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 227 institutions that hold shares in the stock, with a total of 19.4 Million shares, which have been reported (via 13F filing form) to have a value of $804 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Aug 01, 2024 Q2 2024 |
19,039
shares
|
$790,880
0.19% of portfolio
|
Q1 2024
Reduced 22.13%
|
|
|
Parker Financial LLC
Silverdale, WA |
Aug 07, 2024 Q2 2024 |
17,949
shares
|
$745,601
0.39% of portfolio
|
Q2 2024
Reduced 8.29%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 30, 2024 Q2 2024 |
16,661
shares
|
$692,097
0.28% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
16,466
shares
|
$683,997
0.3% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
15,999
shares
|
$664,598
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
15,940
shares
|
$662,147
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
15,940
shares
|
$662,147
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
15,381
shares
|
$638,926
0.0% of portfolio
|
Q2 2024
Added 170.55%
|
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
15,296
shares
|
$635,395
0.05% of portfolio
|
Q2 2024
Reduced 40.4%
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
15,068
shares
|
$625,924
0.0% of portfolio
|
Q1 2024
Added 3950.54%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
15,030
shares
|
$624,346
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
14,822
shares
|
$615,705
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parkside Investments, LLC
|
Oct 15, 2024 Q3 2024 |
14,700
shares
|
$610,638
0.09% of portfolio
|
Q1 2024
Reduced 2.16%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
14,429
shares
|
$599,380
0.41% of portfolio
|
Q3 2024
Added 27.66%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
14,343
shares
|
$595,808
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
14,100
shares
|
$585,714
0.05% of portfolio
|
Q4 2023
Reduced 3.42%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
13,482
shares
|
$560,042
0.03% of portfolio
|
Q2 2024
Reduced 23.18%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
13,427
shares
|
$557,757
0.12% of portfolio
|
Q3 2024
Reduced 10.57%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
13,412
shares
|
$557,134
0.06% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
13,348
shares
|
$554,475
0.19% of portfolio
|
Q4 2023
Added 35.22%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
13,023
shares
|
$540,975
0.02% of portfolio
|
Q3 2024
Reduced 82.57%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
12,886
shares
|
$535,284
0.39% of portfolio
|
Q3 2024
Reduced 25.02%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 08, 2024 Q2 2024 |
12,528
shares
|
$520,413
0.12% of portfolio
|
Q4 2023
Added 73.66%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
12,498
shares
|
$519,166
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Delta Investment Management, LLC
|
Aug 13, 2024 Q2 2024 |
12,341
shares
|
$512,645
0.12% of portfolio
|
Q2 2024
Reduced 23.45%
|