Institutional Ownership Innovator U.S. Equity Buffer E (BJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJAN). We have compiled data on the 114 institutions that hold shares in the stock, with a total of 3.78 Million shares, which have been reported (via 13F filing form) to have a value of $179 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
6,595
shares
|
$311,745
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
6,594
shares
|
$311,698
0.01% of portfolio
|
Q2 2024
Reduced 65.21%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
6,575
shares
|
$310,800
0.03% of portfolio
|
Q1 2024
Added 22.9%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
6,166
shares
|
$291,466
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
5,955
shares
|
$281,492
0.2% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2024 Q3 2024 |
5,892
shares
|
$278,514
0.2% of portfolio
|
Q1 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
5,712
shares
|
$270,006
0.0% of portfolio
|
Q3 2024
Added 13831.71%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
5,208
shares
|
$246,182
0.01% of portfolio
|
Q4 2023
Added 42.68%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
4,690
shares
|
$221,696
0.02% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
4,681
shares
|
$221,270
0.06% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
4,420
shares
|
$208,933
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
4,380
shares
|
$207,042
0.01% of portfolio
|
Q1 2024
Added 25.65%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,320
shares
|
$204,206
0.0% of portfolio
|
Q3 2024
Reduced 21.08%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
3,500
shares
|
$165,445
0.06% of portfolio
|
Q1 2020
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
3,500
shares
|
$165,445
0.03% of portfolio
|
Q1 2024
Reduced 18.6%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
3,067
shares
|
$144,977
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,015
shares
|
$142,519
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
2,751
shares
|
$130,039
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
2,296
shares
|
$108,531
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
2,162
shares
|
$102,197
0.0% of portfolio
|
Q2 2024
Added 5173.17%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$94,540
0.0% of portfolio
|
Q2 2024
Reduced 37.98%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,716
shares
|
$81,115
0.0% of portfolio
|
Q2 2023
Reduced 75.36%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
1,650
shares
|
$77,995
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,090
shares
|
$51,524
0.0% of portfolio
|
Q4 2021
Reduced 38.53%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,031
shares
|
$48,735
0.05% of portfolio
|
Q3 2022
Added 0.1%
|