Institutional Ownership Innovator U.S. Equity Buffer E (BJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJUN). We have compiled data on the 86 institutions that hold shares in the stock, with a total of 2.43 Million shares, which have been reported (via 13F filing form) to have a value of $94.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
21,020
shares
|
$821,882
0.02% of portfolio
|
Q2 2024
Added 1193.54%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
20,929
shares
|
$818,323
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
20,871
shares
|
$816,056
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
20,400
shares
|
$797,640
0.43% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
20,377
shares
|
$796,740
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
19,899
shares
|
$778,050
0.01% of portfolio
|
Q4 2024
Added 8.71%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,954
shares
|
$741,101
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
17,225
shares
|
$673,497
0.03% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
16,909
shares
|
$661,141
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
16,403
shares
|
$641,357
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
15,979
shares
|
$624,778
0.01% of portfolio
|
Q4 2024
Reduced 96.09%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
15,968
shares
|
$624,348
0.0% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
15,273
shares
|
$597,174
0.02% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
15,080
shares
|
$589,628
0.12% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
13,711
shares
|
$536,100
0.02% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
13,656
shares
|
$533,949
0.04% of portfolio
|
Q2 2024
Added 12.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
13,414
shares
|
$524,487
0.0% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
13,325
shares
|
$521,007
0.0% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
13,271
shares
|
$518,896
0.02% of portfolio
|
Q4 2024
Reduced 51.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
13,236
shares
|
$517,527
0.02% of portfolio
|
Q4 2024
Reduced 46.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
12,610
shares
|
$493,051
0.0% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
12,256
shares
|
$479,209
0.05% of portfolio
|
Q4 2024
Reduced 11.19%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
11,990
shares
|
$468,809
0.07% of portfolio
|
Q4 2024
Reduced 13.18%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
11,405
shares
|
$445,935
0.16% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
11,377
shares
|
$444,840
0.0% of portfolio
|
Q4 2024
Reduced 13.79%
|