Free Trial

Innovator U.S. Equity Power Buffer ETF - July (PJUL) Institutional Ownership

Innovator U.S. Equity Power Buffer ETF - July logo
$41.76 +0.72 (+1.74%)
As of 03:57 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
110
Total
Institutional Inflows
(last 12 months)
$204.77M
Number of
Institutional Sellers
(last 12 months)
101
Total
Institutional Outflows
(last 12 months)
$277.16M
Get PJUL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Equity 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

PJUL Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025KFG Wealth Management LLC75,768$3.12M0.6%-4.4%0.381%
1/21/2025Gradient Investments LLC13,800$568K0.0%-37.2%0.069%
1/21/2025Encompass More Asset Management31,013$1.28M0.4%+78.4%0.156%
1/21/2025Southland Equity Partners LLC152,156$6.26M1.5%-0.5%0.765%
1/21/2025RFG Advisory LLC23,306$960K0.0%-63.6%0.117%
1/17/2025 Avior Wealth Management LLC10,016$412K0.0%-14.9%0.050%
1/17/2025 Mutual Advisors LLC11,897$493K0.0%-2.4%0.060%
1/17/2025 Janney Montgomery Scott LLC557,926$22.97M0.1%+1.6%2.804%
1/17/2025 Advisory Alpha LLC136,766$5.63M0.2%-1.8%0.687%
1/16/2025 Sugar Maple Asset Management LLC1,630$67K0.1%N/A0.008%
1/15/2025 Yarger Wealth Strategies LLC12,503$515K0.3%-16.9%0.063%
1/14/2025 Outlook Wealth Advisors LLC67,253$2.77M0.8%-6.8%0.338%
1/14/2025 ARS Wealth Advisors Group LLC40,633$1.67M0.2%-0.6%0.204%
1/14/2025 Cardinal Point Capital Management ULC30,355$1.25M0.2%-8.0%0.153%
1/14/2025 Cypress Financial Planning LLC12,273$505K0.2%-2.3%0.062%
1/13/2025 BCS Wealth Management54,805$2.26M0.6%-5.9%0.275%
1/13/2025 Miracle Mile Advisors LLC135,081$5.56M0.1%-3.8%0.679%
1/13/2025 Elmwood Wealth Management Inc.85,397$3.52M1.4%+0.6%0.429%
1/13/2025 HFG Wealth Management LLC99,747$4.04M2.6%-26.3%0.501%
1/13/2025 Brookstone Capital Management119,328$4.91M0.1%-84.4%0.600%
1/8/2025 Weaver Consulting Group112,080$4.61M1.4%-7.9%0.563%
12/13/2024B. Riley Wealth Advisors Inc.6,365$256K0.0%N/A0.032%
11/25/2024World Investment Advisors LLC163,672$6.63M0.2%+94.6%0.822%
11/18/2024Orion Capital Management LLC18,577$752K0.4%-1.6%0.093%
11/15/2024Continuum Advisory LLC25,025$1.03M0.1%+127.6%0.126%
11/15/2024MML Investors Services LLC203,575$8.24M0.0%+31.3%1.023%
11/15/2024Legacy Investment Solutions LLC2,564$106K0.1%N/A0.013%
11/15/2024Orion Portfolio Solutions LLC53,496$2.17M0.0%+220.8%0.269%
11/15/2024Jane Street Group LLC38,510$1.56M0.0%N/A0.194%
11/15/2024 Weaver Consulting Group121,730$4.93M1.6%+2.0%0.612%
11/15/2024SageView Advisory Group LLC25,298$1.02M0.1%+64.9%0.127%
11/15/2024HighTower Advisors LLC442,443$17.92M0.0%+62.5%2.223%
11/15/2024Benjamin Edwards Inc.23,410$948K0.0%N/A0.118%
11/14/2024Tradition Wealth Management LLC8,048$326K0.0%+7.7%0.040%
11/14/2024Encompass More Asset Management17,384$704K0.3%N/A0.087%
11/14/2024Captrust Financial Advisors89,142$3.61M0.0%-16.7%0.448%
11/14/2024First Commonwealth Financial Corp PA46,185$1.87M0.4%+246.3%0.232%
11/14/2024CreativeOne Wealth LLC51,646$2.09M0.1%+105.9%0.260%
11/13/2024WorthPointe LLC59,777$2.42M1.0%-1.5%0.300%
11/13/2024Townsquare Capital LLC140,362$5.68M0.1%+499.2%0.705%
Elon’s #1 AI Stock” SET TO SOAR (Ad)

Forget ChatGPT! Because Elon Musk's AI promises to be 100x more powerful.

