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 170 institutions that hold shares in the stock, with a total of 15.5 Million shares, which have been reported (via 13F filing form) to have a value of $571 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
130,631
shares
|
$4.81 Million
0.12% of portfolio
|
Q2 2024
New holding
|
|
Bellwether Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
128,085
shares
|
$4.72 Million
1.0% of portfolio
|
Q2 2024
Added 18.11%
|
|
Outlook Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
125,066
shares
|
$4.61 Million
1.61% of portfolio
|
Q2 2024
Added 213.28%
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Aug 09, 2024 Q2 2024 |
120,926
shares
|
$4.45 Million
2.92% of portfolio
|
Q2 2024
Added 44.5%
|
|
Stratos Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
117,717
shares
|
$4.34 Million
0.21% of portfolio
|
Q2 2024
Added 116.14%
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
110,820
shares
|
$4.08 Million
0.1% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
109,630
shares
|
$4.04 Million
0.43% of portfolio
|
Q1 2024
Reduced 26.93%
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 12, 2024 Q2 2024 |
105,429
shares
|
$3.88 Million
1.07% of portfolio
|
Q2 2024
Added 2.97%
|
|
Weaver Consulting Group
|
Jul 12, 2024 Q2 2024 |
104,241
shares
|
$3.84 Million
1.41% of portfolio
|
Q2 2024
Added 4.91%
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
98,905
shares
|
$3.64 Million
2.89% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
91,975
shares
|
$3.39 Million
0.03% of portfolio
|
Q2 2024
Added 850.15%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
85,455
shares
|
$3.15 Million
0.0% of portfolio
|
Q2 2024
Added 17.38%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
79,963
shares
|
$2.95 Million
0.07% of portfolio
|
Q1 2024
Reduced 12.56%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
69,668
shares
|
$2.57 Million
0.18% of portfolio
|
Q2 2024
Added 1.63%
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 05, 2024 Q2 2024 |
67,427
shares
|
$2.48 Million
1.85% of portfolio
|
Q2 2024
Added 114.33%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
65,973
shares
|
$2.43 Million
0.02% of portfolio
|
Q2 2024
Added 815.53%
|
|
Balboa Wealth Partners
Newport Beach, CA |
Aug 13, 2024 Q2 2024 |
60,263
shares
|
$2.22 Million
0.58% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
59,660
shares
|
$2.2 Million
0.07% of portfolio
|
Q2 2024
Added 77.0%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
59,076
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
58,946
shares
|
$2.17 Million
0.01% of portfolio
|
Q2 2024
Reduced 7.8%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 19, 2024 Q2 2024 |
56,648
shares
|
$2.09 Million
0.88% of portfolio
|
Q2 2024
Added 7.79%
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 24, 2024 Q2 2024 |
55,830
shares
|
$2.06 Million
1.5% of portfolio
|
Q2 2024
Added 142.95%
|
|
Wealth Alliance
Mellville, NY |
Aug 09, 2024 Q2 2024 |
51,787
shares
|
$1.91 Million
0.24% of portfolio
|
Q2 2024
Added 2.82%
|
|
Dakota Wealth Management
|
Jul 19, 2024 Q2 2024 |
49,815
shares
|
$1.83 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 14, 2024 Q2 2024 |
47,250
shares
|
$1.74 Million
0.76% of portfolio
|
Q2 2024
Added 9.25%
|