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 88 institutions that hold shares in the stock, with a total of 2.39 Million shares, which have been reported (via 13F filing form) to have a value of $93.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
3,000
shares
|
$117,300
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,100
shares
|
$82,110
0.01% of portfolio
|
Q1 2024
Reduced 17.13%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,225
shares
|
$47,897
0.0% of portfolio
|
Q1 2025
Reduced 25.3%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
935
shares
|
$36,558
0.65% of portfolio
|
Q1 2025
Reduced 96.61%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
850
shares
|
$33,235
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
625
shares
|
$24,437
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
312
shares
|
$12,199
0.0% of portfolio
|
Q4 2024
Reduced 49.02%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
250
shares
|
$9,775
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
201
shares
|
$7,859
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
68
shares
|
$2,658
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
63
shares
|
$2,463
0.0% of portfolio
|
Q2 2023
Added 270.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
8
shares
|
$312
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|