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 222 institutions that hold shares in the stock, with a total of 16.1 Million shares, which have been reported (via 13F filing form) to have a value of $652 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Worth Pointe, LLC
La Jolla, CA |
Aug 13, 2024 Q2 2024 |
60,678
shares
|
$2.45 Million
1.08% of portfolio
|
Q2 2024
Added 4.95%
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
60,159
shares
|
$2.42 Million
0.51% of portfolio
|
Q2 2024
Reduced 2.73%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
53,574
shares
|
$2.16 Million
0.05% of portfolio
|
Q1 2024
Reduced 5.8%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
53,532
shares
|
$2.16 Million
0.06% of portfolio
|
Q2 2020
Reduced 1.44%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
52,608
shares
|
$2.12 Million
0.01% of portfolio
|
Q2 2024
Added 5.62%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
49,054
shares
|
$1.98 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
48,567
shares
|
$1.96 Million
0.02% of portfolio
|
Q2 2024
Added 7.13%
|
|
Cra Financial Services, LLC
|
Jul 11, 2024 Q2 2024 |
48,180
shares
|
$1.94 Million
0.39% of portfolio
|
Q2 2024
Reduced 8.08%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
47,415
shares
|
$1.91 Million
0.01% of portfolio
|
Q2 2024
Reduced 35.02%
|
|
Diligent Investors, LLC
|
Jul 15, 2024 Q2 2024 |
46,169
shares
|
$1.86 Million
0.48% of portfolio
|
Q2 2024
Added 31.46%
|
|
Berkshire Money Management, Inc.
|
Jul 19, 2024 Q2 2024 |
44,137
shares
|
$1.78 Million
0.23% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
Pillar Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
43,199
shares
|
$1.74 Million
2.48% of portfolio
|
Q2 2024
Reduced 12.94%
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
43,065
shares
|
$1.74 Million
0.42% of portfolio
|
Q1 2023
Added 23.52%
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
41,968
shares
|
$1.69 Million
0.07% of portfolio
|
Q2 2024
Added 1.88%
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
41,126
shares
|
$1.66 Million
0.21% of portfolio
|
Q2 2024
Added 276.23%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
40,222
shares
|
$1.62 Million
0.06% of portfolio
|
Q2 2024
Added 48.57%
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 15, 2024 Q2 2024 |
40,147
shares
|
$1.62 Million
1.1% of portfolio
|
Q2 2024
Reduced 17.67%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
39,881
shares
|
$1.61 Million
0.01% of portfolio
|
Q2 2024
Added 2.22%
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 01, 2024 Q2 2024 |
38,311
shares
|
$1.54 Million
0.89% of portfolio
|
Q4 2023
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
36,943
shares
|
$1.49 Million
0.02% of portfolio
|
Q2 2024
Reduced 20.56%
|
|
Keystone Wealth Services, LLC
|
Jul 12, 2024 Q2 2024 |
35,215
shares
|
$1.42 Million
0.46% of portfolio
|
Q3 2023
New holding
|
|
O Donnell Financial Services, LLC
|
Jul 30, 2024 Q2 2024 |
34,994
shares
|
$1.41 Million
0.67% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
Bcs Wealth Management
|
Jul 16, 2024 Q2 2024 |
34,602
shares
|
$1.39 Million
0.65% of portfolio
|
Q2 2024
Reduced 6.67%
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
33,030
shares
|
$1.33 Million
0.11% of portfolio
|
Q2 2024
Added 2.94%
|
|
Outlook Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
32,750
shares
|
$1.32 Million
0.46% of portfolio
|
Q2 2024
Added 12.57%
|