Institutional Ownership Innovator U.S. Equity Power Bu (PJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUL). We have compiled data on the 249 institutions that hold shares in the stock, with a total of 19.9 Million shares, which have been reported (via 13F filing form) to have a value of $827 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
84,578
shares
|
$3.51 Million
0.02% of portfolio
|
Q3 2024
Added 78.38%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
83,257
shares
|
$3.46 Million
2.21% of portfolio
|
Q3 2024
Added 107.38%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
80,737
shares
|
$3.35 Million
0.18% of portfolio
|
Q3 2024
Reduced 11.95%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
79,653
shares
|
$3.31 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
79,253
shares
|
$3.29 Million
0.93% of portfolio
|
Q3 2024
Added 30.18%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
77,935
shares
|
$3.24 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
77,769
shares
|
$3.23 Million
0.22% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
72,187
shares
|
$3 Million
1.01% of portfolio
|
Q3 2024
Added 120.42%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
69,000
shares
|
$2.87 Million
0.54% of portfolio
|
Q3 2024
Added 43.21%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
65,225
shares
|
$2.71 Million
0.03% of portfolio
|
Q3 2024
Added 76.56%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
63,964
shares
|
$2.66 Million
0.08% of portfolio
|
Q3 2024
Added 128.18%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
62,256
shares
|
$2.59 Million
0.51% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
62,024
shares
|
$2.58 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
61,868
shares
|
$2.57 Million
1.89% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
59,777
shares
|
$2.48 Million
1.03% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
58,269
shares
|
$2.42 Million
1.0% of portfolio
|
Q3 2024
Added 68.4%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
57,448
shares
|
$2.39 Million
0.16% of portfolio
|
Q3 2024
Reduced 13.16%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
56,867
shares
|
$2.36 Million
0.05% of portfolio
|
Q3 2024
Reduced 56.76%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
53,574
shares
|
$2.23 Million
0.05% of portfolio
|
Q1 2024
Reduced 5.8%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
53,532
shares
|
$2.22 Million
0.06% of portfolio
|
Q2 2020
Reduced 1.44%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
53,496
shares
|
$2.22 Million
0.02% of portfolio
|
Q3 2024
Added 220.8%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
52,743
shares
|
$2.19 Million
0.03% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
51,646
shares
|
$2.15 Million
0.08% of portfolio
|
Q3 2024
Added 105.85%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
46,185
shares
|
$1.92 Million
0.47% of portfolio
|
Q3 2024
Added 246.27%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
46,169
shares
|
$1.92 Million
0.48% of portfolio
|
Q2 2024
Added 31.46%
|