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 152 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $372 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 24, 2024 Q1 2024 |
19,489
shares
|
$694,198
0.03% of portfolio
|
Q1 2024
New holding
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
18,196
shares
|
$648,141
0.28% of portfolio
|
Q3 2023
Reduced 1.72%
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 14, 2024 Q1 2024 |
18,050
shares
|
$642,941
0.23% of portfolio
|
Q3 2023
Reduced 17.45%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
17,857
shares
|
$636,066
0.01% of portfolio
|
Q1 2024
Added 14.78%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
May 15, 2024 Q1 2024 |
17,452
shares
|
$621,640
0.1% of portfolio
|
Q1 2024
Added 1.16%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
17,121
shares
|
$609,850
0.03% of portfolio
|
Q4 2023
Reduced 5.74%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
16,863
shares
|
$600,660
0.02% of portfolio
|
Q1 2024
Reduced 0.69%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
15,335
shares
|
$546,232
0.04% of portfolio
|
Q2 2022
New holding
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2024 Q1 2024 |
15,196
shares
|
$541,281
0.17% of portfolio
|
Q1 2024
Reduced 5.02%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
15,159
shares
|
$539,963
0.26% of portfolio
|
Q1 2024
Reduced 13.18%
|
|
Global Strategic Investment Solutions, LLC
|
Apr 30, 2024 Q1 2024 |
14,895
shares
|
$530,559
0.06% of portfolio
|
Q1 2024
Added 3.34%
|
|
Nikulski Financial, Inc.
|
Apr 18, 2024 Q1 2024 |
13,370
shares
|
$476,239
0.15% of portfolio
|
Q1 2024
Reduced 0.56%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2024 Q1 2024 |
12,984
shares
|
$462,490
0.05% of portfolio
|
Q1 2024
Reduced 2.61%
|
|
Valmark Advisers, Inc.
|
May 03, 2024 Q1 2024 |
12,494
shares
|
$445,036
0.01% of portfolio
|
Q4 2023
Reduced 44.02%
|
|
Gill Capital Partners, LLC
Denver, CO |
May 06, 2024 Q1 2024 |
12,257
shares
|
$436,594
0.18% of portfolio
|
Q1 2024
Reduced 11.56%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
12,103
shares
|
$431,108
0.0% of portfolio
|
Q1 2024
New holding
|
|
Orion Capital Management LLC
|
May 10, 2024 Q1 2024 |
12,070
shares
|
$429,933
0.23% of portfolio
|
Q3 2023
Reduced 19.91%
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
12,000
shares
|
$427,439
0.26% of portfolio
|
Q1 2023
New holding
|
|
Blue Bell Private Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
11,996
shares
|
$427,297
0.09% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
11,750
shares
|
$418,534
0.0% of portfolio
|
Q2 2023
Reduced 24.84%
|
|
Elmwood Wealth Management, Inc.
|
May 10, 2024 Q1 2024 |
11,450
shares
|
$407,848
0.18% of portfolio
|
Q1 2024
Added 16.84%
|
|
Valtinson Bruner Financial Planning LLC
|
Apr 29, 2024 Q1 2024 |
11,265
shares
|
$401,259
0.21% of portfolio
|
Q1 2024
Reduced 2.3%
|
|
Pillar Wealth Advisors, LLC
|
May 06, 2024 Q1 2024 |
10,850
shares
|
$386,477
0.36% of portfolio
|
Q4 2022
Reduced 19.93%
|
|
Clay Northam Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
10,655
shares
|
$379,531
0.3% of portfolio
|
Q1 2023
Reduced 13.47%
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 07, 2024 Q1 2024 |
10,577
shares
|
$376,752
0.04% of portfolio
|
Q1 2024
Reduced 18.14%
|