Institutional Ownership Innovator U.S. Equity Power Bu (PJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUN). We have compiled data on the 166 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $514 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
120,257
shares
|
$4.54 Million
0.21% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
118,038
shares
|
$4.46 Million
2.74% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
108,254
shares
|
$4.09 Million
0.97% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
105,038
shares
|
$3.97 Million
1.35% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
103,054
shares
|
$3.89 Million
0.18% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
99,618
shares
|
$3.76 Million
0.09% of portfolio
|
Q3 2024
Reduced 10.11%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
98,280
shares
|
$3.71 Million
2.8% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
81,876
shares
|
$3.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
79,963
shares
|
$3.02 Million
0.07% of portfolio
|
Q1 2024
Reduced 12.56%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
76,073
shares
|
$2.87 Million
0.03% of portfolio
|
Q3 2024
Reduced 94.42%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
69,670
shares
|
$2.63 Million
0.03% of portfolio
|
Q3 2024
Reduced 24.25%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
64,923
shares
|
$2.45 Million
1.81% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
59,794
shares
|
$2.26 Million
0.15% of portfolio
|
Q3 2024
Reduced 14.17%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
59,226
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
57,180
shares
|
$2.16 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
56,621
shares
|
$2.14 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
55,830
shares
|
$2.11 Million
1.52% of portfolio
|
Q2 2024
Added 142.95%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
51,787
shares
|
$1.96 Million
0.23% of portfolio
|
Q2 2024
Added 2.82%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
51,374
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
50,605
shares
|
$1.91 Million
0.01% of portfolio
|
Q3 2024
Added 18.05%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
47,503
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.41%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
47,293
shares
|
$1.79 Million
0.02% of portfolio
|
Q3 2024
Added 15.03%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
47,150
shares
|
$1.78 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
45,022
shares
|
$1.7 Million
0.41% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
44,880
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.14%
|