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 265 institutions that hold shares in the stock, with a total of 18.1 Million shares, which have been reported (via 13F filing form) to have a value of $761 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
353
shares
|
$14,847
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
345
shares
|
$14,510
0.0% of portfolio
|
Q2 2023
Reduced 75.0%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
341
shares
|
$14,342
0.0% of portfolio
|
Q4 2024
Reduced 81.48%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
319
shares
|
$13,417
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
244
shares
|
$10,262
0.0% of portfolio
|
Q4 2024
Added 388.0%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
217
shares
|
$9,127
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
204
shares
|
$8,580
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
190
shares
|
$7,991
0.0% of portfolio
|
Q1 2024
Reduced 33.33%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
150
shares
|
$6,309
0.0% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
113
shares
|
$4,752
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
101
shares
|
$4,248
0.0% of portfolio
|
Q4 2024
Reduced 97.22%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
94
shares
|
$3,953
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
60
shares
|
$2,523
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
52
shares
|
$2,187
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
17
shares
|
$715
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
1
shares
|
$42
0.0% of portfolio
|
Q4 2024
New holding
|