S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
AI Stock Caught Trading Under Secret Name (Ad)
Applied Materials stock is Ray Dalio's favorite in this new cycle
Palo Alto Networks aims at cyber security leadership
Free Stock Analysis Report: See The True Value of Any Stock (Ad)
Spotify sounding better to analysts as company tunes into profits
3 Reasons the Capital One-Discover merger is a big deal
Free Stock Analysis Report: See The True Value of Any Stock (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Bears covered shorts on this ETF, 3 stocks to pop on the shift
S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
AI Stock Caught Trading Under Secret Name (Ad)
Applied Materials stock is Ray Dalio's favorite in this new cycle
Palo Alto Networks aims at cyber security leadership
Free Stock Analysis Report: See The True Value of Any Stock (Ad)
Spotify sounding better to analysts as company tunes into profits
3 Reasons the Capital One-Discover merger is a big deal
Free Stock Analysis Report: See The True Value of Any Stock (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Bears covered shorts on this ETF, 3 stocks to pop on the shift
S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
AI Stock Caught Trading Under Secret Name (Ad)
Applied Materials stock is Ray Dalio's favorite in this new cycle
Palo Alto Networks aims at cyber security leadership
Free Stock Analysis Report: See The True Value of Any Stock (Ad)
Spotify sounding better to analysts as company tunes into profits
3 Reasons the Capital One-Discover merger is a big deal
Free Stock Analysis Report: See The True Value of Any Stock (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Bears covered shorts on this ETF, 3 stocks to pop on the shift
S&P 500   4,981.80
DOW   38,612.24
QQQ   425.61
Palo Alto Networks, Keysight fall; Garmin, Toll Brothers rise, Wednesday, 2/21/2024
AI Stock Caught Trading Under Secret Name (Ad)
Applied Materials stock is Ray Dalio's favorite in this new cycle
Palo Alto Networks aims at cyber security leadership
Free Stock Analysis Report: See The True Value of Any Stock (Ad)
Spotify sounding better to analysts as company tunes into profits
3 Reasons the Capital One-Discover merger is a big deal
Free Stock Analysis Report: See The True Value of Any Stock (Ad)
How major US stock indexes fared Wednesday, 2/21/2024
Bears covered shorts on this ETF, 3 stocks to pop on the shift

Innovator U.S. Small Cap Power Buffer ETF - July (KJUL) Institutional Ownership

$26.89
-0.09 (-0.33%)
(As of 02/21/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$136.36 M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$37.27 M
Get KJUL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Small Cap Power 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

