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 103 institutions that hold shares in the stock, with a total of 2.36 Million shares, which have been reported (via 13F filing form) to have a value of $160 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
8,702
shares
|
$590,082
0.02% of portfolio
|
Q4 2024
Reduced 6.8%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Jul 15, 2025 Q2 2025 |
8,518
shares
|
$577,605
0.57% of portfolio
|
Q2 2025
Added 41.28%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
8,240
shares
|
$558,754
0.1% of portfolio
|
Q4 2024
Reduced 34.9%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
8,199
shares
|
$555,974
0.01% of portfolio
|
Q1 2025
Reduced 55.67%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
8,120
shares
|
$550,617
0.04% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
7,902
shares
|
$535,834
0.02% of portfolio
|
Q3 2024
Added 104.61%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
7,628
shares
|
$517,254
0.0% of portfolio
|
Q4 2024
Reduced 11.36%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
7,251
shares
|
$491,690
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,088
shares
|
$480,637
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
6,788
shares
|
$460,294
0.29% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
6,725
shares
|
$456,022
0.04% of portfolio
|
Q1 2025
Reduced 24.55%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
6,606
shares
|
$447,952
0.0% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
6,100
shares
|
$413,641
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
6,014
shares
|
$407,809
0.02% of portfolio
|
Q1 2025
Reduced 14.42%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
5,961
shares
|
$404,215
0.09% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
5,905
shares
|
$400,418
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
5,849
shares
|
$396,620
0.05% of portfolio
|
Q1 2025
Reduced 89.0%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,421
shares
|
$367,598
0.02% of portfolio
|
Q1 2025
Reduced 13.68%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
5,414
shares
|
$367,123
0.31% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
5,395
shares
|
$365,834
0.01% of portfolio
|
Q1 2025
Added 20.18%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
5,135
shares
|
$348,204
0.08% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
5,109
shares
|
$346,441
0.22% of portfolio
|
Q1 2025
Reduced 22.13%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
5,058
shares
|
$342,982
0.03% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
5,000
shares
|
$339,050
0.1% of portfolio
|
Q3 2023
Reduced 73.4%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,931
shares
|
$334,371
0.06% of portfolio
|
Q3 2024
Added 174.25%
|