11/12/2024Penserra Capital Management LLC984,438$39.85M0.9%+5.9%4.947%
11/12/2024Kingsview Wealth Management LLC32,796$1.33M0.0%+476.0%0.165%
11/12/2024 Certified Advisory Corp14,091$570K0.1%+64.5%0.071%
11/7/2024MAI Capital Management122,806$4.97M0.0%+85.3%0.617%
11/6/2024Signature Estate & Investment Advisors LLC15,371$622K0.0%+112.5%0.077%
11/6/2024OneDigital Investment Advisors LLC52,743$2.14M0.0%+8.6%0.265%
11/6/2024 Pillar Wealth Advisors LLC5,593$226K6.8%-87.1%0.028%
11/5/2024Harbour Investments Inc.164,125$6.64M0.2%+90.7%0.825%
11/5/2024Nations Financial Group Inc. IA ADV29,975$1.21M0.1%N/A0.151%
11/4/2024Sigma Planning Corp14,575$590K0.0%-2.2%0.073%
11/2/2024 XML Financial LLC18,853$763K0.1%-4.4%0.095%
11/1/2024Corrado Advisors LLC61,868$2.50M1.6%-2.6%0.311%
10/31/2024Global Strategic Investment Solutions LLC120,684$4.89M0.6%-4.3%0.606%
10/31/2024Ascent Wealth Partners LLC12,415$503K0.1%+26.2%0.062%
10/31/2024Financial Services Advisory Inc152,351$6.17M1.5%-1.2%0.766%
10/30/2024Maia Wealth LLC5,144$209K0.1%-14.0%0.026%
10/30/2024Catalina Capital Group LLC134,732$5.45M1.8%N/A0.677%
10/30/2024Beacon Financial Advisory LLC5,870$238K0.1%N/A0.029%
10/30/2024Legacy CG LLC318,928$12.91M4.2%N/A1.603%
10/29/2024 Janney Montgomery Scott LLC549,250$22.23M0.1%+5.3%2.760%
10/29/2024Chicago Partners Investment Group LLC41,562$1.69M0.1%-1.0%0.209%
10/29/2024Farther Finance Advisors LLC8,125$329K0.0%N/A0.041%
10/29/2024Kearns & Associates LLC25,755$1.04M0.7%+300.5%0.129%
10/28/2024Creative Financial Designs Inc. ADV18,205$737K0.1%+7.5%0.091%
10/28/2024Focus Financial Network Inc.15,805$640K0.0%-35.9%0.079%
10/28/2024Principal Securities Inc.85,925$3.48M0.1%+75.2%0.432%
10/28/2024Summit Wealth Partners LLC14,250$577K0.1%+4.5%0.072%
10/28/2024Reston Wealth Management LLC1,000$40K0.0%N/A0.005%
10/28/2024Nikulski Financial Inc.18,605$753K0.2%+39.3%0.093%
10/25/2024Cornerstone Wealth Group LLC14,538$588K0.0%+81.6%0.073%
10/25/2024Evermay Wealth Management LLC615$25K0.0%N/A0.003%
10/25/2024Valmark Advisers Inc.20,370$825K0.0%+12.0%0.102%
10/25/2024Strategic Blueprint LLC57,448$2.33M0.1%-13.2%0.289%
10/25/2024 Diversify Advisory Services LLC7,657$312K0.0%-7.2%0.038%
10/24/2024Patriot Financial Group Insurance Agency LLC35,770$1.45M0.2%+11.1%0.180%
10/24/2024FSA Advisors Inc.27,018$1.09M1.1%+4.8%0.136%
10/24/2024Motiv8 Investments LLC226,674$9.18M6.2%+7.1%1.139%
10/24/2024 Wealth Enhancement Advisory Services LLC349,395$14.14M0.0%+168.5%1.756%
10/23/2024 Outlook Wealth Advisors LLC72,187$2.92M0.8%+120.4%0.363%
10/23/2024 Dakota Wealth Management6,493$263K0.0%N/A0.033%
10/22/2024DHJJ Financial Advisors Ltd.15,430$625K0.2%+16.4%0.078%
10/22/2024McAdam LLC80,737$3.27M0.2%-12.0%0.406%
10/22/2024Chris Bulman Inc37,702$1.53M1.0%+34.0%0.189%
10/22/2024Macroview Investment Management LLC1,930$78K0.1%N/A0.010%
10/22/2024Weaver Capital Management LLC87,345$3.54M1.1%+41.0%0.439%
10/22/2024ODonnell Financial Services LLC33,000$1.34M0.5%-5.7%0.166%
10/22/2024Sequoia Financial Advisors LLC5,416$219K0.0%-8.6%0.027%
10/21/2024Foundations Investment Advisors LLC56,867$2.30M0.0%-56.8%0.286%
10/19/2024 ACT Advisors LLC.7,218$292K0.1%N/A0.036%
10/18/2024AA Financial Advisors LLC178,820$7.24M2.1%+5.1%0.899%
This red-hot crypto opportunity could slam shut soon (Ad)

