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 |
---|---|---|---|---|---|
Bcgm Wealth Management, LLC
|
May 07, 2024 Q1 2024 |
10,414
shares
|
$370,946
0.14% of portfolio
|
Q2 2023
Added 4.36%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
10,332
shares
|
$368,025
0.0% of portfolio
|
Q4 2023
Reduced 54.58%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
10,162
shares
|
$361,970
0.05% of portfolio
|
Q1 2024
Added 19.13%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
9,756
shares
|
$347,508
0.01% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
Worth Pointe, LLC
La Jolla, CA |
May 14, 2024 Q1 2024 |
9,724
shares
|
$346,368
0.17% of portfolio
|
Q2 2023
New holding
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
9,680
shares
|
$344,801
0.0% of portfolio
|
Q1 2024
Reduced 42.38%
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
9,220
shares
|
$328,416
0.0% of portfolio
|
Q1 2024
Reduced 1.22%
|
|
Tfo Tdc, LLC
|
May 13, 2024 Q1 2024 |
8,977
shares
|
$319,760
0.06% of portfolio
|
Q1 2023
Added 3.07%
|
|
Atticus Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
8,909
shares
|
$317,338
0.11% of portfolio
|
Q2 2023
New holding
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
May 20, 2024 Q1 2024 |
8,794
shares
|
$313,242
0.17% of portfolio
|
Q1 2024
Added 17.35%
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 15, 2024 Q1 2024 |
8,364
shares
|
$297,925
0.02% of portfolio
|
Q1 2024
Reduced 3.76%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
8,304
shares
|
$295,788
0.01% of portfolio
|
Q1 2024
New holding
|
|
Trek Financial, LLC
Scottsdale, AZ |
May 14, 2024 Q1 2024 |
8,103
shares
|
$288,628
0.02% of portfolio
|
Q1 2024
Reduced 18.99%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
8,046
shares
|
$286,598
0.01% of portfolio
|
Q1 2024
Reduced 6.46%
|
|
Retirement Planning Group
|
Apr 12, 2024 Q1 2024 |
7,978
shares
|
$284,176
0.02% of portfolio
|
Q4 2023
Reduced 4.68%
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 03, 2024 Q1 2024 |
7,938
shares
|
$282,751
0.06% of portfolio
|
Q3 2023
Reduced 16.93%
|
|
Fsa Advisors, Inc.
Troy, MI |
May 23, 2024 Q1 2024 |
7,925
shares
|
$282,288
0.29% of portfolio
|
Q1 2024
Reduced 1.34%
|
|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
7,543
shares
|
$268,681
0.0% of portfolio
|
Q1 2024
Reduced 52.75%
|
|
Diligent Investors, LLC
|
May 03, 2024 Q1 2024 |
7,500
shares
|
$267,150
0.07% of portfolio
|
Q4 2022
Reduced 11.76%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
7,334
shares
|
$261,237
0.0% of portfolio
|
Q1 2024
Reduced 51.81%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
7,282
shares
|
$259,384
0.01% of portfolio
|
Q1 2023
Reduced 8.64%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
7,206
shares
|
$256,677
0.0% of portfolio
|
Q1 2024
Reduced 55.95%
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2024 Q1 2024 |
6,971
shares
|
$248,307
0.0% of portfolio
|
Q1 2024
New holding
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
6,944
shares
|
$247,345
0.0% of portfolio
|
Q1 2024
Reduced 58.86%
|
|
Alera Investment Advisors, LLC
|
May 10, 2024 Q1 2024 |
6,455
shares
|
$229,927
0.03% of portfolio
|
Q3 2023
Reduced 19.23%
|