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 235 institutions that hold shares in the stock, with a total of 18.8 Million shares, which have been reported (via 13F filing form) to have a value of $778 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
23,912
shares
|
$989,000
0.26% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
23,886
shares
|
$987,924
0.5% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
23,846
shares
|
$986,270
0.01% of portfolio
|
Q4 2024
Added 9.81%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
23,775
shares
|
$983,334
0.66% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
23,620
shares
|
$976,923
0.04% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
23,438
shares
|
$969,395
0.47% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
22,120
shares
|
$914,883
0.01% of portfolio
|
Q1 2024
Added 97.85%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
22,094
shares
|
$913,807
0.19% of portfolio
|
Q4 2024
Added 237.98%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
21,520
shares
|
$890,067
0.13% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Feb 05, 2025 Q4 2024 |
21,125
shares
|
$873,730
0.69% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
20,426
shares
|
$844,819
0.36% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
20,158
shares
|
$833,734
0.0% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
20,116
shares
|
$831,997
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
20,065
shares
|
$829,888
0.29% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
19,610
shares
|
$811,069
0.21% of portfolio
|
Q4 2024
Reduced 45.12%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
19,595
shares
|
$810,449
0.08% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Helium Advisors LLC
Everett, WA |
Feb 18, 2025 Q4 2024 |
19,433
shares
|
$803,748
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
19,039
shares
|
$787,453
0.17% of portfolio
|
Q1 2024
Reduced 22.13%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
18,556
shares
|
$767,476
0.03% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
18,375
shares
|
$759,990
0.07% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
17,845
shares
|
$738,069
0.07% of portfolio
|
Q4 2024
Reduced 10.98%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
17,063
shares
|
$705,725
0.21% of portfolio
|
Q4 2024
Reduced 28.06%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
16,600
shares
|
$686,576
0.27% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
16,173
shares
|
$668,915
0.1% of portfolio
|
Q1 2025
Reduced 40.96%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
16,029
shares
|
$662,959
0.07% of portfolio
|
Q4 2024
Reduced 67.28%
|