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 |
|---|---|---|---|---|---|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
5,022
shares
|
$208,613
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
4,900
shares
|
$203,546
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
4,599
shares
|
$191,042
0.0% of portfolio
|
Q2 2024
Reduced 58.51%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
4,589
shares
|
$190,627
0.01% of portfolio
|
Q2 2024
Reduced 25.8%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 09, 2024 Q2 2024 |
3,850
shares
|
$159,929
0.0% of portfolio
|
Q2 2024
Added 315.77%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
3,784
shares
|
$157,187
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,695
shares
|
$153,490
0.0% of portfolio
|
Q1 2021
Reduced 68.34%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Aug 12, 2024 Q2 2024 |
3,547
shares
|
$147,342
0.07% of portfolio
|
Q2 2024
Reduced 60.94%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
3,416
shares
|
$141,900
0.01% of portfolio
|
Q1 2024
Added 131.12%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 25, 2024 Q2 2024 |
2,872
shares
|
$119,302
0.07% of portfolio
|
Q2 2023
Reduced 9.97%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
2,513
shares
|
$104,390
0.0% of portfolio
|
Q2 2024
Added 63.18%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,500
shares
|
$103,850
0.0% of portfolio
|
Q3 2022
Reduced 23.08%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,087
shares
|
$86,693
0.01% of portfolio
|
Q3 2024
Added 49.07%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
2,000
shares
|
$83,080
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
1,866
shares
|
$77,513
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
1,300
shares
|
$54,002
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
800
shares
|
$33,232
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
626
shares
|
$26,004
0.03% of portfolio
|
Q2 2022
Reduced 33.55%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 13, 2024 Q2 2024 |
481
shares
|
$19,980
0.01% of portfolio
|
Q3 2023
Added 1.26%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
304
shares
|
$12,628
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
203
shares
|
$8,432
0.0% of portfolio
|
Q3 2024
Reduced 40.12%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
94
shares
|
$3,904
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Aug 02, 2024 Q2 2024 |
56
shares
|
$2,326
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
56
shares
|
$2,326
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
40
shares
|
$1,661
0.0% of portfolio
|
Q1 2024
New holding
|