Institutional Ownership Innovator U.S. Equity Power Bu (PJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUN). We have compiled data on the 172 institutions that hold shares in the stock, with a total of 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $489 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
119,605
shares
|
$4.45 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
109,264
shares
|
$4.07 Million
0.84% of portfolio
|
Q4 2024
Reduced 34.62%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
104,568
shares
|
$3.89 Million
1.34% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
103,994
shares
|
$3.87 Million
0.01% of portfolio
|
Q4 2024
Reduced 42.22%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
100,021
shares
|
$3.72 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
95,260
shares
|
$3.54 Million
3.06% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
94,167
shares
|
$3.5 Million
0.82% of portfolio
|
Q4 2024
Reduced 13.01%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
89,650
shares
|
$3.34 Million
0.08% of portfolio
|
Q4 2024
Reduced 10.01%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
79,963
shares
|
$2.98 Million
0.07% of portfolio
|
Q1 2024
Reduced 12.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
77,147
shares
|
$2.87 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
73,685
shares
|
$2.74 Million
1.81% of portfolio
|
Q4 2024
Reduced 37.58%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
65,214
shares
|
$2.43 Million
1.83% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
64,389
shares
|
$2.4 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Feb 04, 2025 Q4 2024 |
61,953
shares
|
$2.31 Million
1.96% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
59,226
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
55,830
shares
|
$2.08 Million
1.55% of portfolio
|
Q2 2024
Added 142.95%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
55,298
shares
|
$2.06 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
51,111
shares
|
$1.9 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
50,426
shares
|
$1.88 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
49,978
shares
|
$1.86 Million
0.02% of portfolio
|
Q4 2024
Reduced 34.3%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
48,912
shares
|
$1.82 Million
0.02% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
48,602
shares
|
$1.81 Million
0.0% of portfolio
|
Q4 2024
Added 48.31%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
47,333
shares
|
$1.76 Million
0.02% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
46,225
shares
|
$1.72 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Castle Rock Wealth Management, LLC
|
Mar 05, 2025 Q4 2024 |
45,022
shares
|
$1.68 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.35%
|