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Innovator U.S. Equity Power Buffer ETF - January (PJAN) Institutional Ownership

$40.31
+0.19 (+0.47%)
(As of 07/26/2024 ET)

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Power Buffer ETF - January (BATS:PJAN)

Number of
Institutional Buyers
(last 12 months)
113
Total
Institutional Inflows
(last 12 months)
$336.29M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$115.73M
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PJAN Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/26/2024Crown Wealth Group LLC28,930$1.16M0.6%-10.2%0.098%
7/26/2024Jessup Wealth Management Inc37,535$1.51M0.6%-1.8%0.128%
7/26/2024Harbour Investments Inc.36,559$1.47M0.0%-1.2%0.124%
7/26/2024Cambridge Investment Research Advisors Inc.229,799$9.25M0.0%-16.7%0.782%
7/26/2024My Personal CFO LLC17,564$707K0.4%-1.8%0.060%
7/24/2024 Catalina Capital Group LLC11,822$476K0.2%-2.1%0.040%
7/24/2024Cornerstone Wealth Group LLC6,113$246K0.0%-4.7%0.021%
7/22/2024 Atria Wealth Solutions Inc.48,194$1.94M0.0%-1.2%0.164%
7/22/2024Focus Financial Network Inc.26,081$1.06M0.0%-5.8%0.089%
7/22/2024 Pallas Capital Advisors LLC90,416$3.66M0.2%+12.5%0.308%
7/20/2024 Raymond James Financial Services Advisors Inc.712,684$28.67M0.0%+1.4%2.424%
7/19/2024 Clay Northam Wealth Management LLC24,610$990K0.8%-2.1%0.084%
7/19/2024 Raymond James & Associates58,068$2.34M0.0%-25.4%0.198%
7/19/2024 MBL Wealth LLC10,856$437K0.0%-21.2%0.037%
7/18/2024 Brookstone Capital Management494,186$20.05M0.3%-58.4%1.681%
7/18/2024 Outlook Wealth Advisors LLC10,260$413K0.1%-86.8%0.035%
7/18/2024 Triad Wealth Partners LLC2,202$89K0.0%N/A0.007%
7/18/2024Fiduciary Financial Group LLC8,432$343K0.1%N/A0.029%
7/16/2024 Wealth Enhancement Advisory Services LLC96,900$3.90M0.0%+2.4%0.330%
7/16/2024 Maia Wealth LLC6,267$255K0.1%N/A0.021%
7/15/2024 Transform Wealth LLC390,844$15.72M1.2%-9.6%1.329%
7/15/2024 RFG Advisory LLC47,297$1.90M0.1%+8.3%0.161%
7/12/2024 Southland Equity Partners LLC470,003$18.91M5.4%+0.4%1.599%
7/12/2024 City Holding Co.163,570$6.58M1.0%-4.4%0.556%
7/12/2024 CRA Financial Services LLC85,204$3.43M0.7%-3.2%0.290%
7/11/2024 U.S. Capital Wealth Advisors LLC34,996$1.41M0.1%-4.7%0.119%
7/10/2024 Gill Capital Partners LLC35,686$1.44M0.6%-3.5%0.121%
7/10/2024 CWM LLC54,496$2.19M0.0%+5.5%0.185%
7/9/2024 Fragasso Financial Advisors Inc5,022$202K0.0%N/A0.017%
7/5/2024 HBW Advisory Services LLC52,212$2.10M0.3%N/A0.178%
6/11/2024EverSource Wealth Advisors LLC6,185$239K0.0%+135.4%0.021%
5/30/2024Motiv8 Investments LLC208,714$8.16M6.3%+41.5%0.710%
5/29/2024Soltis Investment Advisors LLC20,062$785K0.1%-20.4%0.068%
5/24/2024Cetera Advisor Networks LLC420,640$16.45M0.1%+41.0%1.431%
5/24/2024Cetera Advisors LLC90,319$3.53M0.0%+134.2%0.307%
5/24/2024Cetera Investment Advisers535,905$20.96M0.0%+2,624.2%1.823%
5/23/2024FSA Advisors Inc.44,791$1.75M1.9%-2.3%0.152%
5/21/2024Atria Investments Inc231,996$9.07M0.1%N/A0.789%
5/20/2024Bullseye Investment Management LLC9,370$366K0.2%N/A0.032%
