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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,153
shares
|
$81,361
0.0% of portfolio
|
Q3 2024
Added 480.32%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
1,990
shares
|
$75,202
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,593
shares
|
$60,199
0.0% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
1,254
shares
|
$47,388
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,000
shares
|
$37,790
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
982
shares
|
$37,109
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
490
shares
|
$18,517
0.01% of portfolio
|
Q2 2023
Added 35.73%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
476
shares
|
$17,988
0.0% of portfolio
|
Q2 2024
Added 6.73%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
430
shares
|
$16,249
0.0% of portfolio
|
Q2 2024
Reduced 71.33%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
350
shares
|
$13,226
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
330
shares
|
$12,470
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
327
shares
|
$12,357
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
272
shares
|
$10,278
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
55
shares
|
$2,078
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
18
shares
|
$680
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|