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 268 institutions that hold shares in the stock, with a total of 18.1 Million shares, which have been reported (via 13F filing form) to have a value of $745 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
26,429
shares
|
$1.08 Million
0.07% of portfolio
|
Q4 2024
Reduced 53.99%
|
|
|
Castle Rock Wealth Management, LLC
|
Mar 05, 2025 Q4 2024 |
26,220
shares
|
$1.08 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Kearns & Associates LLC
|
Jan 23, 2025 Q4 2024 |
25,755
shares
|
$1.06 Million
0.69% of portfolio
|
Q3 2024
Added 300.54%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
25,738
shares
|
$1.06 Million
1.27% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
25,174
shares
|
$1.03 Million
0.14% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
24,769
shares
|
$1.02 Million
0.22% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
23,962
shares
|
$983,160
0.02% of portfolio
|
Q4 2024
Added 102.54%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
23,619
shares
|
$969,087
0.03% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
23,306
shares
|
$956,245
0.03% of portfolio
|
Q4 2024
Reduced 63.56%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
23,107
shares
|
$948,080
0.02% of portfolio
|
Q1 2024
Reduced 49.26%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
23,083
shares
|
$947,095
0.18% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
22,777
shares
|
$934,540
0.45% of portfolio
|
Q4 2024
Reduced 18.64%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
22,461
shares
|
$921,574
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
21,786
shares
|
$893,879
0.01% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
20,785
shares
|
$852,808
0.11% of portfolio
|
Q2 2023
Added 27.87%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
20,305
shares
|
$833,114
0.0% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
20,197
shares
|
$828,682
0.01% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
19,587
shares
|
$803,654
0.0% of portfolio
|
Q4 2024
Reduced 75.41%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
19,338
shares
|
$793,438
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
19,190
shares
|
$787,365
0.27% of portfolio
|
Q4 2024
Reduced 26.73%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
18,849
shares
|
$773,374
0.07% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
18,750
shares
|
$769,312
0.24% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
18,605
shares
|
$763,363
0.16% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
18,605
shares
|
$763,363
0.23% of portfolio
|
Q3 2024
Added 39.31%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
18,577
shares
|
$762,214
0.35% of portfolio
|
Q3 2024
Reduced 1.59%
|