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 |
---|---|---|---|---|---|
Leading Edge Financial Planning LLC
Knoxville, TN |
Aug 01, 2024 Q2 2024 |
3,742
shares
|
$225,343
0.09% of portfolio
|
Q2 2024
Reduced 26.71%
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
3,583
shares
|
$215,768
0.02% of portfolio
|
Q2 2024
Reduced 13.03%
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
3,481
shares
|
$209,625
0.01% of portfolio
|
Q2 2024
New holding
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 25, 2024 Q2 2024 |
3,400
shares
|
$204,748
0.17% of portfolio
|
Q2 2024
New holding
|
|
North Crest Asset Manangement, LLC
|
Jul 16, 2024 Q2 2024 |
3,380
shares
|
$203,543
0.01% of portfolio
|
Q2 2024
New holding
|
|
Accurate Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
3,366
shares
|
$202,700
0.05% of portfolio
|
Q2 2024
New holding
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
2,608
shares
|
$157,053
0.0% of portfolio
|
Q2 2024
New holding
|
|
Gradient Investments LLC
|
Jul 18, 2024 Q2 2024 |
2,138
shares
|
$128,750
0.0% of portfolio
|
Q2 2024
Reduced 18.24%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
1,872
shares
|
$112,731
0.02% of portfolio
|
Q2 2024
Added 4.76%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
1,825
shares
|
$109,901
0.0% of portfolio
|
Q2 2023
Reduced 13.3%
|
|
Sugarloaf Wealth Management, LLC
|
Jul 08, 2024 Q2 2024 |
1,798
shares
|
$108,275
0.02% of portfolio
|
Q2 2024
Added 499.33%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
1,391
shares
|
$83,766
0.0% of portfolio
|
Q1 2023
Reduced 4.66%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
1,365
shares
|
$82,200
0.0% of portfolio
|
Q2 2024
Reduced 27.43%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
1,314
shares
|
$79,129
0.01% of portfolio
|
Q2 2024
Reduced 25.21%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
625
shares
|
$37,637
0.0% of portfolio
|
Q4 2023
New holding
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
458
shares
|
$27,580
0.02% of portfolio
|
Q2 2024
New holding
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 18, 2024 Q2 2024 |
402
shares
|
$24,208
0.01% of portfolio
|
Q2 2024
New holding
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
11
shares
|
$662
0.0% of portfolio
|
Q4 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|