Institutional Ownership Innovator Growth 100 Power Buf (NJUL)
This table provides information about the institutional ownership of Innovator Growth 100 Power Buf (NJUL). We have compiled data on the 114 institutions that hold shares in the stock, with a total of 2.91 Million shares, which have been reported (via 13F filing form) to have a value of $177 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,369
shares
|
$144,201
0.01% of portfolio
|
Q4 2024
Added 132.03%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,973
shares
|
$120,096
0.0% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,391
shares
|
$84,670
0.0% of portfolio
|
Q1 2023
Reduced 4.66%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,093
shares
|
$66,530
0.0% of portfolio
|
Q3 2024
Reduced 19.93%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
953
shares
|
$58,009
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
625
shares
|
$38,043
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
458
shares
|
$27,878
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
345
shares
|
$21,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
75
shares
|
$4,565
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
54
shares
|
$3,286
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
47
shares
|
$2,860
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
20
shares
|
$1,217
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|