Free Trial

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

→ “Retirement Secret” Showed 995% Gain Last Time We Shared It (From Stansberry Research) (Ad)
Free KJUL Stock Alerts
$26.91
-0.15 (-0.55%)
(As of 04/25/2024 ET)
Compare
Stock AnalysisChartHoldingsOwnership

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

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$133.63M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$62.12M
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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 Blue Bell Private Wealth Management LLC25,158$706K0.2%-9.0%0.475%
4/23/2024 Gradient Investments LLC10,688$300K0.0%-98.3%0.202%
4/22/2024 Altfest L J & Co. Inc.9,493$267K0.0%-22.1%0.179%
4/22/2024 Outlook Wealth Advisors LLC12,711$357K0.1%-7.0%0.240%
4/19/2024 FORVIS Wealth Advisors LLC65,928$1.85M0.0%-1.2%1.244%
4/16/2024 Maltin Wealth Management Inc.182,981$5.14M2.9%+10.1%3.452%
4/16/2024 PFS Partners LLC1,182$33K0.0%-99.4%0.022%
4/15/2024 Brookstone Capital Management9,516$267K0.0%-90.8%0.180%
4/15/2024 Sunbelt Securities Inc.12,840$361K0.0%-23.2%0.242%
4/11/2024 DHJJ Financial Advisors Ltd.24,126$677K0.3%-2.0%0.455%
4/10/2024 Marcum Wealth LLC18,759$527K0.1%-78.0%0.354%
4/10/2024 Fragasso Group Inc.68,374$1.92M0.2%-3.3%1.290%
4/10/2024 BCS Wealth Management9,918$278K0.1%-7.2%0.187%
2/23/2024Chicago Partners Investment Group LLC18,622$495K0.0%+13.9%0.296%
2/16/2024Secured Retirement Advisors LLC19,959$541K0.5%N/A0.317%
2/14/2024Personal CFO Solutions LLC383,493$10.39M1.8%-0.7%6.087%
2/12/2024Tradition Wealth Management LLC220,767$6.39M0.7%-0.9%3.504%
2/9/2024InterOcean Capital Group LLC30,640$830K0.0%-25.8%0.486%
2/8/2024BCGM Wealth Management LLC7,610$206K0.1%N/A0.121%
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%
2/7/2024 Berger 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$461K0.2%+2.3%0.270%
2/6/2024Lincoln National Corp42,021$1.14M0.0%+18.6%0.667%
2/5/2024Triumph Capital Management15,519$420K0.2%N/A0.246%
2/5/2024Pillar Wealth Advisors LLC43,093$1.17M0.9%+15.8%0.684%
2/2/2024 ODonnell Financial Services LLC68,528$1.86M0.9%-53.2%1.088%
2/2/2024Truist Financial Corp18,327$496K0.0%+6.7%0.291%
2/2/2024Atria Wealth Solutions Inc.9,091$246K0.0%N/A0.144%
2/1/2024Corrado Advisors LLC15,520$420K0.3%-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$545K0.3%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%
1/30/2024 Legacy CG LLC370,812$10.04M3.8%N/A5.886%
1/29/2024Compass Advisory Group LLC38,604$1.05M0.5%-93.5%0.613%
1/25/2024 Blue Bell Private Wealth Management LLC27,632$748K0.2%-4.9%0.439%
1/24/2024Allworth Financial LP299,348$8.11M0.1%-1.0%4.752%
1/23/2024Crown Wealth Group LLC26,307$712K0.4%-13.2%0.418%
Thousands of investors use this no cost solution | Do you? (Ad)

In today’s volatile markets we are all looking for the edge. But imagine tapping into a world where every investment move has the potential to be ahead of the curve. Most investors have heard of the publication Insider Financial. For nearly a decade, they've unlocked doors to opportunities tucked away from the public eye, guiding over a million investors with well researched information before it hits the mainstream media.

