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 |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,211
shares
|
$348,083
0.0% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
9,200
shares
|
$347,668
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
8,909
shares
|
$336,671
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
8,800
shares
|
$332,552
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
7,978
shares
|
$301,488
0.02% of portfolio
|
Q4 2023
Reduced 4.68%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
7,938
shares
|
$299,977
0.07% of portfolio
|
Q3 2023
Reduced 16.93%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
7,750
shares
|
$292,872
0.11% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
7,709
shares
|
$291,323
0.01% of portfolio
|
Q3 2024
Reduced 24.76%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
7,599
shares
|
$287,166
0.01% of portfolio
|
Q2 2024
Added 4.35%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
7,331
shares
|
$277,038
0.02% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
7,192
shares
|
$271,785
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
7,080
shares
|
$267,553
0.02% of portfolio
|
Q2 2024
Added 26.88%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
6,908
shares
|
$261,053
0.02% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
6,612
shares
|
$249,867
0.02% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
6,454
shares
|
$243,896
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
6,409
shares
|
$242,196
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
6,398
shares
|
$241,780
0.15% of portfolio
|
Q4 2023
Reduced 6.72%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
6,397
shares
|
$241,742
0.11% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
6,360
shares
|
$240,344
0.01% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
6,005
shares
|
$226,928
0.06% of portfolio
|
Q1 2024
Reduced 44.34%
|
|
|
Mitchell Capital Management CO
|
Nov 12, 2024 Q3 2024 |
5,600
shares
|
$211,624
0.04% of portfolio
|
Q3 2024
Reduced 29.38%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
5,084
shares
|
$192,124
0.01% of portfolio
|
Q2 2024
Added 271.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
4,115
shares
|
$155,505
0.0% of portfolio
|
Q2 2024
Added 322.05%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
4,088
shares
|
$154,485
0.12% of portfolio
|
Q3 2024
Added 166.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,949
shares
|
$149,232
0.0% of portfolio
|
Q3 2024
Reduced 41.01%
|