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

Innovator U.S. Equity Power Buffer ETF - July logo
$41.18 +0.25 (+0.61%)
(As of 12/20/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
115
Total
Institutional Inflows
(last 12 months)
$220.61M
Number of
Institutional Sellers
(last 12 months)
102
Total
Institutional Outflows
(last 12 months)
$253.62M
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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
12/13/2024 B. Riley Wealth Advisors Inc.6,365$256K0.0%N/A0.032%
11/25/2024 World Investment Advisors LLC163,672$6.63M0.2%+94.6%0.822%
11/18/2024 Orion Capital Management LLC18,577$752K0.4%-1.6%0.093%
11/15/2024 Continuum Advisory LLC25,025$1.03M0.1%+127.6%0.126%
11/15/2024 MML Investors Services LLC203,575$8.24M0.0%+31.3%1.023%
11/15/2024 Legacy Investment Solutions LLC2,564$106K0.1%N/A0.013%
11/15/2024 Orion Portfolio Solutions LLC53,496$2.17M0.0%+220.8%0.269%
11/15/2024 Jane Street Group LLC38,510$1.56M0.0%N/A0.194%
11/15/2024 Weaver Consulting Group121,730$4.93M1.6%+2.0%0.612%
11/15/2024 SageView Advisory Group LLC25,298$1.02M0.1%+64.9%0.127%
11/15/2024 HighTower Advisors LLC442,443$17.92M0.0%+62.5%2.223%
11/15/2024 Benjamin Edwards Inc.23,410$948K0.0%N/A0.118%
11/14/2024 Tradition Wealth Management LLC8,048$326K0.0%+7.7%0.040%
11/14/2024 Encompass More Asset Management17,384$704K0.3%N/A0.087%
11/14/2024 Captrust Financial Advisors89,142$3.61M0.0%-16.7%0.448%
11/14/2024 First Commonwealth Financial Corp PA46,185$1.87M0.4%+246.3%0.232%
11/14/2024 CreativeOne Wealth LLC51,646$2.09M0.1%+105.9%0.260%
11/13/2024 WorthPointe LLC59,777$2.42M1.0%-1.5%0.300%
11/13/2024 Townsquare Capital LLC140,362$5.68M0.1%+499.2%0.705%
11/12/2024 Penserra Capital Management LLC984,438$39.85M0.9%+5.9%4.947%
11/12/2024 Kingsview Wealth Management LLC32,796$1.33M0.0%+476.0%0.165%
11/12/2024 Certified Advisory Corp14,091$570K0.1%+64.5%0.071%
11/7/2024 MAI Capital Management122,806$4.97M0.0%+85.3%0.617%
11/6/2024 Signature Estate & Investment Advisors LLC15,371$622K0.0%+112.5%0.077%
11/6/2024 OneDigital 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%
11/5/2024 Harbour Investments Inc.164,125$6.64M0.2%+90.7%0.825%
11/5/2024 Nations Financial Group Inc. IA ADV29,975$1.21M0.1%N/A0.151%
11/4/2024 Sigma Planning Corp14,575$590K0.0%-2.2%0.073%
11/2/2024 XML Financial LLC18,853$763K0.1%-4.4%0.095%
11/1/2024 Corrado Advisors LLC61,868$2.50M1.6%-2.6%0.311%
10/31/2024 Global Strategic Investment Solutions LLC120,684$4.89M0.6%-4.3%0.606%
10/31/2024 Ascent Wealth Partners LLC12,415$503K0.1%+26.2%0.062%
10/31/2024 Financial Services Advisory Inc152,351$6.17M1.5%-1.2%0.766%
10/30/2024 Maia Wealth LLC5,144$209K0.1%-14.0%0.026%
10/30/2024 Catalina Capital Group LLC134,732$5.45M1.8%N/A0.677%
10/30/2024 Beacon Financial Advisory LLC5,870$238K0.1%N/A0.029%
10/30/2024 Legacy CG LLC318,928$12.91M4.2%N/A1.603%
10/29/2024 Janney Montgomery Scott LLC549,250$22.23M0.1%+5.3%2.760%
10/29/2024 Chicago Partners Investment Group LLC41,562$1.69M0.1%-1.0%0.209%
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10/29/2024 Farther Finance Advisors LLC8,125$329K0.0%N/A0.041%
10/29/2024 Kearns & Associates LLC25,755$1.04M0.7%+300.5%0.129%
10/28/2024 Creative Financial Designs Inc. ADV18,205$737K0.1%+7.5%0.091%
10/28/2024 Focus Financial Network Inc.15,805$640K0.0%-35.9%0.079%
10/28/2024 Principal Securities Inc.85,925$3.48M0.1%+75.2%0.432%
10/28/2024 Summit Wealth Partners LLC14,250$577K0.1%+4.5%0.072%
10/28/2024 Reston Wealth Management LLC1,000$40K0.0%N/A0.005%
10/28/2024 Nikulski Financial Inc.18,605$753K0.2%+39.3%0.093%
10/25/2024 Cornerstone Wealth Group LLC14,538$588K0.0%+81.6%0.073%
10/25/2024 Evermay Wealth Management LLC615$25K0.0%N/A0.003%
10/25/2024 Valmark Advisers Inc.20,370$825K0.0%+12.0%0.102%
10/25/2024 Strategic Blueprint LLC57,448$2.33M0.1%-13.2%0.289%
10/25/2024 Diversify Advisory Services LLC7,657$312K0.0%-7.2%0.038%
10/24/2024 Patriot Financial Group Insurance Agency LLC35,770$1.45M0.2%+11.1%0.180%
