Institutional Ownership Innovator U.S. Equity Power Bu (PJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJAN). We have compiled data on the 222 institutions that hold shares in the stock, with a total of 17.9 Million shares, which have been reported (via 13F filing form) to have a value of $756 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
36,526
shares
|
$1.54 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
36,523
shares
|
$1.54 Million
0.38% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
35,735
shares
|
$1.51 Million
0.37% of portfolio
|
Q1 2024
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
35,472
shares
|
$1.5 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
33,822
shares
|
$1.43 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 08, 2024 Q3 2024 |
32,511
shares
|
$1.37 Million
0.71% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
32,126
shares
|
$1.35 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
First City Capital Management, Inc.
|
Nov 07, 2024 Q3 2024 |
30,200
shares
|
$1.27 Million
0.64% of portfolio
|
Q4 2023
Added 18.9%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
29,550
shares
|
$1.25 Million
0.25% of portfolio
|
Q1 2024
Reduced 4.83%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,529
shares
|
$1.25 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
29,393
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Added 1069.64%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
28,839
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2024
Reduced 45.62%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
27,935
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.85%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
27,667
shares
|
$1.17 Million
0.12% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
27,566
shares
|
$1.16 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
26,828
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
26,771
shares
|
$1.13 Million
0.47% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
26,581
shares
|
$1.12 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
26,225
shares
|
$1.11 Million
0.51% of portfolio
|
Q3 2024
Reduced 9.35%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
25,734
shares
|
$1.09 Million
0.15% of portfolio
|
Q2 2022
Reduced 8.22%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
24,878
shares
|
$1.05 Million
0.56% of portfolio
|
Q1 2024
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
24,610
shares
|
$1.04 Million
0.76% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
24,520
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
24,492
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
24,150
shares
|
$1.02 Million
0.26% of portfolio
|
Q2 2024
Added 28.18%
|