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 |
---|---|---|---|---|---|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
6,366
shares
|
$265,971
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pfg Advisors
|
May 06, 2024 Q1 2024 |
6,091
shares
|
$254,481
0.02% of portfolio
|
Q1 2024
Reduced 15.7%
|
|
Trek Financial, LLC
Scottsdale, AZ |
May 14, 2024 Q1 2024 |
6,050
shares
|
$252,769
0.02% of portfolio
|
Q3 2023
New holding
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Apr 12, 2024 Q1 2024 |
5,855
shares
|
$244,621
0.03% of portfolio
|
Q3 2023
New holding
|
|
D.B. Root & Company, LLC
|
Apr 17, 2024 Q1 2024 |
5,795
shares
|
$242,115
0.08% of portfolio
|
Q4 2023
Reduced 31.35%
|
|
4 J Wealth Management LLC
|
Apr 22, 2024 Q1 2024 |
5,750
shares
|
$240,235
0.22% of portfolio
|
Q4 2023
Reduced 14.81%
|
|
Tradition Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
5,690
shares
|
$237,728
0.02% of portfolio
|
Q1 2024
New holding
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 02, 2024 Q1 2024 |
5,634
shares
|
$235,388
0.06% of portfolio
|
Q4 2023
New holding
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 07, 2024 Q1 2024 |
5,629
shares
|
$235,179
0.13% of portfolio
|
Q1 2024
Reduced 0.02%
|
|
Chicago Partners Investment Group LLC
|
Apr 25, 2024 Q1 2024 |
5,449
shares
|
$227,659
0.01% of portfolio
|
Q1 2024
Reduced 4.12%
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
5,448
shares
|
$227,617
0.0% of portfolio
|
Q1 2024
Reduced 81.98%
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 03, 2024 Q1 2024 |
5,368
shares
|
$224,275
0.05% of portfolio
|
Q4 2023
New holding
|
|
Arkadios Wealth Advisors
|
Apr 30, 2024 Q1 2024 |
5,275
shares
|
$220,389
0.02% of portfolio
|
Q1 2024
Reduced 39.28%
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jun 28, 2024 Q1 2024 |
5,268
shares
|
$220,097
0.12% of portfolio
|
Q1 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
4,973
shares
|
$207,771
0.0% of portfolio
|
Q1 2024
Reduced 36.59%
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
4,552
shares
|
$190,182
0.01% of portfolio
|
Q3 2023
Reduced 10.57%
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
4,500
shares
|
$188,010
0.02% of portfolio
|
Q4 2023
Added 12.5%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
4,200
shares
|
$175,476
0.01% of portfolio
|
Q1 2024
Added 7.17%
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
3,963
shares
|
$165,574
0.01% of portfolio
|
Q4 2023
Reduced 4.23%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
2,815
shares
|
$117,610
0.01% of portfolio
|
Q1 2024
Reduced 3.3%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
2,734
shares
|
$114,226
0.0% of portfolio
|
Q4 2023
Added 2.82%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
2,400
shares
|
$100,272
0.0% of portfolio
|
Q3 2022
Added 84.62%
|
|
Clear Point Advisors Inc.
Melville, NY |
May 15, 2024 Q1 2024 |
2,131
shares
|
$89,033
0.07% of portfolio
|
Q4 2023
New holding
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
875
shares
|
$36,557
0.0% of portfolio
|
Q1 2024
Reduced 6.12%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
849
shares
|
$35,471
0.0% of portfolio
|
Q1 2024
Added 8.71%
|