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 |
|---|---|---|---|---|---|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
14,302
shares
|
$540,472
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
13,577
shares
|
$513,074
0.19% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
13,530
shares
|
$511,298
0.15% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
13,345
shares
|
$504,307
0.15% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
13,317
shares
|
$503,249
0.0% of portfolio
|
Q3 2024
Added 20.03%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
13,230
shares
|
$499,961
0.06% of portfolio
|
Q3 2024
Added 13.52%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
13,190
shares
|
$498,450
0.01% of portfolio
|
Q3 2024
Added 46.98%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
13,120
shares
|
$495,804
0.01% of portfolio
|
Q2 2024
Added 63.06%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
12,822
shares
|
$484,543
0.1% of portfolio
|
Q3 2024
Reduced 40.48%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
12,817
shares
|
$484,354
0.01% of portfolio
|
Q3 2024
Reduced 74.27%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
12,629
shares
|
$477,249
0.01% of portfolio
|
Q3 2024
Reduced 90.33%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
12,479
shares
|
$471,581
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
12,000
shares
|
$453,480
0.26% of portfolio
|
Q1 2023
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
11,673
shares
|
$441,122
0.09% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
11,357
shares
|
$429,181
0.11% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
11,356
shares
|
$429,143
0.06% of portfolio
|
Q3 2024
Reduced 61.51%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
11,265
shares
|
$425,704
0.18% of portfolio
|
Q1 2024
Reduced 2.3%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
10,951
shares
|
$413,838
0.1% of portfolio
|
Q3 2024
Reduced 81.83%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
10,875
shares
|
$410,966
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
10,850
shares
|
$410,021
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
10,714
shares
|
$404,882
0.0% of portfolio
|
Q3 2024
Added 12.24%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
10,655
shares
|
$402,652
0.29% of portfolio
|
Q1 2023
Reduced 13.47%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
9,979
shares
|
$377,106
0.13% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
9,444
shares
|
$356,888
0.22% of portfolio
|
Q2 2024
Added 7.39%
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
9,300
shares
|
$351,447
0.15% of portfolio
|
Q3 2024
Added 12.05%
|