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 |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
13,465
shares
|
$542,639
0.0% of portfolio
|
Q1 2024
Reduced 9.27%
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 01, 2024 Q1 2024 |
13,395
shares
|
$539,818
0.21% of portfolio
|
Q1 2024
New holding
|
|
Altfest L J & CO Inc
|
Aug 07, 2024 Q2 2024 |
13,394
shares
|
$539,778
0.07% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
Nikulski Financial, Inc.
|
Jul 30, 2024 Q2 2024 |
13,355
shares
|
$538,206
0.17% of portfolio
|
Q2 2024
Reduced 1.22%
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 13, 2024 Q2 2024 |
13,338
shares
|
$537,521
0.14% of portfolio
|
Q3 2023
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
13,253
shares
|
$534,095
0.24% of portfolio
|
Q2 2024
Reduced 14.18%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
12,956
shares
|
$522,126
0.05% of portfolio
|
Q2 2024
Added 11.5%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
12,736
shares
|
$513,260
0.0% of portfolio
|
Q2 2024
Reduced 6.46%
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
12,480
shares
|
$502,943
0.21% of portfolio
|
Q3 2023
Added 88.98%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
12,404
shares
|
$499,881
0.01% of portfolio
|
Q2 2024
Reduced 13.2%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
12,288
shares
|
$495,206
0.03% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
City Center Advisors, LLC
Troy, MI |
Jul 23, 2024 Q2 2024 |
12,174
shares
|
$490,612
0.54% of portfolio
|
Q1 2024
New holding
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 07, 2024 Q2 2024 |
12,171
shares
|
$490,491
0.03% of portfolio
|
Q2 2024
New holding
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
11,831
shares
|
$476,789
0.01% of portfolio
|
Q2 2024
Added 12.64%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
11,764
shares
|
$474,089
0.02% of portfolio
|
Q2 2024
Added 4.12%
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 24, 2024 Q2 2024 |
11,400
shares
|
$459,419
0.33% of portfolio
|
Q2 2024
New holding
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
11,298
shares
|
$455,309
0.52% of portfolio
|
Q4 2022
Reduced 35.5%
|
|
Cypress Financial Planning LLC
|
Jul 16, 2024 Q2 2024 |
11,258
shares
|
$453,697
0.18% of portfolio
|
Q2 2024
Added 0.34%
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2024 Q2 2024 |
11,202
shares
|
$451,440
0.07% of portfolio
|
Q2 2024
New holding
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
11,200
shares
|
$451,359
0.27% of portfolio
|
Q3 2023
New holding
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
11,025
shares
|
$444,307
0.03% of portfolio
|
Q4 2022
Reduced 13.11%
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
10,995
shares
|
$443,098
0.06% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Aug 01, 2024 Q2 2024 |
10,869
shares
|
$438,020
0.1% of portfolio
|
Q3 2022
Added 41.71%
|
|
North Crest Asset Manangement, LLC
|
Jul 16, 2024 Q2 2024 |
10,429
shares
|
$420,288
0.01% of portfolio
|
Q4 2023
Added 0.89%
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
10,158
shares
|
$409,367
0.0% of portfolio
|
Q1 2024
New holding
|