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 |
|---|---|---|---|---|---|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
4,865
shares
|
$329,895
0.06% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
4,733
shares
|
$320,944
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
May 13, 2025 Q1 2025 |
4,588
shares
|
$311,112
0.17% of portfolio
|
Q3 2024
Reduced 24.89%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
4,512
shares
|
$305,958
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
4,355
shares
|
$295,312
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
David R. Rahn & Associates Inc.
|
May 07, 2025 Q1 2025 |
4,294
shares
|
$291,176
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
4,165
shares
|
$282,428
0.01% of portfolio
|
Q1 2025
Reduced 10.7%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
3,869
shares
|
$262,356
0.01% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
3,809
shares
|
$258,288
0.03% of portfolio
|
Q1 2025
Reduced 92.51%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
3,710
shares
|
$251,575
0.0% of portfolio
|
Q1 2025
Reduced 75.7%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
3,276
shares
|
$222,145
0.04% of portfolio
|
Q2 2025
Reduced 8.13%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
3,217
shares
|
$218,144
0.06% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
3,161
shares
|
$214,347
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,608
shares
|
$176,848
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,500
shares
|
$169,525
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,369
shares
|
$160,641
0.01% of portfolio
|
Q4 2024
Added 132.03%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,973
shares
|
$133,789
0.0% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
1,336
shares
|
$90,594
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,250
shares
|
$84,762
0.0% of portfolio
|
Q1 2025
Reduced 10.14%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,093
shares
|
$74,116
0.0% of portfolio
|
Q3 2024
Reduced 19.93%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
890
shares
|
$60,350
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
458
shares
|
$31,056
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
401
shares
|
$27,191
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
345
shares
|
$23,394
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
325
shares
|
$22,038
0.0% of portfolio
|
Q1 2025
Reduced 48.0%
|