S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
The Senate passes a reauthorization of a key US surveillance program just after a midnight deadline
Closing prices for crude oil, gold and other commodities
MarketBeat Week in Review – 4/15 - 4/19
Crews turn sights to removing debris from ship's deck in Baltimore bridge collapse cleanup
The drug war devastated Black and other minority communities. Is marijuana legalization helping?
A man escaped Sudan's bloody civil war. His mysterious death in Missisippi has sparked suspicion
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
The Senate passes a reauthorization of a key US surveillance program just after a midnight deadline
Closing prices for crude oil, gold and other commodities
MarketBeat Week in Review – 4/15 - 4/19
Crews turn sights to removing debris from ship's deck in Baltimore bridge collapse cleanup
The drug war devastated Black and other minority communities. Is marijuana legalization helping?
A man escaped Sudan's bloody civil war. His mysterious death in Missisippi has sparked suspicion
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
The Senate passes a reauthorization of a key US surveillance program just after a midnight deadline
Closing prices for crude oil, gold and other commodities
MarketBeat Week in Review – 4/15 - 4/19
Crews turn sights to removing debris from ship's deck in Baltimore bridge collapse cleanup
The drug war devastated Black and other minority communities. Is marijuana legalization helping?
A man escaped Sudan's bloody civil war. His mysterious death in Missisippi has sparked suspicion
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
The Senate passes a reauthorization of a key US surveillance program just after a midnight deadline
Closing prices for crude oil, gold and other commodities
MarketBeat Week in Review – 4/15 - 4/19
Crews turn sights to removing debris from ship's deck in Baltimore bridge collapse cleanup
The drug war devastated Black and other minority communities. Is marijuana legalization helping?
A man escaped Sudan's bloody civil war. His mysterious death in Missisippi has sparked suspicion

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

$38.96
-0.26 (-0.66%)
(As of 04/19/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
75
Total
Institutional Inflows
(last 12 months)
$252.14M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$68.52M
Get BJUL Insider Trade Alerts

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

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
4/17/2024Cornerstone Wealth Group LLC24,847$1.00M0.1%-8.6%0.514%
4/16/2024Wealth Enhancement Advisory Services LLC16,743$675K0.0%+96.8%0.180%
4/15/2024Brookstone 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%
4/10/2024 Marcum 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%
2/16/2024Harbour Investments Inc.12,568$473K0.0%+52.4%0.135%
2/16/2024Wealthquest Corp365,583$13.76M1.5%-19.7%3.923%
2/15/2024Townsquare Capital LLC30,238$1.14M0.0%-28.1%0.324%
2/15/2024OLD Mission Capital LLC11,289$425K0.0%N/A0.121%
2/14/2024Kestra Advisory Services LLC14,329$539K0.0%+55.6%0.154%
2/13/2024Envestnet Asset Management Inc.58,124$2.19M0.0%-33.2%0.624%
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%
2/9/2024US Bancorp DE932$35K0.0%N/A0.010%
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%
2/8/2024Janney 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%
2/6/2024Lincoln National Corp44,175$1.66M0.0%+39.3%0.474%
2/6/2024SRS Capital Advisors Inc.12,835$483K0.1%-3.9%0.138%
2/5/2024Vantage Financial Partners LLC5,634$212K0.1%N/A0.060%
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%
2/1/2024CRA 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%
1/30/2024Macroview 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%
1/24/2024Allworth Financial LP38,533$1.45M0.0%-2.2%0.413%
1/22/20244J Wealth Management LLC5,750$216K0.2%-14.8%0.062%
SHOCKING Crypto Leak… (Ad)

A shocking leak has revealed tech giant Microsoft's plans to add crypto support to future products. If the plans in these leaked internal documents pan out, we could see prices skyrocket for Bitcoin, Ethereum, XRP and MORE… The coupling of gaming and cryptocurrency could absolutely transform digital finance as we know it in 2024.

Claim your free seat by clicking here now.
1/18/2024Gradient Investments LLC1,856,766$69.87M1.7%+8.6%19.922%
1/16/2024D.B. Root & Company LLC5,795$218K0.1%-31.3%0.062%
1/16/2024CoreCap Advisors LLC15,635$588K0.0%+5.0%0.168%
1/11/2024Brookstone 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%
1/10/2024 Marcum 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%
11/16/2023GTS Securities LLC25,202$869K0.0%N/A0.270%
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%
11/15/2023Royal Bank of Canada19,908$686K0.0%+172.0%0.214%
11/14/2023Milestone Asset Management LLC208,619$7.19M2.5%N/A2.238%
11/13/2023Sugarloaf Wealth Management LLC8,350$288K0.1%+2,683.3%0.090%
11/13/2023Envestnet Asset Management Inc.87,017$3.00M0.0%+20.8%0.934%
11/13/2023Kestra Advisory Services LLC9,211$318K0.0%+9.1%0.099%
11/9/2023First Heartland Consultants Inc.35,760$1.23M0.2%N/A0.384%
11/9/2023Blair William & Co. IL28,381$978K0.0%+846.0%0.305%
11/8/2023 Ausdal Financial Partners Inc.5,855$202K0.0%N/A0.063%
11/8/2023HighTower Advisors LLC163,332$5.63M0.0%+10.2%1.752%
11/8/2023Janney Montgomery Scott LLC70,741$2.44M0.0%-6.1%0.759%
11/8/2023Atria 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%
11/6/2023Lincoln National Corp31,704$1.09M0.0%+6.7%0.340%
11/4/2023EverSource Wealth Advisors LLC4,552$157K0.0%-10.6%0.049%
11/4/2023D.B. Root & Company LLC8,441$291K0.1%+10.1%0.091%
10/31/2023Allworth 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%
10/27/2023Gradient Investments LLC1,709,296$58.92M1.6%+6,104,528.6%18.340%
10/26/2023Macroview 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%
10/24/2023Stratos Wealth Advisors LLC32,623$1.13M0.1%N/A0.350%
10/24/2023Raymond James Financial Services Advisors Inc.19,682$678K0.0%+77.9%0.211%
10/24/2023Raymond 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%
10/23/2023Commonwealth Equity Services LLC485,239$16.73M0.0%+4.1%5.206%
10/20/2023Brookstone Capital Management226,814$7.80M0.2%N/A2.434%
10/20/2023 Lantz Financial LLC22,988$792K0.3%+14.6%0.247%
10/18/2023Strategic Blueprint LLC15,313$528K0.0%N/A0.164%
10/17/2023Berkshire Money Management Inc.2,097,323$72.30M10.9%+8,078.3%22.503%
10/13/2023John W. Brooker & Co. CPAs6,797$234K0.1%N/A0.073%
10/13/2023PFG Advisors7,225$249K0.0%N/A0.078%
10/13/2023CRA Financial Services LLC6,900$238K0.1%N/A0.074%
10/13/2023Arkadios Wealth Advisors8,593$296K0.0%+11.4%0.092%
10/12/2023IFP Advisors Inc2,659$92K0.0%+39.3%0.029%
Tiny Biotech Stock Wins $75 Billion Patent (Ad)

A little-known biotech has been quietly working on revolutionary treatments for neurodegenerative diseases. Most people have never heard of them... but those in the know have been taking notice. Jeff Bezos cut them a check for $130 million. Fidelity Biosciences for a further $217 million. They've even had several collaborative partnerships with much larger companies like Biogen, Sanofi, and Takeda.

Find out more here >>>
10/12/2023 BCS Wealth Management22,123$763K0.3%+50.0%0.237%
10/12/2023 Global Trust Asset Management LLC24,450$843K0.4%+52.8%0.262%
10/11/2023AE Wealth Management LLC28,266$974K0.0%+39.5%0.303%
10/11/2023 CWM LLC781$27K0.0%N/A0.008%
10/10/2023 Marcum Wealth LLC168,073$5.79M0.7%+0.3%1.803%
10/10/2023 DHJJ Financial Advisors Ltd.27,272$940K0.4%+8.4%0.293%
10/10/2023Outlook Wealth Advisors LLC15,739$543K0.2%+18.5%0.169%
10/5/2023Foundations Investment Advisors LLC207,051$7.14M0.2%N/A2.222%
10/5/2023Integral Investment Advisors Inc.230,268$7.94M5.5%+2.5%2.471%
8/21/2023Osaic Holdings Inc.118,294$4.17M0.0%-17.9%1.269%
(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, 102 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - July. The most heavily invested institutionals were Berkshire Money Management Inc. ($72.30M), Gradient Investments LLC ($69.87M), SageView Advisory Group LLC ($28.05M), Commonwealth Equity Services LLC ($16.73M), Wealthquest Corp ($13.76M), Integral Investment Advisors Inc. ($8.84M), and Milestone Asset Management LLC ($7.19M).Learn more on BJUL's institutional investors.

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

Of the 85 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), Cerity Partners LLC ($1.22M), SageView Advisory Group LLC ($745.56K), Brookstone Capital Management ($227.39K), Commonwealth Equity Services LLC ($224.00K), and Milestone Asset Management LLC ($208.62K).

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

Institutional investors have bought a total of 8,843,359 shares in the last 24 months. This purchase volume represents approximately $301.10M in transactions.

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

Of the 53 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: Cerity Partners LLC ($1.18M), Brookstone Capital Management ($220.01K), Marcum Wealth LLC ($125.59K), Wealthquest Corp ($89.53K), First Commonwealth Financial Corp PA ($66.03K), Osaic Holdings Inc. ($51.65K), and Sigma Planning Corp ($37.94K).

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

Institutional investors have sold a total of 2,104,144 shares in the last 24 months. This volume of shares sold represents approximately $72.81M in transactions.


This page (BATS:BJUL) was last updated on 4/20/2024 by MarketBeat.com Staff

From Our Partners