Free Trial
→ 2025 could be “worse than the dot-com bust”, says man who predicted 2008 banking crisis (From Stansberry Research) (Ad) Free KJUL Stock Alerts

Innovator U.S. Small Cap Power Buffer ETF - July (KJUL) Institutional Ownership

$29.38 +0.16 (+0.55%)
(As of 12/20/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for Innovator U.S. Small Cap Power Buffer ETF - July (BATS:KJUL)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$40.13M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$67.24M
Get KJUL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Small Cap Power Buffer ETF - July stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

KJUL Institutional Buying and Selling by Quarter

Innovator U.S. Small Cap Power Buffer ETF - July Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Sunbelt Securities Inc.11,370$331K0.0%-11.4%0.226%
11/15/2024 MML Investors Services LLC8,371$244K0.0%N/A0.166%
11/15/2024 Jane Street Group LLC13,106$382K0.0%-61.8%0.261%
11/15/2024 SageView Advisory Group LLC24,805$723K0.0%-4.3%0.493%
11/15/2024 HighTower Advisors LLC600,705$17.50M0.0%-1.7%11.942%
11/14/2024 Tradition Wealth Management LLC19,818$577K0.1%-11.1%0.394%
11/12/2024 M Holdings Securities Inc.29,719$866K0.2%+33.8%0.591%
11/6/2024 Signature Estate & Investment Advisors LLC8,717$254K0.0%N/A0.173%
11/5/2024 Harbour Investments Inc.6,353$185K0.0%+28.6%0.126%
11/4/2024 Sigma Planning Corp13,366$389K0.0%N/A0.266%
11/1/2024 Corrado Advisors LLC47,359$1.38M0.9%-3.8%0.942%
10/31/2024 Global Strategic Investment Solutions LLC25,114$732K0.1%-6.9%0.499%
10/28/2024 Focus Financial Network Inc.6,975$203K0.0%N/A0.139%
10/24/2024 Motiv8 Investments LLC165,078$4.81M3.2%+93.8%3.282%
10/24/2024 Wealth Enhancement Advisory Services LLC54,569$1.59M0.0%+33.3%1.085%
10/23/2024 Allworth Financial LP192,041$5.59M0.0%+2,167.6%3.818%
10/22/2024 DHJJ Financial Advisors Ltd.25,137$732K0.3%+17.9%0.500%
10/22/2024 Chris Bulman Inc43,361$1.26M0.9%-3.1%0.862%
10/22/2024 ODonnell Financial Services LLC56,527$1.65M0.7%-3.9%1.124%
10/17/2024Onyx Bridge Wealth Group LLC98,370$2.87M0.4%+0.9%1.956%
10/9/2024 Maltin Wealth Management Inc.190,144$5.54M2.7%+0.2%3.780%
10/9/2024 Cypress Wealth Services LLC51,234$1.49M0.3%+3.5%1.019%
10/9/2024 Marcum Wealth LLC26,393$769K0.1%+40.7%0.525%
10/8/2024 Brookstone Capital Management24,775$722K0.0%+109.2%0.493%
10/8/2024 Sugarloaf Wealth Management LLC18,462$538K0.1%+58.1%0.367%
8/22/2024 Cetera Investment Advisers74,434$2.06M0.0%-13.2%1.480%
8/21/2024 Truist Financial Corp17,103$473K0.0%+35.1%0.340%
8/16/2024 Long Island Wealth Management Inc.35,102$970K0.7%-24.5%0.698%
8/10/2024 Wealth Alliance12,820$354K0.0%+28.4%0.255%
8/6/2024 Chris Bulman Inc44,730$1.24M0.8%N/A0.889%
8/6/2024 Motiv8 Investments LLC85,158$2.35M1.7%-0.5%1.693%
8/5/2024 Blue Bell Private Wealth Management LLC24,038$664K0.1%-4.5%0.478%
8/1/2024 FSA Advisors Inc.12,588$348K0.4%+17.5%0.250%
7/31/2024Commonwealth Equity Services LLC324,349$8.97M0.0%-23.1%6.448%
7/30/2024 ODonnell Financial Services LLC58,832$1.63M0.7%-1.3%1.170%
7/22/2024Onyx Bridge Wealth Group LLC97,516$2.70M0.4%+1.4%1.939%
7/18/2024 Gradient Investments LLC8,724$241K0.0%-18.4%0.173%
7/18/2024 Brookstone Capital Management11,842$341K0.0%+24.4%0.235%
7/18/2024 Triad Wealth Partners LLC1,600$44K0.0%N/A0.032%
7/16/2024 Wealth Enhancement Advisory Services LLC40,929$1.13M0.0%-19.1%0.814%
2025 could be “worse than the dot-com bust”, says man who predicted 2008 banking crisis (Ad)

Dan is sharing his latest work with the public. Because what he's tracking right now, he says, is too serious to keep private.

