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

$29.01
+0.10 (+0.35%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Small Cap Power Buffer ETF - July (BATS:KJUL)

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$75.80M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$66.18M
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KJUL Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/1/2024Corrado 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%
8/22/2024Cetera Investment Advisers74,434$2.06M0.0%-13.2%1.480%
8/21/2024Truist Financial Corp17,103$473K0.0%+35.1%0.340%
8/16/2024Long Island Wealth Management Inc.35,102$970K0.7%-24.5%0.698%
8/10/2024Wealth 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%
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%
5/24/2024Cetera Investment Advisers85,782$2.41M0.0%+230.3%1.705%
5/9/2024Kingsview Wealth Management LLC9,425$265K0.0%+7.8%0.185%
5/8/2024Avantax Advisory Services Inc.36,998$1.04M0.0%-1.0%0.725%
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5/2/2024Crown 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%
4/22/2024Altfest 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%
4/19/2024FORVIS 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%
4/16/2024PFS Partners LLC1,182$33K0.0%-99.4%0.022%
4/15/2024 Brookstone Capital Management9,516$267K0.0%-90.8%0.180%
4/15/2024Sunbelt 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%
2/14/2024Personal CFO Solutions LLC383,493$10.39M1.8%-0.7%6.087%
2/12/2024Tradition Wealth Management LLC220,767$6.39M0.7%-0.9%3.504%
2/9/2024InterOcean Capital Group LLC30,640$830K0.0%-25.8%0.486%
2/8/2024BCGM Wealth Management LLC7,610$206K0.1%N/A0.121%
2/7/2024Avantax 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%
2/7/2024Berger 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%
2/6/2024Valtinson 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%
2/5/2024Pillar 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%
2/2/2024Truist Financial Corp18,327$496K0.0%+6.7%0.291%
2/2/2024Atria Wealth Solutions Inc.9,091$246K0.0%N/A0.144%
2/1/2024Corrado 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%
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%
1/23/2024Crown 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%
1/18/2024Altfest 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%
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1/11/2024 Brookstone Capital Management103,481$2.80M0.1%+1.8%1.643%
1/11/2024FORVIS Wealth Advisors LLC66,704$1.81M0.1%-10.3%1.059%
1/11/2024BCS Wealth Management10,693$290K0.1%-10.9%0.170%
1/11/2024Diligent Investors LLC67,488$1.83M0.5%+9.3%1.071%
1/10/2024 Marcum Wealth LLC85,126$2.31M0.2%-1.3%1.351%
1/8/2024 Gill Capital Partners LLC35,180$953K0.4%-3.8%0.558%
12/11/2023Sunbelt Securities Inc.16,232$406K0.1%+4.0%0.258%
12/1/2023PFS Partners LLC190,702$4.77M4.2%+762,708.0%3.027%
11/13/2023Personal CFO Solutions LLC386,109$9.66M1.9%N/A6.129%
11/13/2023 Sugarloaf Wealth Management LLC5,875$147K0.0%N/A0.093%
(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, 84 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 ($17.47M), Personal CFO Solutions LLC ($10.39M), Legacy CG LLC ($10.04M), Commonwealth Equity Services LLC ($8.97M), Tradition Wealth Management LLC ($6.39M), Allworth Financial LP ($5.59M), and Maltin Wealth Management Inc. ($5.54M).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 76 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 6,123,823 shares in the last 24 months. This purchase volume represents approximately $157.06M in transactions.

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

Of the 42 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 ($113.28K).

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

Institutional investors have sold a total of 2,639,906 shares in the last 24 months. This volume of shares sold represents approximately $72.00M in transactions.


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This page (BATS:KJUL) was last updated on 11/2/2024 by MarketBeat.com Staff
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