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 |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
23,718
shares
|
$1.02 Million
0.29% of portfolio
|
Q1 2024
Reduced 3.87%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
23,589
shares
|
$1.02 Million
0.08% of portfolio
|
Q3 2024
Added 15.0%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
22,120
shares
|
$951,823
0.01% of portfolio
|
Q1 2024
Added 97.85%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
21,733
shares
|
$935,170
0.13% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
21,716
shares
|
$934,439
0.01% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
21,135
shares
|
$909,439
0.68% of portfolio
|
Q1 2024
Reduced 22.07%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
21,012
shares
|
$904,146
0.02% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
20,934
shares
|
$900,790
0.37% of portfolio
|
Q4 2023
Reduced 0.11%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
20,158
shares
|
$867,398
0.0% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
20,116
shares
|
$865,591
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
20,065
shares
|
$863,396
0.29% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
20,045
shares
|
$862,536
0.09% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
19,595
shares
|
$843,172
0.08% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
19,187
shares
|
$825,616
0.08% of portfolio
|
Q3 2024
Reduced 32.08%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
19,039
shares
|
$819,248
0.18% of portfolio
|
Q1 2024
Reduced 22.13%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
18,556
shares
|
$798,464
0.03% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
18,458
shares
|
$794,247
0.63% of portfolio
|
Q3 2024
Reduced 14.83%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
16,661
shares
|
$716,922
0.26% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
16,466
shares
|
$708,531
0.3% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
16,429
shares
|
$706,939
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
16,082
shares
|
$692,008
0.02% of portfolio
|
Q3 2024
Added 19.28%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
16,029
shares
|
$689,727
0.07% of portfolio
|
Q4 2024
Reduced 67.28%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
15,940
shares
|
$685,898
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
15,940
shares
|
$685,898
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
15,291
shares
|
$657,971
0.08% of portfolio
|
Q3 2024
Reduced 28.43%
|