Click here to see Dan's full warning to the public.
7/16/2024BCS Wealth Management9,543$264K0.1%-3.8%0.190%
7/12/2024 Maltin Wealth Management Inc.189,704$5.24M2.8%+3.7%3.771%
7/12/2024 DHJJ Financial Advisors Ltd.21,321$589K0.2%-11.6%0.424%
7/9/2024 Fragasso Financial Advisors Inc63,660$1.76M0.1%-6.9%1.266%
7/8/2024 Sugarloaf Wealth Management LLC11,677$323K0.1%+98.8%0.232%
5/30/2024 Motiv8 Investments LLC85,625$2.40M1.9%N/A1.702%
5/24/2024Cetera Advisors LLC15,208$427K0.0%-35.9%0.302%
5/24/2024 Cetera Investment Advisers85,782$2.41M0.0%+230.3%1.705%
5/9/2024 Kingsview Wealth Management LLC9,425$265K0.0%+7.8%0.185%
5/8/2024 Avantax Advisory Services Inc.36,998$1.04M0.0%-1.0%0.725%
5/2/2024 Crown Wealth Group LLC24,795$696K0.4%-5.7%0.486%
4/29/2024Commonwealth Equity Services LLC421,526$11.84M0.0%-3.8%8.265%
4/29/2024 Castle Wealth Management LLC14,527$408K0.2%-27.8%0.285%
4/29/2024Onyx Bridge Wealth Group LLC96,126$2.61M0.5%+13.6%1.885%
4/24/2024 Blue Bell Private Wealth Management LLC25,158$706K0.2%-9.0%0.475%
4/23/2024 Gradient Investments LLC10,688$300K0.0%-98.3%0.202%
4/22/2024 Altfest L J & Co. Inc.9,493$267K0.0%-22.1%0.179%
4/22/2024 Outlook Wealth Advisors LLC12,711$357K0.1%-7.0%0.240%
4/19/2024 FORVIS Wealth Advisors LLC65,928$1.85M0.0%-1.2%1.244%
4/16/2024 Maltin Wealth Management Inc.182,981$5.14M2.9%+10.1%3.452%
4/16/2024 PFS Partners LLC1,182$33K0.0%-99.4%0.022%
4/15/2024 Brookstone Capital Management9,516$267K0.0%-90.8%0.180%
4/15/2024 Sunbelt Securities Inc.12,840$361K0.0%-23.2%0.242%
4/11/2024 DHJJ Financial Advisors Ltd.24,126$677K0.3%-2.0%0.455%
4/10/2024 Marcum Wealth LLC18,759$527K0.1%-78.0%0.354%
4/10/2024 Fragasso Group Inc.68,374$1.92M0.2%-3.3%1.290%
4/10/2024BCS Wealth Management9,918$278K0.1%-7.2%0.187%
2/23/2024 Chicago Partners Investment Group LLC18,622$495K0.0%+13.9%0.296%
2/16/2024 Secured Retirement Advisors LLC19,959$541K0.5%N/A0.317%
2/14/2024 Personal CFO Solutions LLC383,493$10.39M1.8%-0.7%6.087%
2/12/2024 Tradition Wealth Management LLC220,767$6.39M0.7%-0.9%3.504%
2/9/2024InterOcean Capital Group LLC30,640$830K0.0%-25.8%0.486%
2/8/2024 BCGM Wealth Management LLC7,610$206K0.1%N/A0.121%
2/7/2024 Avantax Advisory Services Inc.37,378$1.01M0.0%-62.9%0.593%
2/7/2024 Cary Street Partners Investment Advisory LLC169,814$4.60M0.2%+70,655.8%2.695%
2/7/2024 Berger Financial Group Inc92,079$2.49M0.3%+30.6%1.462%
2/7/2024 Principal Securities Inc.62,616$1.70M0.1%N/A0.994%
2/6/2024 Valtinson Bruner Financial Planning LLC17,037$461K0.2%+2.3%0.270%
2/6/2024 Lincoln National Corp42,021$1.14M0.0%+18.6%0.667%
2/5/2024Triumph Capital Management15,519$420K0.2%N/A0.246%
2/5/2024 Pillar Wealth Advisors LLC43,093$1.17M0.9%+15.8%0.684%
2/2/2024 ODonnell Financial Services LLC68,528$1.86M0.9%-53.2%1.088%
2/2/2024 Truist Financial Corp18,327$496K0.0%+6.7%0.291%
2/2/2024 Atria Wealth Solutions Inc.9,091$246K0.0%N/A0.144%
2/1/2024 Corrado Advisors LLC15,520$420K0.3%-2.9%0.246%
2/1/2024 Capital Investment Advisory Services LLC39,226$1.06M0.1%-2.2%0.623%
1/31/2024 Castle Wealth Management LLC20,113$545K0.3%N/A0.319%
1/31/2024Onyx Bridge Wealth Group LLC84,654$2.29M0.5%+3.6%1.344%
1/30/2024 Private Client Services LLC43,709$1.18M1.0%N/A0.694%
1/30/2024 Legacy CG LLC370,812$10.04M3.8%N/A5.886%
2025 could be “worse than the dot-com bust”, says man who predicted 2008 banking crisis (Ad)

Dan is sharing his latest work with the public. Because what he's tracking right now, he says, is too serious to keep private.