The situation is clear: Crypto is a HUGE hit with investors. Bitcoin became so outrageously popular that early adopters had a shot at absolutely outrageous 14,510% gains or more over the last decade. And it’s far from the only time traders had a shot at obscene gains on crypto. With Ethereum, lucky traders who put $1,000 in 5 years ago and held through the ups and downs would have seen it turn into a staggering $709,740. And now there is a NEW blockchain seeing rapid adoption…

Get the full story when you click here NOW.
10/18/2024Stratos Wealth Advisors LLC95,007$3.85M0.2%N/A0.477%
10/17/2024 BCS Wealth Management58,269$2.36M1.0%+68.4%0.293%
10/11/2024 Elmwood Wealth Management Inc.84,914$3.44M1.4%+2.3%0.427%
10/10/2024Concourse Financial Group Securities Inc.703$28K0.0%N/A0.004%
10/10/2024CRA Financial Services LLC69,000$2.79M0.5%+43.2%0.347%
10/10/2024 Pinnacle Wealth Management Group Inc.8,400$340K0.2%-26.3%0.042%
10/9/2024Castle Rock Wealth Management LLC26,876$1.08M0.3%-2.8%0.135%
10/9/2024Jessup Wealth Management Inc5,732$232K0.1%N/A0.029%
10/8/2024CWM LLC104,586$4.23M0.0%+98.8%0.526%
10/8/2024 Gill Capital Partners LLC27,712$1.12M0.4%+60.9%0.139%
(Data available from 1/1/2016 forward)

PJUL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PJUL shares?

During the previous two years, 226 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - July. The most heavily invested institutionals were Penserra Capital Management LLC ($39.85M), Janney Montgomery Scott LLC ($22.97M), Commonwealth Equity Services LLC ($22.17M), HighTower Advisors LLC ($17.92M), Range Financial Group LLC ($17.39M), Osaic Holdings Inc. ($15.97M), and Wealth Enhancement Advisory Services LLC ($14.14M).Learn more on PJUL's institutional investors.

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

Of the 193 institutional investors that purchased Innovator U.S. Equity Power Buffer ETF - July stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($1.68M), Gradient Investments LLC ($1.21M), SageView Advisory Group LLC ($1.10M), HighTower Advisors LLC ($727.26K), AE Wealth Management LLC ($703.24K), Altfest L J & Co. Inc. ($527.00K), and Range Financial Group LLC ($486.87K).

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

Institutional investors have bought a total of 17,319,647 shares in the last 24 months. This purchase volume represents approximately $602.31M in transactions.

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

Of the 129 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - July stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($2.28M), Gradient Investments LLC ($1.19M), Commonwealth Equity Services LLC ($1.12M), Osaic Holdings Inc. ($855.85K), Wealth Enhancement Advisory Services LLC ($620.36K), Compass Advisory Group LLC ($549.65K), and Altfest L J & Co. Inc. ($513.21K).

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

Institutional investors have sold a total of 11,437,849 shares in the last 24 months. This volume of shares sold represents approximately $413.84M in transactions.



This page (BATS:PJUL) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners