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

$41.86
+0.34 (+0.82%)
(As of 07/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
64
Total
Institutional Inflows
(last 12 months)
$229.75M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$196.13M
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BJUL Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/26/2024Harbour Investments Inc.11,435$478K0.0%-4.4%0.239%
7/26/2024Cambridge Investment Research Advisors Inc.47,910$2.00M0.0%-9.8%1.002%
7/26/2024My Personal CFO LLC46,920$1.96M1.0%+26.7%0.982%
7/24/2024 Secure Asset Management LLC18,635$779K0.1%+8.9%0.390%
7/19/2024 Berkshire Money Management Inc.252,390$10.55M1.3%-0.2%5.280%
7/18/2024 Gradient Investments LLC24,228$1.01M0.0%-19.5%0.507%
7/18/2024 Brookstone Capital Management348,172$14.80M0.2%+5,016.4%7.284%
7/18/2024 Triad Wealth Partners LLC4,679$195K0.1%N/A0.098%
7/16/2024 Wealth Enhancement Advisory Services LLC16,503$689K0.0%-1.4%0.345%
7/16/2024 BCS Wealth Management18,063$755K0.4%-2.6%0.378%
7/15/2024 RFG Advisory LLC10,427$436K0.0%-42.6%0.218%
7/12/2024 DHJJ Financial Advisors Ltd.20,329$849K0.4%-23.1%0.425%
6/28/2024Bright Futures Wealth Management LLC.5,268$220K0.1%N/A0.110%
5/30/2024Motiv8 Investments LLC36,808$1.48M1.2%+9.9%0.770%
5/24/2024Cetera Advisors LLC23,313$940K0.0%-34.9%0.488%
5/24/2024Cetera Investment Advisers51,531$2.08M0.0%N/A1.078%
5/9/2024Wealthquest Corp73,486$2.96M0.3%-79.9%1.537%
5/9/2024Delta Investment Management LLC16,247$655K0.1%-1.7%0.340%
5/8/2024 Berkshire Money Management Inc.252,870$10.20M1.2%-88.5%5.290%
5/7/2024PFG Advisors6,091$246K0.0%-15.7%0.127%
5/7/2024Spectrum Investment Advisors Inc.8,487$342K0.3%-6.5%0.178%
5/1/2024 Janney Montgomery Scott LLC60,592$2.44M0.0%-1.8%1.254%
4/30/2024Arkadios Wealth Advisors5,275$213K0.0%-39.3%0.109%
4/30/2024Valtinson Bruner Financial Planning LLC21,660$874K0.4%-72.1%0.448%
4/29/2024Commonwealth Equity Services LLC482,434$19.46M0.0%-2.4%9.988%
4/25/2024Cambridge Investment Research Advisors Inc.53,090$2.14M0.0%-37.8%1.099%
4/24/2024Blue Bell Private Wealth Management LLC57,888$2.34M0.5%-2.1%1.199%
4/23/2024 Gradient Investments LLC30,092$1.21M0.0%-98.4%0.623%
4/23/2024Strategic Blueprint LLC11,074$447K0.0%-11.9%0.229%
4/22/2024 Outlook Wealth Advisors LLC14,942$603K0.2%-5.1%0.309%
4/17/2024Cornerstone Wealth Group LLC24,847$1.00M0.1%-8.6%0.514%
4/16/2024 Wealth Enhancement Advisory Services LLC16,743$675K0.0%+96.8%0.180%
4/15/2024 Brookstone Capital Management6,805$274K0.0%-96.7%0.073%
4/11/2024 DHJJ Financial Advisors Ltd.26,432$1.07M0.5%-1.5%0.284%
4/11/2024 RFG Advisory LLC18,154$732K0.0%N/A0.195%
4/10/2024Marcum Wealth LLC42,481$1.71M0.2%-74.3%0.456%
4/10/2024 BCS Wealth Management18,549$748K0.2%-11.3%0.199%
2/26/2024Centaurus Financial Inc.14,190$534K0.0%-5.7%0.152%
2/23/2024Chicago Partners Investment Group LLC5,683$217K0.0%N/A0.061%
2/16/2024Wealthquest Corp365,583$13.76M1.5%-19.7%3.923%
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2/12/2024 Schulz Wealth LTD.8,515$320K0.3%N/A0.091%
2/12/2024Steward Partners Investment Advisory LLC7,843$295K0.0%-15.3%0.084%
2/9/2024SageView Advisory Group LLC745,283$28.05M0.9%+3,750.0%7.997%
2/9/2024Cambridge Investment Research Advisors Inc.85,414$3.21M0.0%-6.3%0.916%
2/8/2024Beacon Pointe Advisors LLC16,600$625K0.0%-6.5%0.178%
2/8/2024 Janney Montgomery Scott LLC61,683$2.32M0.0%-12.8%0.662%
2/7/2024Spectrum Investment Advisors Inc.9,074$341K0.3%N/A0.097%
