Institutional Ownership Innovator U.S. Equity Power Bu (PJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJAN). We have compiled data on the 221 institutions that hold shares in the stock, with a total of 17.7 Million shares, which have been reported (via 13F filing form) to have a value of $762 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
33,976
shares
|
$1.46 Million
0.05% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
33,822
shares
|
$1.46 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
32,771
shares
|
$1.41 Million
0.04% of portfolio
|
Q4 2024
Added 59.73%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
32,013
shares
|
$1.38 Million
0.52% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
30,775
shares
|
$1.32 Million
0.04% of portfolio
|
Q4 2024
Reduced 42.51%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
30,200
shares
|
$1.3 Million
0.69% of portfolio
|
Q4 2023
Added 18.9%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
30,161
shares
|
$1.3 Million
0.42% of portfolio
|
Q4 2024
Added 78.36%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
29,550
shares
|
$1.27 Million
0.25% of portfolio
|
Q1 2024
Reduced 4.83%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,529
shares
|
$1.27 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
29,393
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Added 1069.64%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
28,839
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2024
Reduced 45.62%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
27,935
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.85%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
27,667
shares
|
$1.19 Million
0.12% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
27,395
shares
|
$1.18 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
26,828
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
26,581
shares
|
$1.14 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
26,225
shares
|
$1.13 Million
0.51% of portfolio
|
Q3 2024
Reduced 9.35%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
25,734
shares
|
$1.11 Million
0.15% of portfolio
|
Q2 2022
Reduced 8.22%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
25,619
shares
|
$1.1 Million
0.71% of portfolio
|
Q4 2024
Reduced 40.09%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
24,878
shares
|
$1.07 Million
0.56% of portfolio
|
Q1 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
24,520
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
24,492
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
24,459
shares
|
$1.05 Million
0.26% of portfolio
|
Q4 2024
Reduced 8.64%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
24,150
shares
|
$1.04 Million
0.26% of portfolio
|
Q2 2024
Added 28.18%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
23,775
shares
|
$1.02 Million
0.66% of portfolio
|
Q4 2024
Reduced 3.39%
|