10/24/2024 FSA Advisors Inc.27,018$1.09M1.1%+4.8%0.136%
10/24/2024 Motiv8 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%
10/22/2024 DHJJ Financial Advisors Ltd.15,430$625K0.2%+16.4%0.078%
10/22/2024 McAdam LLC80,737$3.27M0.2%-12.0%0.406%
10/22/2024 Chris Bulman Inc37,702$1.53M1.0%+34.0%0.189%
10/22/2024 Macroview Investment Management LLC1,930$78K0.1%N/A0.010%
10/22/2024 Weaver Capital Management LLC87,345$3.54M1.1%+41.0%0.439%
10/22/2024 ODonnell Financial Services LLC33,000$1.34M0.5%-5.7%0.166%
10/22/2024 Sequoia Financial Advisors LLC5,416$219K0.0%-8.6%0.027%
10/21/2024 Foundations Investment Advisors LLC56,867$2.30M0.0%-56.8%0.286%
10/19/2024 ACT Advisors LLC.7,218$292K0.1%N/A0.036%
10/18/2024 AA Financial Advisors LLC178,820$7.24M2.1%+5.1%0.899%
10/18/2024Stratos Wealth Advisors LLC95,007$3.85M0.2%N/A0.477%
10/17/2024BCS 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%
10/10/2024 Concourse Financial Group Securities Inc.703$28K0.0%N/A0.004%
10/10/2024 CRA 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%
10/9/2024 Castle Rock Wealth Management LLC26,876$1.08M0.3%-2.8%0.135%
10/9/2024 Jessup Wealth Management Inc5,732$232K0.1%N/A0.029%
10/8/2024 CWM LLC104,586$4.23M0.0%+98.8%0.526%
10/8/2024 Gill Capital Partners LLC27,712$1.12M0.4%+60.9%0.139%
10/8/2024 Brookstone Capital Management766,632$31.03M0.5%-4.0%3.852%
10/8/2024 Sugarloaf Wealth Management LLC18,605$753K0.1%+13.4%0.093%
10/8/2024 Advance Capital Management Inc.5,105$207K0.0%N/A0.026%
10/8/2024 Cardinal Point Capital Management ULC32,995$1.34M0.2%+22.6%0.166%
10/8/2024 City Center Advisors LLC11,846$480K0.5%-2.7%0.060%
10/7/2024 Cypress Financial Planning LLC12,562$509K0.2%+11.6%0.063%
10/7/2024 Miracle Mile Advisors LLC140,357$5.68M0.1%+3.4%0.705%
10/7/2024 Lakeridge Wealth Management LLC41,491$1.68M0.9%+8.3%0.208%
10/4/2024 HBW Advisory Services LLC28,495$1.15M0.2%-3.9%0.143%
9/23/2024 Centaurus Financial Inc.77,565$3.01M0.2%-5.5%0.390%
9/11/2024 Summit Wealth Partners LLC13,631$530K0.1%-88.5%0.068%
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8/28/2024 Souders Financial Advisors9,711$377K0.1%N/A0.049%
8/22/2024 Cetera Investment Advisers187,025$7.27M0.0%-11.7%0.940%
8/21/2024 Advisory Alpha LLC68,892$2.68M0.1%-57.4%0.346%
8/21/2024 Truist Financial Corp109,624$4.26M0.0%-2.8%0.551%
8/20/2024 HFG Wealth Management LLC135,400$5.26M3.4%-66.5%0.680%
8/16/2024 NewEdge Advisors LLC47,415$1.84M0.0%-35.0%0.238%
8/16/2024 Long Island Wealth Management Inc.40,147$1.56M1.1%-17.7%0.202%
8/15/2024 Delta Investment Management LLC30,649$1.19M0.3%-59.7%0.154%
8/13/2024 AE Wealth Management LLC75,355$2.93M0.0%+5.2%0.379%
8/12/2024 Blair William & Co. IL97,098$3.77M0.0%+448.7%0.488%
(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, 228 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), Brookstone Capital Management ($31.03M), Janney Montgomery Scott LLC ($22.23M), Commonwealth Equity Services LLC ($22.17M), HighTower Advisors LLC ($17.92M), Range Financial Group LLC ($17.39M), and Osaic Holdings Inc. ($15.97M).Learn more on PJUL's institutional investors.

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

Of the 196 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), Compass Advisory Group LLC ($580.64K), and Altfest L J & Co. Inc. ($527.00K).

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

Institutional investors have bought a total of 17,562,407 shares in the last 24 months. This purchase volume represents approximately $609.37M in transactions.

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

Of the 130 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 ($1.64M), Gradient Investments LLC ($1.18M), 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 10,718,128 shares in the last 24 months. This volume of shares sold represents approximately $383.64M in transactions.



This page (BATS:PJUL) was last updated on 12/22/2024 by MarketBeat.com Staff
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