Institutional Ownership Innovator Growth 100 Power Buf (NJUL)
This table provides information about the institutional ownership of Innovator Growth 100 Power Buf (NJUL). We have compiled data on the 105 institutions that hold shares in the stock, with a total of 3.12 Million shares, which have been reported (via 13F filing form) to have a value of $191 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
482,625
shares
|
$29.6 Million
3.99% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
163,274
shares
|
$10 Million
0.02% of portfolio
|
Q3 2024
Added 61.39%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
128,309
shares
|
$7.87 Million
0.08% of portfolio
|
Q3 2024
Added 332.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
114,531
shares
|
$7.03 Million
0.01% of portfolio
|
Q3 2024
Added 542.49%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
109,801
shares
|
$6.74 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
107,806
shares
|
$6.61 Million
0.01% of portfolio
|
Q3 2024
Added 23.91%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
100,091
shares
|
$6.14 Million
0.58% of portfolio
|
Q3 2024
Added 8.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
94,521
shares
|
$5.8 Million
0.01% of portfolio
|
Q3 2024
Added 112.76%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
90,275
shares
|
$5.54 Million
0.01% of portfolio
|
Q3 2024
Added 29.78%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
81,626
shares
|
$5.01 Million
0.0% of portfolio
|
Q3 2024
Added 480.06%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
76,728
shares
|
$4.71 Million
3.14% of portfolio
|
Q3 2024
Added 89.72%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
73,199
shares
|
$4.49 Million
0.3% of portfolio
|
Q3 2024
Added 44.72%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
65,767
shares
|
$4.03 Million
0.01% of portfolio
|
Q3 2024
Added 44.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
63,230
shares
|
$3.88 Million
0.01% of portfolio
|
Q3 2024
Added 38.3%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
61,520
shares
|
$3.77 Million
1.3% of portfolio
|
Q3 2024
Added 65.1%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
61,023
shares
|
$3.74 Million
0.49% of portfolio
|
Q3 2024
Reduced 86.09%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
53,663
shares
|
$3.29 Million
0.01% of portfolio
|
Q3 2024
Added 29.97%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
53,289
shares
|
$3.27 Million
0.51% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
50,615
shares
|
$3.1 Million
0.33% of portfolio
|
Q3 2024
Added 102.6%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
44,498
shares
|
$2.73 Million
0.07% of portfolio
|
Q3 2024
Added 76.06%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
41,932
shares
|
$2.57 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
40,019
shares
|
$2.45 Million
0.02% of portfolio
|
Q3 2024
Added 51.68%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
37,945
shares
|
$2.33 Million
0.18% of portfolio
|
Q3 2024
Added 36.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
37,495
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 53.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
33,753
shares
|
$2.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|