Institutional Ownership Innovator 20+ Year Treasury Bo (TFJL)
This table provides information about the institutional ownership of Innovator 20+ Year Treasury Bo (TFJL). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 3.63 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
2,045,069
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
715,966
shares
|
$0
5.91% of portfolio
|
Q3 2024
Added 12.81%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
189,045
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
166,152
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
124,819
shares
|
$0
1.08% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
78,857
shares
|
$0
1.45% of portfolio
|
Q3 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
72,703
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 28.22%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
53,239
shares
|
$0
0.38% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Innova Wealth Partners
|
Oct 30, 2024 Q3 2024 |
48,370
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
48,370
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 14.63%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
30,226
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
25,670
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 10.24%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
23,039
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
9,725
shares
|
$0
0.03% of portfolio
|
Q3 2024
Reduced 28.06%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,221
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,016
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 1.87%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
741
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 63.04%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
141
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 54.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
68
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
22
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|