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 |
|---|---|---|---|---|---|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
8,909
shares
|
$328,029
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
8,800
shares
|
$324,016
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,773
shares
|
$323,021
0.01% of portfolio
|
Q4 2024
Reduced 30.53%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
7,938
shares
|
$292,277
0.06% of portfolio
|
Q3 2023
Reduced 16.93%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,921
shares
|
$291,651
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
7,750
shares
|
$285,355
0.1% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
7,620
shares
|
$280,568
0.02% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
7,599
shares
|
$279,795
0.01% of portfolio
|
Q2 2024
Added 4.35%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
7,331
shares
|
$269,927
0.02% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
7,192
shares
|
$264,809
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
6,718
shares
|
$247,356
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
6,685
shares
|
$246,141
0.16% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
6,409
shares
|
$235,979
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
6,398
shares
|
$235,574
0.15% of portfolio
|
Q4 2023
Reduced 6.72%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
6,397
shares
|
$235,537
0.11% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
6,294
shares
|
$231,745
0.03% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
6,251
shares
|
$230,161
0.01% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
6,005
shares
|
$221,104
0.06% of portfolio
|
Q1 2024
Reduced 44.34%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
5,654
shares
|
$208,180
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
5,634
shares
|
$207,443
0.01% of portfolio
|
Q4 2024
Reduced 18.44%
|
|
|
Mitchell Capital Management CO
|
Feb 05, 2025 Q4 2024 |
5,600
shares
|
$206,192
0.04% of portfolio
|
Q3 2024
Reduced 29.38%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
5,515
shares
|
$203,062
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
5,280
shares
|
$194,409
0.02% of portfolio
|
Q4 2024
Reduced 25.42%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
5,084
shares
|
$187,192
0.02% of portfolio
|
Q2 2024
Added 271.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,115
shares
|
$151,514
0.0% of portfolio
|
Q2 2024
Added 322.05%
|