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 94 institutions that hold shares in the stock, with a total of 2.57 Million shares, which have been reported (via 13F filing form) to have a value of $156 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Founders Financial Securities LLC
|
Aug 02, 2024 Q2 2024 |
8,617
shares
|
$523,310
0.05% of portfolio
|
Q1 2024
Reduced 61.41%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
8,101
shares
|
$491,973
0.01% of portfolio
|
Q2 2024
Added 40.57%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
7,981
shares
|
$484,686
0.03% of portfolio
|
Q1 2024
Reduced 2.18%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
7,123
shares
|
$432,579
0.0% of portfolio
|
Q2 2024
Reduced 13.64%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,088
shares
|
$430,454
0.01% of portfolio
|
Q4 2023
New holding
|
|
Bcs Wealth Management
|
Jul 16, 2024 Q2 2024 |
6,932
shares
|
$420,980
0.2% of portfolio
|
Q2 2024
Reduced 3.4%
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
6,475
shares
|
$393,226
0.02% of portfolio
|
Q1 2024
Reduced 8.48%
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Jul 25, 2024 Q2 2024 |
6,159
shares
|
$374,036
0.34% of portfolio
|
Q2 2024
New holding
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 15, 2024 Q2 2024 |
6,108
shares
|
$370,938
0.26% of portfolio
|
Q1 2024
Reduced 0.72%
|
|
Keystone Wealth Services, LLC
|
Jul 12, 2024 Q2 2024 |
6,100
shares
|
$370,453
0.12% of portfolio
|
Q3 2023
New holding
|
|
Pfg Advisors
|
Aug 07, 2024 Q2 2024 |
5,884
shares
|
$357,335
0.02% of portfolio
|
Q2 2024
Added 58.26%
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
5,789
shares
|
$351,565
0.28% of portfolio
|
Q4 2023
New holding
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 19, 2024 Q2 2024 |
5,515
shares
|
$334,925
0.14% of portfolio
|
Q1 2024
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
5,387
shares
|
$327,152
0.04% of portfolio
|
Q1 2024
Reduced 14.11%
|
|
Stratos Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
5,369
shares
|
$326,059
0.02% of portfolio
|
Q2 2024
Added 19.05%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
5,210
shares
|
$316,403
0.0% of portfolio
|
Q2 2024
Reduced 8.47%
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
5,000
shares
|
$303,650
0.1% of portfolio
|
Q3 2023
Reduced 73.4%
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
4,910
shares
|
$298,184
0.01% of portfolio
|
Q3 2023
New holding
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
4,526
shares
|
$274,863
0.01% of portfolio
|
Q2 2024
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
4,489
shares
|
$272,616
0.01% of portfolio
|
Q2 2024
Reduced 46.2%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
4,480
shares
|
$272,070
0.01% of portfolio
|
Q1 2024
New holding
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
4,355
shares
|
$264,479
0.01% of portfolio
|
Q2 2024
New holding
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
4,274
shares
|
$259,560
0.01% of portfolio
|
Q2 2024
Reduced 84.18%
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
4,187
shares
|
$254,276
0.02% of portfolio
|
Q2 2024
New holding
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
3,862
shares
|
$234,539
0.01% of portfolio
|
Q4 2023
New holding
|