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 |
|---|---|---|---|---|---|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
1,990
shares
|
$77,570
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,629
shares
|
$63,498
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,593
shares
|
$62,095
0.0% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
1,235
shares
|
$48,140
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,000
shares
|
$38,980
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
911
shares
|
$35,510
0.02% of portfolio
|
Q4 2024
Added 202.66%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
879
shares
|
$34,263
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
490
shares
|
$19,100
0.01% of portfolio
|
Q2 2023
Added 35.73%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
446
shares
|
$17,385
0.0% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
430
shares
|
$16,761
0.0% of portfolio
|
Q2 2024
Reduced 71.33%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
350
shares
|
$13,642
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
330
shares
|
$12,863
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
272
shares
|
$10,602
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
138
shares
|
$5,379
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
133
shares
|
$5,184
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
125
shares
|
$4,872
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
31
shares
|
$1,208
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
18
shares
|
$701
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|