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 |
|---|---|---|---|---|---|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
3,076
shares
|
$120,271
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
3,000
shares
|
$117,300
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,100
shares
|
$82,110
0.01% of portfolio
|
Q1 2024
Reduced 17.13%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,640
shares
|
$64,124
0.01% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
850
shares
|
$33,235
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
625
shares
|
$24,437
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
432
shares
|
$16,891
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
312
shares
|
$12,199
0.0% of portfolio
|
Q4 2024
Reduced 49.02%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
250
shares
|
$9,775
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
63
shares
|
$2,463
0.0% of portfolio
|
Q2 2023
Added 270.59%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|