Institutional Ownership Innovator Growth 100 Power Buf (NJUL)
This table provides information about the institutional ownership of Innovator Growth 100 Power Buf (NJUL). We have compiled data on the 121 institutions that hold shares in the stock, with a total of 2.89 Million shares, which have been reported (via 13F filing form) to have a value of $206 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
5,846
shares
|
$416,819
0.0% of portfolio
|
Q3 2025
Reduced 25.97%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
5,596
shares
|
$398,994
0.02% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
5,414
shares
|
$386,018
0.3% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
5,109
shares
|
$364,271
0.21% of portfolio
|
Q1 2025
Reduced 22.13%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
5,102
shares
|
$363,772
0.01% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
5,000
shares
|
$356,500
0.1% of portfolio
|
Q3 2023
Reduced 73.4%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,931
shares
|
$351,580
0.06% of portfolio
|
Q3 2024
Added 174.25%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
4,773
shares
|
$340,314
0.03% of portfolio
|
Q3 2025
Added 29.56%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
4,674
shares
|
$333,256
0.04% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
4,512
shares
|
$321,705
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
4,439
shares
|
$316,500
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
4,433
shares
|
$316,072
0.02% of portfolio
|
Q3 2025
Reduced 12.36%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
4,355
shares
|
$310,511
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
4,294
shares
|
$306,162
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
4,272
shares
|
$304,593
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
4,177
shares
|
$297,820
0.01% of portfolio
|
Q3 2025
Added 7.96%
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
4,056
shares
|
$289,192
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
4,050
shares
|
$288,765
0.01% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
3,970
shares
|
$283,061
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
3,530
shares
|
$251,689
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
3,391
shares
|
$241,778
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
3,224
shares
|
$229,871
0.06% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,078
shares
|
$219,461
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
3,028
shares
|
$215,896
0.08% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
2,872
shares
|
$204,773
0.03% of portfolio
|
Q3 2025
Reduced 12.33%
|
|