Institutional Ownership Innovator U.S. Equity Power Bu (PJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUL). We have compiled data on the 249 institutions that hold shares in the stock, with a total of 19.9 Million shares, which have been reported (via 13F filing form) to have a value of $816 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
2,000
shares
|
$81,980
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
1,930
shares
|
$79,110
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
1,900
shares
|
$77,881
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
1,841
shares
|
$75,462
0.01% of portfolio
|
Q3 2024
Added 439.88%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,473
shares
|
$60,378
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,459
shares
|
$59,804
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,325
shares
|
$54,311
0.0% of portfolio
|
Q3 2022
Added 307.69%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
1,000
shares
|
$40,990
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
703
shares
|
$28,815
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
618
shares
|
$25,331
0.02% of portfolio
|
Q3 2023
Reduced 33.83%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
615
shares
|
$25,208
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
564
shares
|
$23,118
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
495
shares
|
$20,290
0.01% of portfolio
|
Q3 2023
Reduced 75.25%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
400
shares
|
$16,396
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
353
shares
|
$14,469
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
345
shares
|
$14,141
0.0% of portfolio
|
Q2 2023
Reduced 75.0%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
319
shares
|
$13,075
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
190
shares
|
$7,788
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
150
shares
|
$6,148
0.0% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
94
shares
|
$3,853
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
60
shares
|
$2,459
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
52
shares
|
$2,131
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
50
shares
|
$2,049
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
17
shares
|
$696
0.0% of portfolio
|
Q4 2023
New holding
|