Institutional Ownership Innovator U.S. Equity Buffer E (BJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJUN). We have compiled data on the 83 institutions that hold shares in the stock, with a total of 2.81 Million shares, which have been reported (via 13F filing form) to have a value of $110 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
409,159
shares
|
$16 Million
0.27% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
320,191
shares
|
$12.5 Million
0.28% of portfolio
|
Q3 2024
Added 26.11%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
259,309
shares
|
$10.1 Million
2.89% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
163,568
shares
|
$6.4 Million
0.01% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
127,189
shares
|
$4.97 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
97,910
shares
|
$3.83 Million
0.26% of portfolio
|
Q3 2024
Added 112.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
97,048
shares
|
$3.79 Million
0.01% of portfolio
|
Q3 2024
Added 29.82%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
93,346
shares
|
$3.65 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
87,135
shares
|
$3.41 Million
0.5% of portfolio
|
Q3 2022
Added 257.92%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
75,726
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
75,453
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
42,198
shares
|
$1.65 Million
0.13% of portfolio
|
Q2 2024
Added 2.55%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
39,925
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2022
Added 1462.62%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
33,918
shares
|
$1.33 Million
0.29% of portfolio
|
Q2 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
32,310
shares
|
$1.26 Million
0.09% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
31,770
shares
|
$1.24 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
31,512
shares
|
$1.23 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
30,677
shares
|
$1.2 Million
0.3% of portfolio
|
Q4 2023
Added 0.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
28,101
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
27,987
shares
|
$1.09 Million
0.48% of portfolio
|
Q2 2024
Added 21.83%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
27,229
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
25,544
shares
|
$998,770
0.35% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
24,875
shares
|
$972,612
0.05% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
24,860
shares
|
$972,026
0.01% of portfolio
|
Q3 2024
Reduced 11.3%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
23,810
shares
|
$930,971
0.26% of portfolio
|
Q1 2024
Reduced 1.48%
|