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Innovator U.S. Equity Accelerated 9 Buffer ETF - January (XBJA) Institutional Ownership

$28.75 +0.03 (+0.10%)
(As of 12/20/2024 ET)

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Accelerated 9 Buffer ETF - January (BATS:XBJA)

Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$25.65M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$15.23M
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XBJA Institutional Buying and Selling by Quarter

Innovator U.S. Equity Accelerated 9 Buffer ETF - January Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/2/2024 Capasso Planning Partners LLC27,973$793K0.2%-75.7%0.804%
11/19/2024 Barclays PLC6,992$198K0.0%N/A0.201%
11/18/2024 Sunbelt Securities Inc.63,876$1.81M0.2%-1.7%1.836%
11/15/2024 Barclays PLC6,992$198K0.0%N/A0.201%
11/14/2024 Encompass More Asset Management16,095$456K0.2%N/A0.463%
11/12/2024 Centaurus Financial Inc.88,289$2.50M0.2%-6.6%2.537%
10/8/2024 CWM LLC9,546$271K0.0%+4,924.2%0.274%
10/8/2024 Brookstone Capital Management33,681$955K0.0%-70.3%0.968%
9/23/2024 Centaurus Financial Inc.94,574$2.62M0.2%-8.1%2.718%
8/22/2024 Cetera Investment Advisers503,675$13.94M0.0%-1.5%14.473%
8/16/2024 Sunbelt Securities Inc.64,992$1.80M0.2%+2.6%1.868%
8/5/2024 Blue Bell Private Wealth Management LLC92,695$2.57M0.5%-0.7%2.664%
7/31/2024Commonwealth Equity Services LLC48,724$1.35M0.0%-1.8%1.400%
7/30/2024 Sterling Financial Planning Inc.208,997$5.78M2.3%+10.2%6.006%
7/30/2024 Millington Financial Advisors LLC218,184$6.04M4.2%-2.2%6.270%
7/26/2024 Cambridge Investment Research Advisors Inc.70,749$1.96M0.0%-33.7%2.033%
7/18/2024 Brookstone Capital Management113,292$3.15M0.1%+0.5%3.256%
5/24/2024Cetera Advisors LLC188,724$5.09M0.0%N/A5.423%
5/24/2024 Cetera Investment Advisers511,593$13.80M0.0%+187.6%14.701%
5/14/2024 First Commonwealth Financial Corp PA 28,605$771K0.2%-80.2%0.822%
5/14/2024 CreativeOne Wealth LLC36,719$990K0.0%+104.4%1.055%
5/11/2024 Orion Capital Management LLC10,721$289K0.2%+10.3%0.308%
4/30/2024 Arkadios Wealth Advisors8,714$235K0.0%N/A0.250%
4/30/2024Commonwealth Equity Services LLC49,608$1.34M0.0%-66.1%1.397%
4/25/2024 Cambridge Investment Research Advisors Inc.106,726$2.88M0.0%-14.9%3.006%
4/24/2024 Blue Bell Private Wealth Management LLC93,366$2.52M0.5%-0.5%2.630%
4/24/2024 Capasso Planning Partners LLC135,144$3.65M1.5%+3.9%3.807%
4/15/2024 Brookstone Capital Management112,703$3.04M0.1%+918.3%3.175%
4/15/2024 Sunbelt Securities Inc.63,362$1.71M0.2%-48.2%1.785%
4/11/2024 DHJJ Financial Advisors Ltd.2,685$72K0.0%+17.0%0.000%
2/26/2024 Centaurus Financial Inc.123,515$3.18M0.2%-8.4%0.000%
2/13/2024Cetera Advisor Networks LLC213,545$5.50M0.0%-0.6%0.000%
2/12/2024 Steward Partners Investment Advisory LLC152,830$3.94M0.1%+18.0%0.000%
2/9/2024 Cambridge Investment Research Advisors Inc.125,471$3.23M0.0%-13.2%0.000%
2/9/2024 CreativeOne Wealth LLC17,962$463K0.0%N/A0.000%
2/7/2024 Arlington Capital Management Inc.11,431$294K0.3%N/A0.000%
2/6/2024 Orion Capital Management LLC9,721$250K0.1%+203.8%0.000%
2/1/2024 Millington Financial Advisors LLC16,608$428K0.3%+101.0%0.000%
1/31/2024 Sterling Financial Planning Inc.156,424$4.03M1.7%+25.3%0.000%
1/26/2024 Capasso Planning Partners LLC130,061$3.35M1.6%N/A0.000%
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1/25/2024 Blue Bell Private Wealth Management LLC93,875$2.42M0.6%-0.5%0.000%
1/11/2024 Brookstone Capital Management11,068$285K0.0%N/A0.000%
12/11/2023 Sunbelt Securities Inc.142,150$3.52M0.5%-5.7%0.000%
11/16/2023 Orion Capital Management LLC3,200$79K0.1%N/A0.000%
11/15/2023 WealthPlan Investment Management LLC9,970$247K0.0%N/A0.000%
11/9/2023 WealthPlan Investment Management LLC9,970$247K0.0%N/A0.000%
11/8/2023 HighTower Advisors LLC11,670$289K0.0%-3.7%0.000%
11/6/2023 Sterling Financial Planning Inc.124,883$3.09M1.6%+6.0%0.000%
11/2/2023 Millington Financial Advisors LLC8,263$205K0.2%N/A0.000%
10/30/2023 Blue Bell Private Wealth Management LLC94,310$2.34M0.6%-2.2%0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.144,498$3.58M0.0%+39.8%0.000%
10/23/2023Commonwealth Equity Services LLC138,387$3.43M0.0%+288.4%0.000%
10/10/2023 DHJJ Financial Advisors Ltd.2,295$57K0.0%N/A0.000%
8/16/2023 Sunbelt Securities Inc.150,690$3.71M0.5%+1.9%0.000%
8/14/2023 Snowden Capital Advisors LLC22,550$554K0.0%N/A0.000%
8/11/2023 SageView Advisory Group LLC19,938$490K0.0%N/A0.000%
8/11/2023 Kestra Advisory Services LLC32,965$810K0.0%-25.0%0.000%
8/10/2023 Osaic Holdings Inc.115,580$2.84M0.0%+6.8%0.000%
8/10/2023 First Commonwealth Financial Corp PA149,581$3.68M1.2%-3.4%0.000%
8/10/2023Cetera Advisor Networks LLC13,160$324K0.0%+43.7%0.000%
8/10/2023 Cetera Investment Advisers140,580$3.46M0.0%+271.8%0.000%
8/8/2023 Blue Bell Private Wealth Management LLC96,456$2.37M0.6%+11.0%0.000%
8/2/2023 Bank of Montreal Can3,250$80K0.0%N/A0.000%
7/28/2023 Sterling Financial Planning Inc.117,832$2.90M1.4%+39.7%0.000%
7/18/2023 Allworth Financial LP232,410$5.71M0.0%N/A0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.103,363$2.54M0.0%N/A0.000%
5/18/2023 Centaurus Financial Inc.85,362$1.99M0.2%N/A0.000%
5/17/2023 Sunbelt Securities Inc.147,860$3.43M0.6%+928.6%0.000%
5/15/2023 First Commonwealth Financial Corp PA154,826$3.61M1.3%N/A0.000%
5/10/2023 Orion Capital Management LLC3,000$70K0.0%N/A0.000%
5/8/2023 Blue Bell Private Wealth Management LLC86,872$2.03M0.6%N/A0.000%
5/4/2023 Sterling Financial Planning Inc.84,338$1.97M1.1%+248.1%0.000%
4/28/2023 Fort Washington Investment Advisors Inc. OH10,000$233K0.0%N/A0.000%
4/14/2023 Global Trust Asset Management LLC16,500$385K0.2%+10.0%0.000%
2/8/2023 Sunbelt Securities Inc.14,375$315K0.1%-7.7%0.000%
2/7/2023Commonwealth Equity Services LLC12,060$264K0.0%N/A0.000%
2/7/2023 Sterling Financial Planning Inc.24,227$531K0.3%+8.8%0.000%
1/31/2023 Kestra Advisory Services LLC15,670$343K0.0%+26.1%0.000%
(Data available from 1/1/2016 forward)