2/7/2024Principal Securities Inc.3,919$147K0.0%N/A0.042%
2/6/2024Valtinson Bruner Financial Planning LLC77,497$2.92M1.5%-1.7%0.832%
2/6/2024 Lincoln National Corp44,175$1.66M0.0%+39.3%0.474%
2/6/2024SRS Capital Advisors Inc.12,835$483K0.1%-3.9%0.138%
2/2/2024Delta Investment Management LLC16,523$622K0.2%-60.6%0.177%
2/2/2024Acas LLC7,455$281K0.3%-5.1%0.080%
2/1/2024Sigma Planning Corp26,684$1.00M0.1%-58.3%0.286%
2/1/2024 CRA Financial Services LLC8,900$335K0.1%+29.0%0.095%
1/31/2024Integral Investment Advisors Inc.235,037$8.84M5.6%+2.1%2.522%
1/30/2024 Macroview Investment Management LLC31,746$1.20M1.4%-3.4%0.341%
1/30/2024 DHJJ Financial Advisors Ltd.26,837$1.01M0.5%-1.6%0.288%
1/26/2024Cerity Partners LLC47,941$1.80M0.0%+13.4%0.514%
1/25/2024Strategic Blueprint LLC12,569$473K0.0%-17.9%0.135%
1/25/2024Blue Bell Private Wealth Management LLC59,124$2.23M0.5%+5.2%0.634%
1/24/2024 Allworth Financial LP38,533$1.45M0.0%-2.2%0.413%
1/22/2024 4J Wealth Management LLC5,750$216K0.2%-14.8%0.062%
1/18/2024 Gradient Investments LLC1,856,766$69.87M1.7%+8.6%19.922%
1/16/2024 D.B. Root & Company LLC5,795$218K0.1%-31.3%0.062%
1/16/2024CoreCap Advisors LLC15,635$588K0.0%+5.0%0.168%
1/11/2024 Brookstone Capital Management208,455$7.84M0.2%-8.1%2.237%
1/11/2024 BCS Wealth Management20,914$787K0.3%-5.5%0.224%
1/10/2024Creative Financial Designs Inc. ADV4,500$169K0.0%+12.5%0.048%
1/10/2024Marcum Wealth LLC165,554$6.23M0.7%-1.5%1.776%
12/11/2023Sunbelt Securities Inc.9,300$321K0.0%+9.4%0.100%
12/1/2023B. Riley Wealth Advisors Inc.7,550$260K0.0%N/A0.081%
11/16/2023Harbour Investments Inc.8,249$284K0.0%+17.3%0.089%
11/16/2023Penserra Capital Management LLC138,525$4.77M0.1%+43.5%1.486%
11/15/2023Townsquare Capital LLC42,080$1.45M0.0%+57.6%0.452%
11/14/2023 Milestone Asset Management LLC208,619$7.19M2.5%N/A2.238%
11/13/2023 Sugarloaf Wealth Management LLC8,350$288K0.1%+2,683.3%0.090%
11/13/2023Kestra Advisory Services LLC9,211$318K0.0%+9.1%0.099%
11/9/2023 First Heartland Consultants Inc.35,760$1.23M0.2%N/A0.384%
11/9/2023Blair William & Co. IL28,381$978K0.0%+846.0%0.305%
11/8/2023Ausdal Financial Partners Inc.5,855$202K0.0%N/A0.063%
11/8/2023HighTower Advisors LLC163,332$5.63M0.0%+10.2%1.752%
11/8/2023 Janney Montgomery Scott LLC70,741$2.44M0.0%-6.1%0.759%
11/8/2023 Atria Wealth Solutions Inc.6,383$220K0.0%N/A0.068%
11/8/2023Spire Wealth Management32,300$1.11M0.0%+6.6%0.347%
11/6/2023Sigma Planning Corp63,954$2.21M0.1%+286.3%0.686%
11/6/2023My Personal CFO LLC37,320$1.29M1.0%+40.0%0.400%
11/6/2023 Lincoln National Corp31,704$1.09M0.0%+6.7%0.340%
11/4/2023EverSource Wealth Advisors LLC4,552$157K0.0%-10.6%0.049%
11/4/2023 D.B. Root & Company LLC8,441$291K0.1%+10.1%0.091%
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10/31/2023 Allworth Financial LP39,412$1.36M0.0%+246,225.0%0.423%
10/30/2023Blue Bell Private Wealth Management LLC56,213$1.94M0.5%+32.8%0.603%
10/27/2023 Gradient Investments LLC1,709,296$58.92M1.6%+6,104,528.6%18.340%
10/26/2023 Macroview Investment Management LLC32,866$1.13M1.5%N/A0.353%
10/25/2023Beacon Financial Advisory LLC8,224$283K0.2%N/A0.088%
10/24/2023Acas LLC7,855$271K0.3%-9.8%0.084%
10/24/2023 Stratos Wealth Advisors LLC32,623$1.13M0.1%N/A0.350%
10/24/2023 Raymond James Financial Services Advisors Inc.19,682$678K0.0%+77.9%0.211%
10/24/2023 Raymond James & Associates9,012$311K0.0%-5.2%0.097%
10/24/2023Cambridge Investment Research Advisors Inc.91,204$3.14M0.0%+118.0%0.979%
(Data available from 1/1/2016 forward)

