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 |
---|---|---|---|---|---|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
46,337
shares
|
$1.71 Million
0.02% of portfolio
|
Q2 2024
Reduced 11.03%
|
|
Castle Rock Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
45,178
shares
|
$1.66 Million
0.41% of portfolio
|
Q2 2024
Added 2.56%
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Sep 11, 2024 Q2 2024 |
44,160
shares
|
$1.63 Million
0.33% of portfolio
|
Q2 2024
Added 3.52%
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 24, 2024 Q2 2024 |
43,755
shares
|
$1.61 Million
0.59% of portfolio
|
Q2 2024
New holding
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
42,941
shares
|
$1.58 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
42,867
shares
|
$1.58 Million
0.01% of portfolio
|
Q2 2024
Added 29.81%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
41,113
shares
|
$1.51 Million
0.02% of portfolio
|
Q2 2024
Added 4.51%
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
36,328
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2024
Added 7.93%
|
|
Bcs Wealth Management
|
Jul 16, 2024 Q2 2024 |
36,261
shares
|
$1.34 Million
0.63% of portfolio
|
Q2 2024
Added 21.42%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
35,941
shares
|
$1.32 Million
0.11% of portfolio
|
Q2 2024
Added 80.03%
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 12, 2024 Q2 2024 |
35,240
shares
|
$1.3 Million
0.22% of portfolio
|
Q4 2023
Reduced 2.87%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
33,172
shares
|
$1.22 Million
0.04% of portfolio
|
Q2 2022
Reduced 12.1%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
32,637
shares
|
$1.2 Million
0.05% of portfolio
|
Q2 2024
Added 135.85%
|
|
Cornerstone Wealth Group, LLC
|
Jul 24, 2024 Q2 2024 |
32,461
shares
|
$1.2 Million
0.1% of portfolio
|
Q2 2024
Added 62.7%
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 13, 2024 Q2 2024 |
31,328
shares
|
$1.15 Million
0.45% of portfolio
|
Q2 2024
Added 11.75%
|
|
Berkshire Money Management, Inc.
|
Jul 19, 2024 Q2 2024 |
30,371
shares
|
$1.12 Million
0.14% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
30,237
shares
|
$1.11 Million
0.03% of portfolio
|
Q2 2024
Added 209.93%
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
29,505
shares
|
$1.09 Million
0.07% of portfolio
|
Q2 2024
Added 7.26%
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
29,505
shares
|
$1.09 Million
0.11% of portfolio
|
Q2 2024
Added 178.95%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
27,806
shares
|
$1.02 Million
0.13% of portfolio
|
Q2 2023
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
27,458
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2024
Added 1.75%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
27,265
shares
|
$1 Million
0.15% of portfolio
|
Q2 2024
Added 19.84%
|
|
Cra Financial Services, LLC
|
Jul 11, 2024 Q2 2024 |
27,150
shares
|
$999,934
0.2% of portfolio
|
Q2 2024
Added 34.44%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
26,553
shares
|
$977,946
0.0% of portfolio
|
Q2 2024
Reduced 68.52%
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 14, 2024 Q2 2024 |
26,460
shares
|
$974,521
1.02% of portfolio
|
Q2 2024
New holding
|