KJUL Institutional Buying and Selling by Quarter


Innovator U.S. Small Cap Power Buffer ETF - July Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/16/2024Secured Retirement Advisors LLC19,959$0.54M0.5%N/A0.317%
2/15/2024Wolverine Trading LLC13,886$0.38M0.0%N/A0.220%
2/15/2024OLD Mission Capital LLC7,557$0.21M0.0%N/A0.120%
2/14/2024Kestra Advisory Services LLC41,888$1.13M0.0%+71.6%0.665%
2/14/2024Personal CFO Solutions LLC383,493$10.39M1.8%-0.7%6.087%
2/13/2024Envestnet Asset Management Inc.17,532$0.48M0.0%-44.5%0.278%
2/13/2024Cetera Advisor Networks LLC50,196$1.36M0.0%+17.5%0.797%
2/12/2024Tradition Wealth Management LLC220,767$6.39M0.7%-0.9%3.504%
2/12/2024Steward Partners Investment Advisory LLC1,832$50K0.0%-45.0%0.029%
2/9/2024Cambridge Investment Research Advisors Inc.44,535$1.21M0.0%-6.3%0.707%
2/9/2024InterOcean Capital Group LLC30,640$0.83M0.0%-25.8%0.486%
2/8/2024BCGM Wealth Management LLC7,610$0.21M0.1%N/A0.121%
2/8/2024Janney Montgomery Scott LLC9,005$0.24M0.0%N/A0.143%
2/7/2024Avantax Advisory Services Inc.37,378$1.01M0.0%-62.9%0.593%
2/7/2024Cary Street Partners Investment Advisory LLC169,814$4.60M0.2%+70,655.8%2.695%
2/7/2024Berger Financial Group Inc92,079$2.49M0.3%+30.6%1.462%
2/7/2024Principal Securities Inc.62,616$1.70M0.1%N/A0.994%
2/6/2024Valtinson Bruner Financial Planning LLC17,037$0.46M0.2%+2.3%0.270%
2/6/2024Lincoln National Corp42,021$1.14M0.0%+18.6%0.667%
2/5/2024Triumph Capital Management15,519$0.42M0.2%N/A0.246%
2/5/2024Pillar Wealth Advisors LLC43,093$1.17M0.9%+15.8%0.684%
2/2/2024ODonnell Financial Services LLC68,528$1.86M0.9%-53.2%1.088%
2/2/2024Truist Financial Corp18,327$0.50M0.0%+6.7%0.291%
2/2/2024Atria Wealth Solutions Inc.9,091$0.25M0.0%N/A0.144%
2/1/2024Corrado Advisors LLC15,520$0.42M0.3%-2.9%0.246%
2/1/2024Capital Investment Advisory Services LLC39,226$1.06M0.1%-2.2%0.623%
1/31/2024Castle Wealth Management LLC20,113$0.55M0.3%N/A0.319%
1/31/2024Onyx Bridge Wealth Group LLC84,654$2.29M0.5%+3.6%1.344%
1/30/2024Private Client Services LLC43,709$1.18M1.0%N/A0.694%
1/30/2024Legacy CG LLC370,812$10.04M3.8%N/A5.886%
1/29/2024Compass Advisory Group LLC38,604$1.05M0.5%-93.5%0.613%
1/25/2024Blue Bell Private Wealth Management LLC27,632$0.75M0.2%-4.9%0.439%
1/24/2024Allworth Financial LP299,348$8.11M0.1%-1.0%4.752%
1/23/2024Crown Wealth Group LLC26,307$0.71M0.4%-13.2%0.418%
1/18/2024Gradient Investments LLC644,887$17.47M0.4%+9.9%10.236%
1/18/2024Maltin Wealth Management Inc.166,250$4.50M2.9%+0.5%2.639%
1/18/2024Altfest L J & Co. Inc.12,182$0.33M0.0%-96.7%0.193%
1/16/2024Raymond James Financial Services Advisors Inc.46,253$1.25M0.0%+57.2%0.734%
1/16/2024Raymond James & Associates20,638$0.56M0.0%-22.8%0.328%
1/12/2024Global Strategic Investment Solutions LLC24,821$0.67M0.1%-83.9%0.394%
1/11/2024Brookstone Capital Management103,481$2.80M0.1%+1.8%1.643%
1/11/2024FORVIS Wealth Advisors LLC66,704$1.81M0.1%-10.3%1.059%
1/11/2024BCS Wealth Management10,693$0.29M0.1%-10.9%0.170%
1/11/2024Diligent Investors LLC67,488$1.83M0.5%+9.3%1.071%
1/10/2024Marcum Wealth LLC85,126$2.31M0.2%-1.3%1.351%
1/8/2024Gill Capital Partners LLC35,180$0.95M0.4%-3.8%0.558%
12/11/2023Sunbelt Securities Inc.16,232$0.41M0.1%+4.0%0.258%
12/1/2023PFS Partners LLC190,702$4.77M4.2%+762,708.0%3.027%
11/13/2023Personal CFO Solutions LLC386,109$9.66M1.9%N/A6.129%
11/13/2023Sugarloaf Wealth Management LLC5,875$0.15M0.0%N/A0.093%
11/13/2023Envestnet Asset Management Inc.31,588$0.79M0.0%+67.8%0.501%
11/13/2023Kestra Advisory Services LLC24,417$0.61M0.0%+71.3%0.388%
11/9/2023Wealth Alliance9,985$0.25M0.0%N/A0.158%
11/9/2023Blair William & Co. IL42,799$1.07M0.0%N/A0.679%
11/8/2023HighTower Advisors LLC697,609$17.47M0.0%+6,727.9%11.073%
11/8/2023Avantax Advisory Services Inc.100,627$2.52M0.0%+6.7%1.597%
11/8/2023Pillar Wealth Advisors LLC37,222$0.93M0.8%-1.2%0.591%
11/7/2023Kingsview Wealth Management LLC8,669$0.22M0.0%N/A0.138%
11/6/2023Corrado Advisors LLC15,986$0.40M0.3%N/A0.254%
11/6/2023Lincoln National Corp35,438$0.89M0.0%+94.7%0.563%
11/6/2023Diligent Investors LLC61,738$1.55M0.5%+110.1%0.980%
11/3/2023Berger Financial Group Inc70,519$1.76M0.2%+82.5%1.119%
11/3/2023SageView Advisory Group LLC39,883$1M0.1%+122.9%0.633%
11/2/2023Coldstream Capital Management Inc.10,389$0.26M0.0%+16.0%0.165%
11/2/2023Capital Investment Advisory Services LLC40,103$1M0.1%+6.1%0.637%
10/31/2023Allworth Financial LP302,508$7.57M0.1%+77.6%4.802%
10/30/2023Blue Bell Private Wealth Management LLC29,060$0.73M0.2%-2.5%0.461%
10/27/2023Gradient Investments LLC586,853$14.68M0.4%N/A9.315%
10/26/2023Altfest L J & Co. Inc.365,141$9.14M1.4%N/A5.796%
10/26/2023Chicago Partners Investment Group LLC16,347$0.39M0.0%+5.4%0.259%
10/26/2023FORVIS Wealth Advisors LLC74,385$1.86M0.1%-2.4%1.181%
10/25/2023Crown Wealth Group LLC30,300$0.76M0.6%N/A0.481%
10/25/2023Gill Capital Partners LLC36,586$0.92M0.4%+5.5%0.581%
10/24/2023Compass Advisory Group LLC593,543$14.85M7.8%+5,485.2%9.421%
10/24/2023Valtinson Bruner Financial Planning LLC16,652$0.42M0.2%+6.3%0.264%
10/24/2023Raymond James Financial Services Advisors Inc.29,414$0.74M0.0%+248.4%0.467%
10/24/2023Raymond James & Associates26,744$0.67M0.0%N/A0.425%
10/24/2023Cambridge Investment Research Advisors Inc.47,538$1.19M0.0%+45.9%0.755%
10/23/2023Commonwealth Equity Services LLC406,018$10.16M0.0%+51.8%6.445%
10/20/2023Brookstone Capital Management101,659$2.48M0.1%N/A1.614%
10/20/2023ODonnell Financial Services LLC146,500$3.67M2.0%N/A2.325%
10/20/2023U.S. Capital Wealth Advisors LLC9,239$0.23M0.0%N/A0.147%
10/16/2023Onyx Bridge Wealth Group LLC81,739$2.05M0.5%N/A1.297%
10/13/2023PFG Advisors8,845$0.22M0.0%N/A0.140%
10/13/2023Global Strategic Investment Solutions LLC154,239$3.86M0.5%+215.3%2.448%
10/13/2023Cypress Wealth Services LLC49,481$1.24M0.3%N/A0.785%
10/12/2023BCS Wealth Management12,007$0.30M0.1%+19.7%0.191%
10/12/2023Global Trust Asset Management LLC17,500$0.44M0.2%+3,400.0%0.278%
10/11/2023AE Wealth Management LLC23,280$0.58M0.0%N/A0.370%
10/11/2023Maltin Wealth Management Inc.165,465$4.14M2.8%+7.6%2.626%
10/10/2023Marcum Wealth LLC86,261$2.16M0.3%+4.3%1.369%
10/10/2023DHJJ Financial Advisors Ltd.24,786$0.62M0.3%+41.4%0.393%
10/10/2023Outlook Wealth Advisors LLC13,670$0.34M0.1%+9.3%0.217%
8/21/2023Osaic Holdings Inc.109,775$2.82M0.0%+33.4%1.742%
8/15/2023Benjamin F. Edwards & Company Inc.4,100$0.11M0.0%-49.3%0.065%
8/15/2023Citadel Advisors LLC19,599$0.50M0.0%-5.5%0.311%
8/11/2023SageView Advisory Group LLC17,893$0.46M0.0%N/A0.284%
8/11/2023WorthPointe LLC31,900$0.82M0.5%+6.8%0.506%
8/11/2023Kestra Advisory Services LLC14,251$0.37M0.0%-32.0%0.226%
8/10/2023Osaic Holdings Inc.109,775$2.82M0.0%+33.4%1.742%
(Data available from 1/1/2016 forward)













