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 |
---|---|---|---|---|---|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
6,505
shares
|
$262,151
0.3% of portfolio
|
Q4 2023
New holding
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
6,488
shares
|
$261,466
0.02% of portfolio
|
Q2 2024
New holding
|
|
Kearns & Associates LLC
|
Aug 01, 2024 Q2 2024 |
6,430
shares
|
$259,128
0.19% of portfolio
|
Q2 2024
New holding
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
6,421
shares
|
$258,766
0.02% of portfolio
|
Q2 2024
New holding
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 06, 2024 Q2 2024 |
6,190
shares
|
$249,456
0.03% of portfolio
|
Q2 2024
Reduced 53.67%
|
|
Kmg Fiduciary Partners, LLC
|
Jul 17, 2024 Q2 2024 |
5,983
shares
|
$241,114
0.02% of portfolio
|
Q2 2024
Added 0.74%
|
|
Maia Wealth LLC
Denver, CO |
Jul 16, 2024 Q2 2024 |
5,983
shares
|
$241,114
0.07% of portfolio
|
Q2 2024
New holding
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
5,970
shares
|
$240,590
0.01% of portfolio
|
Q1 2024
Reduced 72.56%
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
5,929
shares
|
$238,938
0.01% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
Sequoia Financial Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
5,925
shares
|
$238,777
0.0% of portfolio
|
Q1 2024
Reduced 19.8%
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 05, 2024 Q2 2024 |
5,848
shares
|
$235,674
0.12% of portfolio
|
Q1 2024
Reduced 1.18%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
5,845
shares
|
$235,553
0.17% of portfolio
|
Q4 2023
New holding
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Aug 02, 2024 Q2 2024 |
5,748
shares
|
$231,644
0.03% of portfolio
|
Q2 2024
Reduced 11.13%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
5,694
shares
|
$229,468
0.01% of portfolio
|
Q2 2024
Reduced 9.65%
|
|
Retirement Planning Group
|
Jul 12, 2024 Q2 2024 |
5,672
shares
|
$228,581
0.02% of portfolio
|
Q2 2024
Reduced 13.01%
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 26, 2024 Q2 2024 |
5,660
shares
|
$228,097
0.14% of portfolio
|
Q4 2023
New holding
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
5,560
shares
|
$224,067
0.01% of portfolio
|
Q2 2024
Reduced 39.96%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
5,442
shares
|
$219,312
0.0% of portfolio
|
Q2 2024
Reduced 77.4%
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
5,357
shares
|
$215,887
0.02% of portfolio
|
Q2 2024
New holding
|
|
Integral Investment Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
5,260
shares
|
$211,977
0.08% of portfolio
|
Q2 2024
New holding
|
|
Schnieders Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
5,245
shares
|
$211,373
0.04% of portfolio
|
Q2 2024
New holding
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 14, 2024 Q2 2024 |
5,090
shares
|
$205,127
0.09% of portfolio
|
Q4 2023
Added 169.31%
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 09, 2024 Q2 2024 |
3,970
shares
|
$159,991
0.0% of portfolio
|
Q2 2024
Added 316.14%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
3,629
shares
|
$146,248
0.0% of portfolio
|
Q2 2024
Reduced 49.33%
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 18, 2024 Q2 2024 |
3,388
shares
|
$136,536
0.07% of portfolio
|
Q2 2024
New holding
|