XBJA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XBJA shares?

During the previous two years, 32 institutional investors and hedge funds held shares of Innovator U.S. Equity Accelerated 9 Buffer ETF - January. The most heavily invested institutionals were Cetera Investment Advisers ($13.94M), Millington Financial Advisors LLC ($6.04M), Sterling Financial Planning Inc. ($5.78M), Allworth Financial LP ($5.71M), Cetera Advisor Networks LLC ($5.50M), Cetera Advisors LLC ($5.09M), and Steward Partners Investment Advisory LLC ($3.94M).Learn more on XBJA's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Accelerated 9 Buffer ETF - January stock?

Of the 31 institutional investors that purchased Innovator U.S. Equity Accelerated 9 Buffer ETF - January stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cetera Investment Advisers ($436.48K), Allworth Financial LP ($232.41K), Cetera Advisors LLC ($188.72K), First Commonwealth Financial Corp PA ($154.83K), Sterling Financial Planning Inc. ($153.55K), Cambridge Investment Research Advisors Inc. ($144.50K), and Sunbelt Securities Inc. ($137.95K).

How much institutional buying is happening at Innovator U.S. Equity Accelerated 9 Buffer ETF - January?

Institutional investors have bought a total of 2,237,944 shares in the last 24 months. This purchase volume represents approximately $56.40M in transactions.

Which Innovator U.S. Equity Accelerated 9 Buffer ETF - January major shareholders have been selling company stock?

Of the 13 institutional investors that sold Innovator U.S. Equity Accelerated 9 Buffer ETF - January stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Commonwealth Financial Corp PA ($120.83K), Commonwealth Equity Services LLC ($97.75K), Capasso Planning Partners LLC ($86.98K), Brookstone Capital Management ($79.61K), Cambridge Investment Research Advisors Inc. ($73.75K), Sunbelt Securities Inc. ($69.82K), and Centaurus Financial Inc. ($26.00K).

How much institutional selling is happening at Innovator U.S. Equity Accelerated 9 Buffer ETF - January?

Institutional investors have sold a total of 584,202 shares in the last 24 months. This volume of shares sold represents approximately $15.93M in transactions.



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