Click here to see Dan's full warning to the public.
1/29/2024 Compass Advisory Group LLC38,604$1.05M0.5%-93.5%0.613%
1/25/2024 Blue Bell Private Wealth Management LLC27,632$748K0.2%-4.9%0.439%
1/24/2024 Allworth Financial LP299,348$8.11M0.1%-1.0%4.752%
1/23/2024 Crown Wealth Group LLC26,307$712K0.4%-13.2%0.418%
1/18/2024 Gradient Investments LLC644,887$17.47M0.4%+9.9%10.236%
1/18/2024 Maltin Wealth Management Inc.166,250$4.50M2.9%+0.5%2.639%
1/18/2024 Altfest L J & Co. Inc.12,182$330K0.0%-96.7%0.193%
1/16/2024Raymond James Financial Services Advisors Inc.46,253$1.25M0.0%+57.2%0.734%
1/16/2024Raymond James & Associates20,638$559K0.0%-22.8%0.328%
1/12/2024 Global Strategic Investment Solutions LLC24,821$672K0.1%-83.9%0.394%
(Data available from 1/1/2016 forward)

KJUL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KJUL shares?

During the previous two years, 90 institutional investors and hedge funds held shares of Innovator U.S. Small Cap Power Buffer ETF - July. The most heavily invested institutionals were HighTower Advisors LLC ($17.50M), Personal CFO Solutions LLC ($10.39M), Legacy CG LLC ($10.04M), Commonwealth Equity Services LLC ($8.97M), Allworth Financial LP ($5.59M), Maltin Wealth Management Inc. ($5.54M), and Motiv8 Investments LLC ($4.81M).Learn more on KJUL's institutional investors.

Which institutional investors have been buying Innovator U.S. Small Cap Power Buffer ETF - July stock?

Of the 81 institutional investors that purchased Innovator U.S. Small Cap Power Buffer ETF - July stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: HighTower Advisors LLC ($696.59K), Gradient Investments LLC ($644.89K), Compass Advisory Group LLC ($592.89K), Allworth Financial LP ($486.08K), Personal CFO Solutions LLC ($386.11K), Legacy CG LLC ($370.81K), and Altfest L J & Co. Inc. ($365.14K).

How much institutional buying is happening at Innovator U.S. Small Cap Power Buffer ETF - July?

Institutional investors have bought a total of 6,163,203 shares in the last 24 months. This purchase volume represents approximately $158.21M in transactions.

Which Innovator U.S. Small Cap Power Buffer ETF - July major shareholders have been selling company stock?

Of the 45 institutional investors that sold Innovator U.S. Small Cap Power Buffer ETF - July stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gradient Investments LLC ($636.16K), Compass Advisory Group LLC ($565.41K), Altfest L J & Co. Inc. ($355.65K), PFS Partners LLC ($189.74K), Global Strategic Investment Solutions LLC ($133.47K), Commonwealth Equity Services LLC ($120.59K), and Tradition Wealth Management LLC ($115.76K).

How much institutional selling is happening at Innovator U.S. Small Cap Power Buffer ETF - July?

Institutional investors have sold a total of 2,676,377 shares in the last 24 months. This volume of shares sold represents approximately $73.07M in transactions.


Related Companies

This page (BATS:KJUL) was last updated on 12/22/2024 by MarketBeat.com Staff
From Our Partners
This Crypto Is Set to Explode in December
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
WARNING: “Buffett Indicator” flashing for first time in 50 years
Warren Buffett has sold a staggering $97 billion worth of stocks this year... But why? Our research indi...
Behind the Markets | Sponsored
Your bank is lying to you.
You might think you have your money in a high-yield savings account, but do you really? The national average A...
MyBankTracker | Sponsored
Rare "crisis signal" triggers for third time in U.S. market
A rare pattern has just repeated for the third time in U.S. history. The last two times this happened, the...
Stansberry Research | Sponsored
Could This Tiny Device Help You Make an Extra $30k a Year?
I believe it’s going to power Elon Musk’s next AI revolution… A revolution he believes will be worth more t...
Brownstone Research | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored
HOTTEST TRADER IN AMERICA 🔥🔥🔥
Ready for a rocket ride this weekend? After alerting his readers to a tiny $2 stock called Bright Minds Bio...
Timothy Sykes | Sponsored
Buffett's Oil Bet + This 22% Dividend Play
Warren Buffett has been quietly amassing a massive position in oil stocks. But while Buffett's picks (Occid...
Investors Alley | Sponsored