14,944
shares
|
$564,733
0.07% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
14,784
shares
|
$558,687
0.05% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
14,600
shares
|
$551,734
0.27% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
14,455
shares
|
$546,254
0.02% of portfolio
|
Q3 2024
Added 43.05%
|