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 166 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $509 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
42,941
shares
|
$1.61 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
42,262
shares
|
$1.58 Million
0.3% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
40,102
shares
|
$1.5 Million
0.51% of portfolio
|
Q3 2024
Reduced 67.94%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
36,261
shares
|
$1.36 Million
0.57% of portfolio
|
Q2 2024
Added 21.42%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
35,941
shares
|
$1.35 Million
0.1% of portfolio
|
Q2 2024
Added 80.03%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
35,553
shares
|
$1.33 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
35,240
shares
|
$1.32 Million
0.22% of portfolio
|
Q4 2023
Reduced 2.87%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
33,172
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2022
Reduced 12.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
32,770
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Added 23.41%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
32,637
shares
|
$1.22 Million
0.05% of portfolio
|
Q2 2024
Added 135.85%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
32,247
shares
|
$1.21 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
31,922
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 51.61%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
30,655
shares
|
$1.15 Million
0.22% of portfolio
|
Q3 2024
Added 12.91%
|
|
|
Berkshire Money Management, Inc.
|
Oct 16, 2024 Q3 2024 |
30,371
shares
|
$1.14 Million
0.14% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
29,871
shares
|
$1.12 Million
0.4% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
28,403
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
28,363
shares
|
$1.06 Million
0.15% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
27,948
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
27,877
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 34.04%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
27,806
shares
|
$1.04 Million
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
27,445
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
27,293
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
26,884
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2024
Added 25.37%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
25,544
shares
|
$957,389
0.03% of portfolio
|
Q3 2024
Added 14.06%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
24,365
shares
|
$913,200
0.03% of portfolio
|
Q3 2024
Reduced 0.81%
|