Institutional Ownership Innovator U.S. Equity Buffer E (BJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJUL). We have compiled data on the 109 institutions that hold shares in the stock, with a total of 3.44 Million shares, which have been reported (via 13F filing form) to have a value of $144 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
482,434
shares
|
$20.2 Million
0.03% of portfolio
|
Q1 2024
Reduced 2.42%
|
|
|
Berkshire Money Management, Inc.
|
May 08, 2024 Q1 2024 |
252,870
shares
|
$10.6 Million
1.33% of portfolio
|
Q1 2024
Reduced 88.55%
|
|
|
Integral Investment Advisors, Inc.
|
May 01, 2024 Q1 2024 |
244,159
shares
|
$10.2 Million
4.13% of portfolio
|
Q1 2024
Added 3.88%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
May 15, 2024 Q1 2024 |
221,416
shares
|
$9.25 Million
0.11% of portfolio
|
Q1 2024
Added 37.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
158,680
shares
|
$6.63 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
|
Accuvest Global Advisors
Provo, UT |
May 14, 2024 Q1 2024 |
152,636
shares
|
$6.38 Million
3.28% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
130,815
shares
|
$5.47 Million
0.01% of portfolio
|
Q1 2024
Added 5.69%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
95,439
shares
|
$3.99 Million
0.55% of portfolio
|
Q3 2022
Added 37.62%
|
|
|
Bellwether Advisors, LLC
|
May 06, 2024 Q1 2024 |
75,522
shares
|
$3.16 Million
0.69% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 09, 2024 Q1 2024 |
73,486
shares
|
$3.07 Million
0.38% of portfolio
|
Q1 2024
Reduced 79.9%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
60,592
shares
|
$2.53 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.77%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
57,888
shares
|
$2.42 Million
0.53% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
53,915
shares
|
$2.25 Million
0.15% of portfolio
|
Q4 2022
Added 6.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
53,090
shares
|
$2.22 Million
0.01% of portfolio
|
Q1 2024
Reduced 37.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
51,531
shares
|
$2.15 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
50,301
shares
|
$2.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 13.46%
|
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
45,483
shares
|
$1.9 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.13%
|
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
43,236
shares
|
$1.81 Million
0.03% of portfolio
|
Q1 2024
Reduced 2.13%
|
|
|
Marcum Wealth, LLC
|
Apr 10, 2024 Q1 2024 |
42,481
shares
|
$1.77 Million
0.18% of portfolio
|
Q1 2024
Reduced 74.34%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 23, 2024 Q1 2024 |
40,550
shares
|
$1.69 Million
1.75% of portfolio
|
Q1 2024
Added 0.26%
|
|
|
My Personal Cfo, LLC
|
Apr 24, 2024 Q1 2024 |
37,020
shares
|
$1.55 Million
0.92% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
May 30, 2024 Q1 2024 |
36,808
shares
|
$1.54 Million
1.15% of portfolio
|
Q1 2024
Added 9.94%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
35,660
shares
|
$1.49 Million
0.09% of portfolio
|
Q1 2024
Added 9.31%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
35,341
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2023
Added 24.7%
|
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
32,300
shares
|
$1.35 Million
0.04% of portfolio
|
Q1 2024
Added 0.01%
|
|