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 167 institutions that hold shares in the stock, with a total of 12.8 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 |
|---|---|---|---|---|---|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
8,909
shares
|
$339,878
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
8,800
shares
|
$335,720
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,773
shares
|
$334,689
0.01% of portfolio
|
Q4 2024
Reduced 30.53%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
7,978
shares
|
$304,360
0.02% of portfolio
|
Q4 2023
Reduced 4.68%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
7,938
shares
|
$302,834
0.07% of portfolio
|
Q3 2023
Reduced 16.93%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
7,750
shares
|
$295,662
0.11% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
7,709
shares
|
$294,098
0.01% of portfolio
|
Q3 2024
Reduced 24.76%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
7,599
shares
|
$289,901
0.01% of portfolio
|
Q2 2024
Added 4.35%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
7,331
shares
|
$279,677
0.02% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
7,192
shares
|
$274,374
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
7,080
shares
|
$270,102
0.02% of portfolio
|
Q2 2024
Added 26.88%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
6,685
shares
|
$255,032
0.16% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
6,612
shares
|
$252,247
0.02% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
6,454
shares
|
$246,220
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
6,409
shares
|
$244,503
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
6,398
shares
|
$244,083
0.15% of portfolio
|
Q4 2023
Reduced 6.72%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
6,397
shares
|
$244,045
0.11% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
6,360
shares
|
$242,634
0.01% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
6,005
shares
|
$229,090
0.06% of portfolio
|
Q1 2024
Reduced 44.34%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
5,634
shares
|
$214,937
0.01% of portfolio
|
Q4 2024
Reduced 18.44%
|
|
|
Mitchell Capital Management CO
|
Nov 12, 2024 Q3 2024 |
5,600
shares
|
$213,640
0.04% of portfolio
|
Q3 2024
Reduced 29.38%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
5,084
shares
|
$193,954
0.02% of portfolio
|
Q2 2024
Added 271.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
4,115
shares
|
$156,987
0.0% of portfolio
|
Q2 2024
Added 322.05%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
4,088
shares
|
$155,957
0.12% of portfolio
|
Q3 2024
Added 166.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,949
shares
|
$150,654
0.0% of portfolio
|
Q3 2024
Reduced 41.01%
|