Institutional Ownership Innovator U.S. Equity Buffer E (BJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJUL). We have compiled data on the 118 institutions that hold shares in the stock, with a total of 3.48 Million shares, which have been reported (via 13F filing form) to have a value of $150 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
32,161
shares
|
$1.38 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
31,205
shares
|
$1.34 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
29,810
shares
|
$1.28 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
29,633
shares
|
$1.27 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
29,341
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
29,330
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
27,636
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
25,158
shares
|
$1.08 Million
0.03% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
25,067
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
Reduced 13.41%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
24,890
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 78.32%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
24,847
shares
|
$1.07 Million
0.08% of portfolio
|
Q1 2024
Reduced 8.62%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
24,450
shares
|
$1.05 Million
0.42% of portfolio
|
Q3 2023
Added 52.81%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
22,546
shares
|
$969,703
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
22,528
shares
|
$968,929
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
21,916
shares
|
$942,607
0.0% of portfolio
|
Q4 2024
Added 67.72%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
21,452
shares
|
$922,650
0.33% of portfolio
|
Q1 2023
Reduced 22.98%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
21,372
shares
|
$919,209
0.42% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,842
shares
|
$896,414
0.0% of portfolio
|
Q3 2024
Added 278.12%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
18,801
shares
|
$808,631
0.03% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
18,503
shares
|
$795,814
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
18,340
shares
|
$788,803
0.13% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
18,237
shares
|
$784,373
0.01% of portfolio
|
Q4 2024
Reduced 32.87%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
16,395
shares
|
$705,148
0.0% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
15,530
shares
|
$667,945
0.0% of portfolio
|
Q3 2022
Added 6.15%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
14,879
shares
|
$639,945
0.27% of portfolio
|
Q4 2024
Reduced 1.54%
|