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 $194 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
6,100
shares
|
$378,688
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
5,789
shares
|
$359,381
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
5,362
shares
|
$332,872
0.04% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Innova Wealth Partners
|
Oct 30, 2024 Q3 2024 |
5,003
shares
|
$310,586
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
5,003
shares
|
$310,586
0.27% of portfolio
|
Q3 2024
Reduced 57.54%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
5,000
shares
|
$310,400
0.1% of portfolio
|
Q3 2023
Reduced 73.4%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
4,931
shares
|
$306,116
0.06% of portfolio
|
Q3 2024
Added 174.25%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
4,884
shares
|
$303,198
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
4,588
shares
|
$284,823
0.18% of portfolio
|
Q3 2024
Reduced 24.89%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
4,489
shares
|
$278,677
0.01% of portfolio
|
Q2 2024
Reduced 46.2%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
4,480
shares
|
$278,118
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,355
shares
|
$270,358
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
4,294
shares
|
$266,571
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
3,766
shares
|
$233,793
0.05% of portfolio
|
Q3 2024
Added 11.88%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
3,642
shares
|
$226,095
0.07% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
3,626
shares
|
$225,102
0.01% of portfolio
|
Q3 2024
Reduced 15.16%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
3,400
shares
|
$211,072
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
3,380
shares
|
$209,830
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
3,345
shares
|
$207,657
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
2,608
shares
|
$161,904
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,500
shares
|
$155,200
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,899
shares
|
$117,889
0.0% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,391
shares
|
$86,353
0.0% of portfolio
|
Q1 2023
Reduced 4.66%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
1,336
shares
|
$82,938
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,093
shares
|
$67,853
0.0% of portfolio
|
Q3 2024
Reduced 19.93%
|