Institutional Ownership Innovator U.S. Equity Power Bu (PJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUN). We have compiled data on the 172 institutions that hold shares in the stock, with a total of 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $483 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
42,941
shares
|
$1.58 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
41,314
shares
|
$1.52 Million
0.1% of portfolio
|
Q4 2024
Reduced 30.91%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
40,765
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.18%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
37,559
shares
|
$1.38 Million
0.49% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
37,084
shares
|
$1.37 Million
0.04% of portfolio
|
Q4 2024
Reduced 35.15%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
36,941
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Reduced 28.09%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
36,629
shares
|
$1.35 Million
0.11% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
35,874
shares
|
$1.32 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
35,553
shares
|
$1.31 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
35,240
shares
|
$1.3 Million
0.21% of portfolio
|
Q4 2023
Reduced 2.87%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
34,678
shares
|
$1.28 Million
0.46% of portfolio
|
Q4 2024
Added 16.09%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
33,172
shares
|
$1.22 Million
0.04% of portfolio
|
Q2 2022
Reduced 12.1%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
32,055
shares
|
$1.18 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
31,771
shares
|
$1.17 Million
0.3% of portfolio
|
Q4 2024
Reduced 12.38%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
30,555
shares
|
$1.13 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
28,403
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
28,363
shares
|
$1.04 Million
0.15% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
27,838
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
27,806
shares
|
$1.02 Million
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
26,316
shares
|
$968,955
0.01% of portfolio
|
Q4 2024
Reduced 17.56%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
24,764
shares
|
$911,810
0.03% of portfolio
|
Q4 2024
Reduced 9.77%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
24,488
shares
|
$901,648
0.03% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
24,234
shares
|
$892,295
0.03% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
23,912
shares
|
$880,439
0.01% of portfolio
|
Q2 2024
Added 5.4%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
22,942
shares
|
$844,724
0.01% of portfolio
|
Q4 2024
Reduced 17.91%
|