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 114 institutions that hold shares in the stock, with a total of 4.16 Million shares, which have been reported (via 13F filing form) to have a value of $199 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
893
shares
|
$42,738
0.02% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
875
shares
|
$41,877
0.0% of portfolio
|
Q1 2024
Reduced 6.12%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
726
shares
|
$34,746
0.0% of portfolio
|
Q3 2024
Added 123.38%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
563
shares
|
$26,945
0.03% of portfolio
|
Q4 2024
Reduced 20.59%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
500
shares
|
$23,930
0.0% of portfolio
|
Q3 2024
Reduced 88.89%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
498
shares
|
$23,834
0.0% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
478
shares
|
$22,877
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
461
shares
|
$22,063
0.0% of portfolio
|
Q3 2024
Reduced 44.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
420
shares
|
$20,101
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
291
shares
|
$13,927
0.0% of portfolio
|
Q1 2025
Reduced 22.4%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
248
shares
|
$11,869
0.0% of portfolio
|
Q3 2023
Reduced 75.2%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
160
shares
|
$7,657
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
149
shares
|
$7,131
0.0% of portfolio
|
Q1 2025
Added 238.64%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|