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 111 institutions that hold shares in the stock, with a total of 2.88 Million shares, which have been reported (via 13F filing form) to have a value of $186 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
10,926
shares
|
$707,021
0.82% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
10,868
shares
|
$703,268
0.02% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
10,324
shares
|
$668,066
0.03% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
9,833
shares
|
$636,293
0.05% of portfolio
|
Q3 2024
Added 134.85%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
9,672
shares
|
$625,875
0.11% of portfolio
|
Q1 2024
Reduced 16.42%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
9,337
shares
|
$604,197
0.61% of portfolio
|
Q3 2022
Added 17.48%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
9,125
shares
|
$590,478
0.04% of portfolio
|
Q3 2024
Added 14.33%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
8,913
shares
|
$576,760
0.05% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
8,702
shares
|
$563,106
0.02% of portfolio
|
Q4 2024
Reduced 6.8%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
8,332
shares
|
$539,163
0.22% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
8,240
shares
|
$533,210
0.11% of portfolio
|
Q4 2024
Reduced 34.9%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
8,050
shares
|
$520,915
0.04% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
8,003
shares
|
$517,874
0.0% of portfolio
|
Q4 2024
Added 120.71%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,902
shares
|
$511,338
0.02% of portfolio
|
Q3 2024
Added 104.61%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
7,849
shares
|
$507,908
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
7,628
shares
|
$493,607
0.0% of portfolio
|
Q4 2024
Reduced 11.36%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
7,305
shares
|
$472,706
0.29% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
7,251
shares
|
$469,212
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,088
shares
|
$458,664
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
7,027
shares
|
$454,717
0.02% of portfolio
|
Q4 2024
Reduced 70.27%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
6,722
shares
|
$434,980
0.0% of portfolio
|
Q4 2024
Reduced 8.22%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
6,561
shares
|
$424,562
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
6,496
shares
|
$420,356
0.35% of portfolio
|
Q4 2024
Reduced 20.5%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
6,416
shares
|
$415,179
0.1% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
6,280
shares
|
$406,378
0.02% of portfolio
|
Q3 2024
Added 16.97%
|