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 107 institutions that hold shares in the stock, with a total of 3.8 Million shares, which have been reported (via 13F filing form) to have a value of $166 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
28,460
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2024
Reduced 19.47%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
27,876
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2024
Added 7.14%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
27,811
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
27,359
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2024
Added 70.64%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
25,770
shares
|
$1.12 Million
0.12% of portfolio
|
Q1 2024
Added 45.59%
|
|
Cornerstone Wealth Group, LLC
|
Jul 24, 2024 Q2 2024 |
24,847
shares
|
$1.08 Million
0.09% of portfolio
|
Q1 2024
Reduced 8.62%
|
|
Global Trust Asset Management, LLC
|
Jul 11, 2024 Q2 2024 |
24,450
shares
|
$1.07 Million
0.42% of portfolio
|
Q3 2023
Added 52.81%
|
|
Gradient Investments LLC
|
Jul 18, 2024 Q2 2024 |
24,228
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2024
Reduced 19.49%
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 08, 2024 Q2 2024 |
23,862
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2023
Reduced 0.81%
|
|
Lantz Financial LLC
|
Aug 07, 2024 Q2 2024 |
22,900
shares
|
$997,753
0.31% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 05, 2024 Q2 2024 |
21,612
shares
|
$941,634
0.48% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
Bcgm Wealth Management, LLC
|
Jul 30, 2024 Q2 2024 |
21,452
shares
|
$934,663
0.33% of portfolio
|
Q1 2023
Reduced 22.98%
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
20,329
shares
|
$885,734
0.4% of portfolio
|
Q2 2024
Reduced 23.09%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
19,017
shares
|
$828,570
0.03% of portfolio
|
Q2 2024
Added 0.73%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
18,706
shares
|
$815,020
0.0% of portfolio
|
Q2 2024
Reduced 4.13%
|
|
Secure Asset Management, LLC
|
Jul 24, 2024 Q2 2024 |
18,635
shares
|
$811,926
0.15% of portfolio
|
Q2 2024
Added 8.86%
|
|
Bcs Wealth Management
|
Jul 16, 2024 Q2 2024 |
18,063
shares
|
$787,004
0.37% of portfolio
|
Q2 2024
Reduced 2.62%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
16,503
shares
|
$719,035
0.0% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
16,037
shares
|
$698,732
0.0% of portfolio
|
Q2 2024
Reduced 2.52%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
15,530
shares
|
$676,642
0.0% of portfolio
|
Q3 2022
Added 6.15%
|
|
Outlook Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
14,942
shares
|
$651,022
0.23% of portfolio
|
Q1 2024
Reduced 5.06%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
14,011
shares
|
$610,459
0.0% of portfolio
|
Q3 2023
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
13,278
shares
|
$578,522
0.0% of portfolio
|
Q2 2024
Added 10.22%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
13,212
shares
|
$575,646
0.0% of portfolio
|
Q2 2024
Added 107.54%
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 13, 2024 Q2 2024 |
12,666
shares
|
$551,857
0.14% of portfolio
|
Q1 2024
Reduced 1.04%
|