Institutional Ownership Innovator U.S. Equity Power Bu (PJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJAN). We have compiled data on the 221 institutions that hold shares in the stock, with a total of 17.9 Million shares, which have been reported (via 13F filing form) to have a value of $751 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
23,718
shares
|
$993,547
0.29% of portfolio
|
Q1 2024
Reduced 3.87%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
23,589
shares
|
$988,143
0.08% of portfolio
|
Q3 2024
Added 15.0%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
23,149
shares
|
$969,711
0.04% of portfolio
|
Q1 2024
Reduced 7.7%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
22,120
shares
|
$926,606
0.01% of portfolio
|
Q1 2024
Added 97.85%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
21,733
shares
|
$910,395
0.13% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
21,716
shares
|
$909,683
0.01% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
21,135
shares
|
$885,345
0.68% of portfolio
|
Q1 2024
Reduced 22.07%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
21,037
shares
|
$881,239
0.3% of portfolio
|
Q1 2024
Added 145.19%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
21,012
shares
|
$880,192
0.02% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
20,934
shares
|
$876,925
0.37% of portfolio
|
Q4 2023
Reduced 0.11%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
20,592
shares
|
$862,598
0.09% of portfolio
|
Q1 2024
Reduced 13.71%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
20,517
shares
|
$859,457
0.02% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
20,158
shares
|
$844,418
0.0% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
20,116
shares
|
$842,659
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
19,708
shares
|
$825,568
0.03% of portfolio
|
Q3 2024
Reduced 25.36%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 12, 2024 Q2 2024 |
19,595
shares
|
$820,834
0.08% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
19,187
shares
|
$803,743
0.08% of portfolio
|
Q3 2024
Reduced 32.08%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
19,039
shares
|
$797,543
0.18% of portfolio
|
Q1 2024
Reduced 22.13%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
18,458
shares
|
$773,205
0.63% of portfolio
|
Q3 2024
Reduced 14.83%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
16,910
shares
|
$708,359
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
16,661
shares
|
$697,929
0.26% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
16,466
shares
|
$689,760
0.3% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
16,429
shares
|
$688,210
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
16,082
shares
|
$673,674
0.02% of portfolio
|
Q3 2024
Added 19.28%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
15,999
shares
|
$670,198
0.16% of portfolio
|
Q3 2024
New holding
|