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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,049
shares
|
$47,530
0.0% of portfolio
|
Q3 2024
Added 237.3%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
950
shares
|
$43,044
0.0% of portfolio
|
Q3 2024
Added 493.75%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
875
shares
|
$39,646
0.0% of portfolio
|
Q1 2024
Reduced 6.12%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
863
shares
|
$39,102
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
726
shares
|
$32,895
0.0% of portfolio
|
Q3 2024
Added 123.38%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
709
shares
|
$32,124
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
601
shares
|
$27,231
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
600
shares
|
$27,186
0.02% of portfolio
|
Q4 2022
Reduced 55.85%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
514
shares
|
$23,289
0.0% of portfolio
|
Q1 2024
Reduced 98.67%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
500
shares
|
$22,655
0.0% of portfolio
|
Q3 2024
Reduced 88.89%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
480
shares
|
$21,748
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
478
shares
|
$21,658
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
461
shares
|
$20,887
0.0% of portfolio
|
Q3 2024
Reduced 44.39%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
248
shares
|
$11,236
0.0% of portfolio
|
Q3 2023
Reduced 75.2%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
24
shares
|
$1,087
0.0% of portfolio
|
Q2 2024
Reduced 97.17%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
16
shares
|
$724
0.0% of portfolio
|
Q4 2023
Reduced 98.1%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|