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 |
|---|---|---|---|---|---|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
3,326
shares
|
$134,137
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
3,100
shares
|
$125,023
0.1% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
3,055
shares
|
$123,208
0.15% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
1,990
shares
|
$80,256
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,950
shares
|
$78,643
0.0% of portfolio
|
Q2 2025
Added 22.41%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,848
shares
|
$74,529
0.0% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,629
shares
|
$65,697
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,450
shares
|
$58,478
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,000
shares
|
$40,330
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
920
shares
|
$37,103
0.02% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
879
shares
|
$35,450
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
842
shares
|
$33,957
0.0% of portfolio
|
Q2 2025
Added 155.15%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
574
shares
|
$23,149
0.0% of portfolio
|
Q2 2025
Added 28.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
568
shares
|
$22,907
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
501
shares
|
$20,205
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
490
shares
|
$19,761
0.01% of portfolio
|
Q2 2023
Added 35.73%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
430
shares
|
$17,341
0.0% of portfolio
|
Q2 2024
Reduced 71.33%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
350
shares
|
$14,115
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
327
shares
|
$13,187
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
272
shares
|
$10,969
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
138
shares
|
$5,565
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
133
shares
|
$5,363
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|