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 222 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 $756 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
11,372
shares
|
$478,988
0.52% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
10,973
shares
|
$462,182
0.06% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
10,856
shares
|
$457,254
0.05% of portfolio
|
Q2 2024
Reduced 21.17%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10,790
shares
|
$454,474
0.03% of portfolio
|
Q4 2022
Added 1253.83%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
10,741
shares
|
$452,410
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
10,270
shares
|
$432,572
0.25% of portfolio
|
Q3 2024
Reduced 41.53%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
9,924
shares
|
$417,998
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
9,793
shares
|
$412,481
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
9,713
shares
|
$409,111
0.01% of portfolio
|
Q3 2024
Added 152.29%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,407
shares
|
$396,222
0.0% of portfolio
|
Q3 2024
Reduced 95.99%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
9,337
shares
|
$393,274
0.13% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
9,175
shares
|
$386,451
0.03% of portfolio
|
Q3 2024
Reduced 26.49%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
8,738
shares
|
$368,044
0.13% of portfolio
|
Q3 2024
Reduced 24.13%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
8,690
shares
|
$366,022
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,497
shares
|
$357,893
0.01% of portfolio
|
Q3 2024
Reduced 40.76%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
8,432
shares
|
$355,155
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
8,258
shares
|
$347,826
0.01% of portfolio
|
Q3 2024
Reduced 14.51%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
8,159
shares
|
$343,657
0.12% of portfolio
|
Q4 2021
Reduced 49.89%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
7,924
shares
|
$333,758
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
7,762
shares
|
$326,935
0.12% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
7,751
shares
|
$326,472
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
7,710
shares
|
$324,745
0.0% of portfolio
|
Q1 2024
Reduced 20.31%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
7,373
shares
|
$310,550
0.01% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
7,035
shares
|
$296,314
0.0% of portfolio
|
Q1 2024
Reduced 4.65%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
7,000
shares
|
$294,840
0.08% of portfolio
|
Q1 2022
Added 250.0%
|