Simply tap here now to subscribe and start getting "Insider Financial Advantage"
1/18/2024 Gradient Investments LLC644,887$17.47M0.4%+9.9%10.236%
1/18/2024 Maltin Wealth Management Inc.166,250$4.50M2.9%+0.5%2.639%
1/18/2024 Altfest L J & Co. Inc.12,182$330K0.0%-96.7%0.193%
1/16/2024 Raymond James Financial Services Advisors Inc.46,253$1.25M0.0%+57.2%0.734%
1/16/2024 Raymond James & Associates20,638$559K0.0%-22.8%0.328%
1/12/2024Global Strategic Investment Solutions LLC24,821$672K0.1%-83.9%0.394%
1/11/2024 Brookstone Capital Management103,481$2.80M0.1%+1.8%1.643%
1/11/2024 FORVIS Wealth Advisors LLC66,704$1.81M0.1%-10.3%1.059%
1/11/2024 BCS Wealth Management10,693$290K0.1%-10.9%0.170%
1/11/2024Diligent Investors LLC67,488$1.83M0.5%+9.3%1.071%
1/10/2024 Marcum Wealth LLC85,126$2.31M0.2%-1.3%1.351%
1/8/2024Gill Capital Partners LLC35,180$953K0.4%-3.8%0.558%
12/11/2023 Sunbelt Securities Inc.16,232$406K0.1%+4.0%0.258%
12/1/2023 PFS Partners LLC190,702$4.77M4.2%+762,708.0%3.027%
11/13/2023Personal CFO Solutions LLC386,109$9.66M1.9%N/A6.129%
11/13/2023 Sugarloaf Wealth Management LLC5,875$147K0.0%N/A0.093%
11/13/2023Kestra Advisory Services LLC24,417$611K0.0%+71.3%0.388%
11/9/2023Wealth Alliance9,985$250K0.0%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$931K0.8%-1.2%0.591%
11/7/2023Kingsview Wealth Management LLC8,669$217K0.0%N/A0.138%
11/6/2023Corrado Advisors LLC15,986$400K0.3%N/A0.254%
11/6/2023Lincoln National Corp35,438$887K0.0%+94.7%0.563%
11/6/2023Diligent Investors LLC61,738$1.55M0.5%+110.1%0.980%
11/3/2023 Berger Financial Group Inc70,519$1.76M0.2%+82.5%1.119%
11/3/2023SageView Advisory Group LLC39,883$998K0.1%+122.9%0.633%
11/2/2023Coldstream Capital Management Inc.10,389$260K0.0%+16.0%0.165%
11/2/2023Capital Investment Advisory Services LLC40,103$1.00M0.1%+6.1%0.637%
10/31/2023Allworth Financial LP302,508$7.57M0.1%+77.6%4.802%
10/30/2023 Blue Bell Private Wealth Management LLC29,060$727K0.2%-2.5%0.461%
10/27/2023 Gradient Investments LLC586,853$14.68M0.4%N/A9.315%
10/26/2023 Altfest L J & Co. Inc.365,141$9.14M1.4%N/A5.796%
10/26/2023Chicago Partners Investment Group LLC16,347$394K0.0%+5.4%0.259%
10/26/2023 FORVIS Wealth Advisors LLC74,385$1.86M0.1%-2.4%1.181%
10/25/2023Crown Wealth Group LLC30,300$758K0.6%N/A0.481%
10/25/2023Gill Capital Partners LLC36,586$915K0.4%+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$417K0.2%+6.3%0.264%
10/24/2023 Raymond James Financial Services Advisors Inc.29,414$736K0.0%+248.4%0.467%
10/24/2023 Raymond James & Associates26,744$669K0.0%N/A0.425%
10/24/2023 Cambridge 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%
10/20/2023 Brookstone Capital Management101,659$2.48M0.1%N/A1.614%
10/20/2023 ODonnell Financial Services LLC146,500$3.67M2.0%N/A2.325%
10/20/2023U.S. Capital Wealth Advisors LLC9,239$231K0.0%N/A0.147%
10/16/2023Onyx Bridge Wealth Group LLC81,739$2.05M0.5%N/A1.297%
10/13/2023PFG Advisors8,845$221K0.0%N/A0.140%
10/13/2023Global Strategic Investment Solutions LLC154,239$3.86M0.5%+215.3%2.448%
“Retirement Secret” Showed 995% Gain Last Time We Shared It (Ad)

Central Banks Buying Gold in Record Numbers Most folks have completely missed the fact that the world's Central Banks have been quietly gobbling up as much gold as they can… Stacking it in their locked vaults on pallets in record numbers.

Find out why right here (and see what you can do to get in too with just a few dollars).
10/13/2023 Cypress Wealth Services LLC49,481$1.24M0.3%N/A0.785%
10/12/2023 BCS Wealth Management12,007$300K0.1%+19.7%0.191%
10/12/2023 Global Trust Asset Management LLC17,500$438K0.2%+3,400.0%0.278%
10/11/2023AE Wealth Management LLC23,280$582K0.0%N/A0.370%
10/11/2023 Maltin Wealth Management Inc.165,465$4.14M2.8%+7.6%2.626%
10/10/2023 Marcum Wealth LLC86,261$2.16M0.3%+4.3%1.369%
10/10/2023 DHJJ Financial Advisors Ltd.24,786$620K0.3%+41.4%0.393%
10/10/2023 Outlook Wealth Advisors LLC13,670$342K0.1%+9.3%0.217%
8/11/2023SageView Advisory Group LLC17,893$460K0.0%N/A0.284%
8/11/2023WorthPointe LLC31,900$820K0.5%+6.8%0.506%
(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, 75 institutional investors and hedge funds held shares of Innovator U.S. Small Cap Power Buffer ETF - July. The most heavily invested institutionals were 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), Tradition Wealth Management LLC ($6.39M), and Maltin Wealth Management Inc. ($5.14M).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 70 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 ($696.59K), Gradient Investments LLC ($644.89K), Compass Advisory Group LLC ($592.89K), Personal CFO Solutions LLC ($386.11K), Legacy CG LLC ($370.81K), Altfest L J & Co. Inc. ($365.14K), and Commonwealth Equity Services LLC ($315.15K).

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

Institutional investors have bought a total of 5,576,199 shares in the last 24 months. This purchase volume represents approximately $141.38M in transactions.

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

Of the 34 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: Gradient Investments LLC ($634.20K), Compass Advisory Group LLC ($565.41K), Altfest L J & Co. Inc. ($355.65K), PFS Partners LLC ($189.74K), Global Strategic Investment Solutions LLC ($131.61K), Tradition Wealth Management LLC ($113.28K), and Brookstone Capital Management ($93.97K).

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

Institutional investors have sold a total of 2,458,120 shares in the last 24 months. This volume of shares sold represents approximately $66.95M in transactions.


Related Companies:
This page (BATS:KJUL) was last updated on 4/26/2024 by MarketBeat.com Staff

From Our Partners
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share
Colonial Metals
The Best AI Stock to Own in the World Today is Trading for Just $25
Banyan Hill Publishing
Red Alert: Your Money's Disappearance Act - Banks' Greed Unleashed!
Priority Gold
These AI trades triggered this morning (545% return)
Prosper Trading Academy
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
Did You Get Your Free Bitcoin Yet?
Crypto Swap Profits
Trump is sounding the alarm
Preserve Gold
Fed launches fourth dollar overhaul
Stansberry Research