BJUL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BJUL shares?

During the previous two years, 95 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - July. The most heavily invested institutionals were SageView Advisory Group LLC ($28.05M), Commonwealth Equity Services LLC ($19.46M), Brookstone Capital Management ($14.80M), Berkshire Money Management Inc. ($10.55M), Integral Investment Advisors Inc. ($8.84M), Milestone Asset Management LLC ($7.19M), and Foundations Investment Advisors LLC ($7.14M).Learn more on BJUL's institutional investors.

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

Of the 78 institutional investors that purchased Innovator U.S. Equity Buffer ETF - July stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Berkshire Money Management Inc. ($2.77M), Gradient Investments LLC ($1.86M), SageView Advisory Group LLC ($745.56K), Brookstone Capital Management ($568.76K), Commonwealth Equity Services LLC ($224.00K), Milestone Asset Management LLC ($208.62K), and Foundations Investment Advisors LLC ($207.05K).

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

Institutional investors have bought a total of 7,789,860 shares in the last 24 months. This purchase volume represents approximately $272.28M in transactions.

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

Of the 56 institutional investors that sold Innovator U.S. Equity Buffer ETF - July stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Berkshire Money Management Inc. ($1.96M), Gradient Investments LLC ($1.83M), Cerity Partners LLC ($1.18M), Wealthquest Corp ($381.63K), Brookstone Capital Management ($220.01K), Marcum Wealth LLC ($125.59K), and First Commonwealth Financial Corp PA ($66.03K).

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

Institutional investors have sold a total of 6,204,846 shares in the last 24 months. This volume of shares sold represents approximately $238.80M in transactions.


This page (BATS:BJUL) was last updated on 7/27/2024 by MarketBeat.com Staff

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