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 117 institutions that hold shares in the stock, with a total of 4.54 Million shares, which have been reported (via 13F filing form) to have a value of $206 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
37,616
shares
|
$1.7 Million
0.47% of portfolio
|
Q3 2024
Added 64.26%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
35,111
shares
|
$1.59 Million
0.05% of portfolio
|
Q3 2024
Added 236.73%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
35,003
shares
|
$1.59 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
33,126
shares
|
$1.5 Million
0.12% of portfolio
|
Q3 2024
Added 38.82%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
33,016
shares
|
$1.5 Million
0.1% of portfolio
|
Q3 2024
Added 214.29%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
30,479
shares
|
$1.38 Million
0.57% of portfolio
|
Q3 2024
Added 68.74%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
30,447
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Added 89.85%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
30,059
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2024
Reduced 42.89%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
29,341
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
28,950
shares
|
$1.31 Million
0.04% of portfolio
|
Q3 2024
Reduced 10.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
27,337
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
27,165
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
24,906
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2024
Added 479.75%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
24,847
shares
|
$1.13 Million
0.08% of portfolio
|
Q1 2024
Reduced 8.62%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
24,450
shares
|
$1.11 Million
0.4% of portfolio
|
Q3 2023
Added 52.81%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
24,365
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
21,502
shares
|
$974,255
0.42% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
21,452
shares
|
$971,990
0.33% of portfolio
|
Q1 2023
Reduced 22.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,842
shares
|
$944,351
0.0% of portfolio
|
Q3 2024
Added 278.12%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
19,555
shares
|
$886,037
0.0% of portfolio
|
Q3 2024
Added 47.27%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
18,824
shares
|
$852,915
0.03% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,503
shares
|
$838,370
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
18,340
shares
|
$830,985
0.14% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,306
shares
|
$829,444
0.0% of portfolio
|
Q3 2024
Added 30.65%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
15,530
shares
|
$703,664
0.0% of portfolio
|
Q3 2022
Added 6.15%
|