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Innovator Equity Defined Protection ETF - 1 Yr July (ZJUL) Institutional Ownership

$26.86
+0.04 (+0.15%)
(As of 10/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Innovator Equity Defined Protection ETF - 1 Yr July (BATS:ZJUL)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$9.15M
Number of
Institutional Sellers
(last 12 months)
0
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ZJUL Institutional Buying and Selling by Quarter

Innovator Equity Defined Protection ETF - 1 Yr July Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/18/2024Stratos Wealth Advisors LLC46,501$1.25M0.1%N/A0.000%
10/17/2024Claro Advisors LLC2,232$60K0.0%N/A0.000%
10/17/2024RFG Advisory LLC156,408$4.19M0.1%N/A0.000%
10/10/2024 Concourse Financial Group Securities Inc.965$26K0.0%N/A0.000%
10/9/2024 Cypress Wealth Services LLC72,587$1.94M0.4%N/A0.000%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors15,783$423K0.0%N/A0.000%
10/8/2024 Brookstone Capital Management12,388$332K0.0%N/A0.000%
10/8/2024 Dynamic Advisor Solutions LLC10,776$289K0.0%N/A0.000%
10/7/2024 FC Advisory LLC24,110$646K0.2%N/A0.000%
(Data available from 1/1/2016 forward)

ZJUL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ZJUL shares?

During the previous two years, 9 institutional investors and hedge funds held shares of Innovator Equity Defined Protection ETF - 1 Yr July. The most heavily invested institutionals were RFG Advisory LLC ($4.19M), Cypress Wealth Services LLC ($1.94M), Stratos Wealth Advisors LLC ($1.25M), FC Advisory LLC ($646K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($423K), Brookstone Capital Management ($332K), and Dynamic Advisor Solutions LLC ($289K).Learn more on ZJUL's institutional investors.

Which institutional investors have been buying Innovator Equity Defined Protection ETF - 1 Yr July stock?

Of the 9 institutional investors that purchased Innovator Equity Defined Protection ETF - 1 Yr July stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: RFG Advisory LLC ($156.41K), Cypress Wealth Services LLC ($72.59K), Stratos Wealth Advisors LLC ($46.50K), FC Advisory LLC ($24.11K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($15.78K), Brookstone Capital Management ($12.39K), and Dynamic Advisor Solutions LLC ($10.78K).

How much institutional buying is happening at Innovator Equity Defined Protection ETF - 1 Yr July?

Institutional investors have bought a total of 341,750 shares in the last 24 months. This purchase volume represents approximately $9.15M in transactions.



This page (BATS:ZJUL) was last updated on 10/18/2024 by MarketBeat.com Staff
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