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 |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
5,870
shares
|
$243,898
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
5,848
shares
|
$242,984
0.1% of portfolio
|
Q1 2024
Reduced 1.18%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
5,825
shares
|
$242,028
0.19% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
5,748
shares
|
$238,829
0.03% of portfolio
|
Q2 2024
Reduced 11.13%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 09, 2024 Q3 2024 |
5,732
shares
|
$238,164
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
5,672
shares
|
$235,671
0.01% of portfolio
|
Q2 2024
Reduced 13.01%
|
|
|
Pillar Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
5,593
shares
|
$232,389
6.77% of portfolio
|
Q3 2024
Reduced 87.05%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
5,416
shares
|
$225,034
0.0% of portfolio
|
Q3 2024
Reduced 8.59%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
5,357
shares
|
$222,583
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
5,260
shares
|
$218,552
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
5,245
shares
|
$217,929
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
5,144
shares
|
$213,733
0.05% of portfolio
|
Q3 2024
Reduced 14.02%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
5,105
shares
|
$212,112
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,980
shares
|
$206,919
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
4,955
shares
|
$205,880
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
3,988
shares
|
$165,701
0.01% of portfolio
|
Q3 2024
Reduced 38.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,862
shares
|
$160,466
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
3,629
shares
|
$150,784
0.0% of portfolio
|
Q2 2024
Reduced 49.33%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
3,243
shares
|
$134,746
0.0% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
3,139
shares
|
$130,425
0.08% of portfolio
|
Q4 2023
Reduced 12.05%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
2,564
shares
|
$106,534
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
2,564
shares
|
$106,534
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,429
shares
|
$100,924
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
2,422
shares
|
$100,634
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
2,321
shares
|
$96,437
0.01% of portfolio
|
Q3 2024
Added 24.38%
|