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 171 institutions that hold shares in the stock, with a total of 14.8 Million shares, which have been reported (via 13F filing form) to have a value of $597 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
9,646
shares
|
$389,023
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
9,600
shares
|
$387,168
0.11% of portfolio
|
Q2 2025
Added 23.87%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
8,288
shares
|
$334,255
0.01% of portfolio
|
Q2 2025
Added 9.07%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
7,962
shares
|
$321,107
0.02% of portfolio
|
Q2 2025
Reduced 46.66%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Jul 31, 2025 Q2 2025 |
7,925
shares
|
$319,615
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
7,920
shares
|
$319,413
0.0% of portfolio
|
Q2 2025
Reduced 43.0%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
7,900
shares
|
$318,607
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
7,620
shares
|
$307,314
0.02% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
7,331
shares
|
$295,659
0.02% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
7,192
shares
|
$290,053
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
6,960
shares
|
$280,696
0.18% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
6,950
shares
|
$280,293
0.12% of portfolio
|
Q2 2025
Reduced 12.58%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
6,950
shares
|
$280,293
0.0% of portfolio
|
Q2 2025
Reduced 21.02%
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
6,714
shares
|
$270,775
1.73% of portfolio
|
Q2 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
6,242
shares
|
$251,739
0.01% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
6,227
shares
|
$251,134
0.0% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
6,005
shares
|
$242,181
0.06% of portfolio
|
Q1 2024
Reduced 44.34%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
5,677
shares
|
$228,953
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
5,674
shares
|
$228,832
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
5,444
shares
|
$219,556
0.02% of portfolio
|
Q1 2025
Reduced 18.96%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
5,354
shares
|
$215,926
0.08% of portfolio
|
Q2 2025
Reduced 16.3%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
5,284
shares
|
$213,103
0.12% of portfolio
|
Q2 2025
Reduced 17.41%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
5,065
shares
|
$204,271
0.0% of portfolio
|
Q2 2025
Added 23.09%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
4,820
shares
|
$194,390
0.01% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,949
shares
|
$159,263
0.0% of portfolio
|
Q3 2024
Reduced 41.01%
|