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 3.37 Million shares, which have been reported (via 13F filing form) to have a value of $142 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
6,606
shares
|
$277,319
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
6,522
shares
|
$273,793
0.07% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
6,372
shares
|
$267,496
0.0% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
6,364
shares
|
$267,160
0.02% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
6,220
shares
|
$261,115
0.02% of portfolio
|
Q4 2024
Reduced 11.14%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
6,164
shares
|
$258,764
0.34% of portfolio
|
Q4 2024
Reduced 91.15%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
6,135
shares
|
$257,547
0.1% of portfolio
|
Q3 2024
Added 25.1%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
6,041
shares
|
$253,601
0.03% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,979
shares
|
$250,998
0.0% of portfolio
|
Q4 2024
Reduced 12.16%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
5,957
shares
|
$250,074
0.01% of portfolio
|
Q1 2025
Reduced 55.48%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
5,750
shares
|
$241,384
0.24% of portfolio
|
Q4 2023
Reduced 14.81%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
5,695
shares
|
$239,076
0.08% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,695
shares
|
$239,076
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
5,420
shares
|
$227,531
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
5,368
shares
|
$225,348
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Feb 05, 2025 Q4 2024 |
5,125
shares
|
$215,147
0.18% of portfolio
|
Q3 2024
Reduced 39.81%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
4,945
shares
|
$207,591
0.1% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
4,679
shares
|
$196,424
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
4,139
shares
|
$173,755
0.0% of portfolio
|
Q4 2024
Reduced 55.36%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
4,049
shares
|
$169,977
0.01% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
3,859
shares
|
$162,000
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,236
shares
|
$135,847
0.0% of portfolio
|
Q3 2024
Added 25.23%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
3,000
shares
|
$125,939
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,815
shares
|
$118,173
0.01% of portfolio
|
Q1 2024
Reduced 3.3%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
2,385
shares
|
$100,122
0.02% of portfolio
|
Q3 2024
Added 98.75%
|