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 117 institutions that hold shares in the stock, with a total of 4.54 Million shares, which have been reported (via 13F filing form) to have a value of $201 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
15,112
shares
|
$669,461
0.29% of portfolio
|
Q3 2024
Reduced 30.08%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
14,942
shares
|
$661,930
0.23% of portfolio
|
Q1 2024
Reduced 5.06%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
13,958
shares
|
$618,339
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
13,803
shares
|
$611,472
0.02% of portfolio
|
Q3 2024
Added 20.71%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
13,146
shares
|
$582,367
0.14% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
13,067
shares
|
$578,868
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
13,042
shares
|
$577,760
0.05% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
12,160
shares
|
$538,688
0.05% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
11,976
shares
|
$530,536
0.01% of portfolio
|
Q3 2024
Reduced 50.57%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
11,775
shares
|
$521,632
0.57% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
10,916
shares
|
$483,578
0.01% of portfolio
|
Q2 2024
Reduced 4.04%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
10,531
shares
|
$466,523
0.01% of portfolio
|
Q3 2024
Added 39.48%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
10,497
shares
|
$465,017
0.0% of portfolio
|
Q3 2024
Reduced 36.39%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,319
shares
|
$457,131
0.1% of portfolio
|
Q3 2024
Reduced 12.36%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10,140
shares
|
$449,202
0.09% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
9,272
shares
|
$410,749
0.0% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
9,050
shares
|
$400,915
0.08% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
8,971
shares
|
$397,415
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
8,774
shares
|
$388,688
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jan 08, 2025 Q3 2024 |
8,176
shares
|
$362,196
0.12% of portfolio
|
Q1 2024
Added 59.47%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
8,114
shares
|
$359,450
0.18% of portfolio
|
Q2 2024
Added 54.02%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
8,014
shares
|
$355,020
0.09% of portfolio
|
Q2 2024
Added 42.24%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
7,000
shares
|
$310,100
0.02% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
6,866
shares
|
$304,163
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
6,807
shares
|
$301,550
0.0% of portfolio
|
Q3 2024
Added 12.53%
|