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 |
|---|---|---|---|---|---|
|
Berkshire Money Management, Inc.
|
Oct 16, 2024 Q3 2024 |
44,137
shares
|
$1.83 Million
0.23% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
44,097
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
43,065
shares
|
$1.79 Million
0.42% of portfolio
|
Q1 2023
Added 23.52%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
41,562
shares
|
$1.73 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
41,491
shares
|
$1.72 Million
0.92% of portfolio
|
Q3 2024
Added 8.3%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
40,890
shares
|
$1.7 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
40,652
shares
|
$1.69 Million
0.13% of portfolio
|
Q3 2024
Added 533.11%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
40,222
shares
|
$1.67 Million
0.06% of portfolio
|
Q2 2024
Added 48.57%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
39,077
shares
|
$1.62 Million
0.06% of portfolio
|
Q3 2024
Added 24.73%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
38,510
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
37,702
shares
|
$1.57 Million
1.04% of portfolio
|
Q3 2024
Added 34.03%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
36,166
shares
|
$1.5 Million
0.12% of portfolio
|
Q3 2024
Added 9.49%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
35,770
shares
|
$1.49 Million
0.2% of portfolio
|
Q3 2024
Added 11.05%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
35,215
shares
|
$1.46 Million
0.42% of portfolio
|
Q3 2023
New holding
|
|
|
O Donnell Financial Services, LLC
|
Oct 22, 2024 Q3 2024 |
33,000
shares
|
$1.37 Million
0.63% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
32,995
shares
|
$1.37 Million
0.22% of portfolio
|
Q3 2024
Added 22.59%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
32,796
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2024
Added 475.97%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
32,570
shares
|
$1.35 Million
0.16% of portfolio
|
Q3 2024
Added 20.83%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
31,681
shares
|
$1.32 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
30,653
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
30,554
shares
|
$1.27 Million
0.26% of portfolio
|
Q1 2024
Reduced 14.01%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
30,318
shares
|
$1.26 Million
0.17% of portfolio
|
Q3 2024
Added 56.33%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
30,175
shares
|
$1.25 Million
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
29,975
shares
|
$1.25 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
29,948
shares
|
$1.24 Million
0.25% of portfolio
|
Q3 2024
Added 7.63%
|