KJUL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KJUL shares?

During the previous two years, 86 institutional investors and hedge funds held shares of Innovator U.S. Small Cap Power Buffer ETF - July. The most heavily invested institutionals were Gradient Investments LLC ($17.47M), HighTower Advisors LLC ($17.47M), Personal CFO Solutions LLC ($10.39M), Commonwealth Equity Services LLC ($10.16M), Legacy CG LLC ($10.04M), Allworth Financial LP ($8.11M), and Tradition Wealth Management LLC ($6.39M).Learn more on KJUL's institutional investors.

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

Of the 77 institutional investors that purchased Innovator U.S. Small Cap Power Buffer ETF - July stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: HighTower Advisors LLC ($0.70M), Gradient Investments LLC ($0.64M), Compass Advisory Group LLC ($0.59M), Personal CFO Solutions LLC ($0.39M), Legacy CG LLC ($0.37M), Altfest L J & Co. Inc. ($0.37M), and Commonwealth Equity Services LLC ($0.32M).

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

Institutional investors have bought a total of 5,710,606 shares in the last 24 months. This purchase volume represents approximately $144.79M in transactions.

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

Of the 38 institutional investors that sold Innovator U.S. Small Cap Power Buffer ETF - July stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Compass Advisory Group LLC ($0.57M), Altfest L J & Co. Inc. ($0.35M), Global Strategic Investment Solutions LLC ($0.13M), Tradition Wealth Management LLC ($0.11M), ODonnell Financial Services LLC ($77.97K), Avantax Advisory Services Inc. ($63.25K), and IFP Advisors Inc ($34.80K).

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

Institutional investors have sold a total of 1,520,589 shares in the last 24 months. This volume of shares sold represents approximately $40.47M in transactions.


This page (BATS:KJUL) was last updated on 2/22/2024 by MarketBeat.com Staff