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 169 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $468 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
8,909
shares
|
$347,272
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
8,800
shares
|
$343,024
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
7,950
shares
|
$309,891
0.13% of portfolio
|
Q1 2025
Reduced 14.52%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
7,750
shares
|
$302,095
0.1% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
7,620
shares
|
$297,027
0.02% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
7,599
shares
|
$296,209
0.01% of portfolio
|
Q2 2024
Added 4.35%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
7,355
shares
|
$286,697
0.02% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
7,192
shares
|
$280,344
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
7,147
shares
|
$278,590
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
6,685
shares
|
$260,581
0.18% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
6,398
shares
|
$249,394
0.14% of portfolio
|
Q4 2023
Reduced 6.72%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
6,397
shares
|
$249,355
0.11% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
6,294
shares
|
$245,340
0.03% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
6,251
shares
|
$243,663
0.01% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
6,077
shares
|
$236,881
0.01% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
6,005
shares
|
$234,074
0.06% of portfolio
|
Q1 2024
Reduced 44.34%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
5,444
shares
|
$212,207
0.02% of portfolio
|
Q1 2025
Reduced 18.96%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
4,701
shares
|
$183,244
0.01% of portfolio
|
Q1 2025
Reduced 10.97%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
4,115
shares
|
$160,402
0.0% of portfolio
|
Q2 2024
Added 322.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,949
shares
|
$153,932
0.0% of portfolio
|
Q3 2024
Reduced 41.01%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
3,400
shares
|
$132,532
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
3,326
shares
|
$129,647
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
2,802
shares
|
$109,221
0.14% of portfolio
|
Q4 2024
Reduced 31.46%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
2,084
shares
|
$81,234
0.01% of portfolio
|
Q1 2025
Reduced 59.01%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
2,000
shares
|
$77,960
0.06% of portfolio
|
Q1 2025
New holding
|