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 226 institutions that hold shares in the stock, with a total of 20.4 Million shares, which have been reported (via 13F filing form) to have a value of $844 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Global Strategic Investment Solutions, LLC
|
Aug 14, 2024 Q2 2024 |
19,371
shares
|
$800,022
0.1% of portfolio
|
Q2 2024
Reduced 16.77%
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Aug 01, 2024 Q2 2024 |
19,039
shares
|
$786,310
0.19% of portfolio
|
Q1 2024
Reduced 22.13%
|
|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
18,554
shares
|
$766,280
0.02% of portfolio
|
Q2 2024
Added 5.11%
|
|
Parker Financial LLC
Silverdale, WA |
Aug 07, 2024 Q2 2024 |
17,949
shares
|
$741,293
0.39% of portfolio
|
Q2 2024
Reduced 8.29%
|
|
My Personal Cfo, LLC
|
Jul 25, 2024 Q2 2024 |
17,564
shares
|
$725,393
0.4% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 24, 2024 Q2 2024 |
17,186
shares
|
$709,781
0.52% of portfolio
|
Q1 2024
Added 2.38%
|
|
Sterling Financial Planning, Inc.
|
Jul 30, 2024 Q2 2024 |
16,661
shares
|
$688,099
0.28% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
16,466
shares
|
$680,045
0.31% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
15,940
shares
|
$658,322
0.16% of portfolio
|
Q4 2022
New holding
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 12, 2024 Q2 2024 |
15,940
shares
|
$658,322
0.11% of portfolio
|
Q4 2022
New holding
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Sep 11, 2024 Q2 2024 |
15,881
shares
|
$655,885
0.13% of portfolio
|
Q2 2024
Reduced 14.32%
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
15,381
shares
|
$635,235
0.0% of portfolio
|
Q2 2024
Added 170.55%
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
15,296
shares
|
$631,724
0.05% of portfolio
|
Q2 2024
Reduced 40.4%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
15,068
shares
|
$622,308
0.0% of portfolio
|
Q1 2024
Added 3950.54%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
15,030
shares
|
$620,739
0.01% of portfolio
|
Q1 2024
New holding
|
|
Cypress Wealth Services, LLC
|
Jul 12, 2024 Q2 2024 |
15,014
shares
|
$620,078
0.14% of portfolio
|
Q3 2023
Reduced 50.39%
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
14,822
shares
|
$612,148
0.0% of portfolio
|
Q2 2024
New holding
|
|
Parkside Investments, LLC
|
Jul 10, 2024 Q2 2024 |
14,700
shares
|
$607,110
0.1% of portfolio
|
Q1 2024
Reduced 2.16%
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
14,343
shares
|
$592,365
0.02% of portfolio
|
Q1 2024
New holding
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
14,100
shares
|
$582,330
0.05% of portfolio
|
Q4 2023
Reduced 3.42%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
13,482
shares
|
$556,806
0.03% of portfolio
|
Q2 2024
Reduced 23.18%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
13,412
shares
|
$553,915
0.06% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
Atticus Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
13,348
shares
|
$551,272
0.2% of portfolio
|
Q4 2023
Added 35.22%
|
|
Cambridge Advisors Inc.
|
Jul 11, 2024 Q2 2024 |
13,073
shares
|
$539,914
0.13% of portfolio
|
Q4 2023
Reduced 22.18%
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 08, 2024 Q2 2024 |
12,528
shares
|
$517,406
0.12% of portfolio
|
Q4 2023
Added 73.66%
|