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 268 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 $733 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mitchell Capital Management CO
|
Feb 05, 2025 Q4 2024 |
6,200
shares
|
$250,790
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
6,103
shares
|
$246,866
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,045
shares
|
$244,520
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
5,983
shares
|
$242,012
0.02% of portfolio
|
Q2 2024
Added 0.74%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
5,970
shares
|
$241,486
0.01% of portfolio
|
Q1 2024
Reduced 72.56%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
5,870
shares
|
$237,441
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
5,852
shares
|
$236,713
0.0% of portfolio
|
Q4 2024
Reduced 57.59%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
5,848
shares
|
$236,551
0.1% of portfolio
|
Q1 2024
Reduced 1.18%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
5,748
shares
|
$232,506
0.03% of portfolio
|
Q2 2024
Reduced 11.13%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
5,700
shares
|
$230,565
0.09% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
5,672
shares
|
$229,432
0.01% of portfolio
|
Q2 2024
Reduced 13.01%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Jan 31, 2025 Q4 2024 |
5,533
shares
|
$223,809
0.1% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
5,416
shares
|
$219,077
0.0% of portfolio
|
Q3 2024
Reduced 8.59%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
5,402
shares
|
$218,510
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
5,370
shares
|
$217,216
0.01% of portfolio
|
Q4 2024
Reduced 8.81%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
5,357
shares
|
$216,690
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
5,260
shares
|
$212,767
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
5,245
shares
|
$212,160
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,185
shares
|
$209,733
0.0% of portfolio
|
Q4 2024
Reduced 33.11%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
5,160
shares
|
$208,722
0.2% of portfolio
|
Q4 2024
Reduced 44.77%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
5,105
shares
|
$206,497
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,980
shares
|
$201,441
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
4,904
shares
|
$198,366
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
4,437
shares
|
$179,476
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
3,988
shares
|
$161,314
0.01% of portfolio
|
Q3 2024
Reduced 38.53%
|