5/17/2024WealthPlan Investment Management LLC31,889$1.25M0.2%-46.9%0.108%
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5/14/2024First Commonwealth Financial Corp PA 35,735$1.40M0.4%N/A0.120%
5/14/2024Axxcess Wealth Management LLC108,621$4.25M0.1%+214.0%0.366%
5/14/2024CreativeOne Wealth LLC17,550$686K0.0%+21.0%0.059%
5/14/2024Evermay Wealth Management LLC102,816$4.02M0.6%+78.2%0.346%
5/14/2024InterOcean Capital Group LLC234,339$9.17M0.2%+1,218.7%0.789%
5/10/2024Osaic Holdings Inc.970,358$37.95M0.1%+267.1%3.267%
5/10/2024Alera Investment Advisors LLC63,256$2.47M0.3%-5.1%0.213%
5/9/2024Corrado Advisors LLC55,134$2.16M1.4%N/A0.186%
5/9/2024Orion Portfolio Solutions LLC25,194$985K0.0%+243.2%0.085%
5/9/2024Blair William & Co. IL15,068$589K0.0%+3,950.5%0.051%
5/9/2024Kingsview Wealth Management LLC7,139$279K0.0%+15.4%0.024%
5/9/2024Delta Investment Management LLC16,122$631K0.1%+22.6%0.054%
5/9/2024Stuart Chaussee & Associates Inc.54,390$2.13M0.6%-75.9%0.183%
5/9/2024 Koshinski Asset Management Inc.21,357$835K0.1%-13.1%0.072%
5/8/2024 Berkshire Money Management Inc.8,204$321K0.0%N/A0.028%
5/8/2024Avantax Advisory Services Inc.25,833$1.01M0.0%+36.9%0.087%
5/7/2024Bedel Financial Consulting Inc.22,263$871K0.1%-2.0%0.075%
5/7/2024BCGM Wealth Management LLC87,599$3.43M1.2%-0.6%0.295%
5/7/2024WealthPLAN Partners LLC45,016$1.76M0.2%+153.2%0.152%
5/7/2024Pillar Wealth Advisors LLC12,168$476K0.4%+7.6%0.041%
5/6/2024 Gill Capital Partners LLC36,982$1.43M0.6%+131.5%0.125%
5/3/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,189$242K0.0%N/A0.021%
5/3/2024 AA Financial Advisors LLC169,860$6.64M2.7%+0.8%0.572%
5/2/2024 Lincoln National Corp760,263$29.73M0.5%-3.1%2.560%
5/2/2024Crown Wealth Group LLC32,222$1.26M0.6%+1.9%0.108%
5/1/2024 Janney Montgomery Scott LLC475,575$18.60M0.1%+18.2%1.601%
5/1/2024 Concourse Financial Group Securities Inc.1,400$55K0.0%N/A0.005%
5/1/2024Lineweaver Wealth Advisors LLC29,550$1.16M0.3%-4.8%0.099%
4/30/2024J.W. Cole Advisors Inc.9,815$384K0.0%N/A0.033%
4/30/2024Strategic Wealth Partners Group LLC322,311$12.61M1.4%+2.1%1.085%
4/30/2024 Macroview Investment Management LLC1,866$73K0.1%N/A0.006%
4/30/2024Madison Wealth Partners Inc5,915$231K0.1%N/A0.020%
4/30/2024Lakeridge Wealth Management LLC24,878$973K0.6%N/A0.084%
4/29/2024Commonwealth Equity Services LLC1,090,442$42.65M0.1%+77.0%3.672%
4/29/2024Benjamin F. Edwards & Company Inc.125,771$4.92M0.1%+213.2%0.423%
4/29/2024 Castle Wealth Management LLC26,390$1.03M0.5%+34.3%0.089%
4/29/2024Yarger Wealth Strategies LLC42,040$1.64M1.1%N/A0.142%
4/25/2024Cambridge Investment Research Advisors Inc.275,891$10.79M0.0%+2.7%0.914%
4/24/2024 Pinnacle Wealth Management Group Inc.17,186$672K0.5%+2.4%0.057%
4/24/2024Blue Bell Private Wealth Management LLC72,688$2.84M0.6%-1.5%0.241%
4/23/2024Nations Financial Group Inc. IA ADV13,975$547K0.0%N/A0.046%
4/23/2024 Sugarloaf Wealth Management LLC41,230$1.61M0.3%-4.9%0.137%
4/23/2024Strategic Blueprint LLC55,829$2.18M0.2%+53.1%0.185%
4/23/2024 Raymond James Financial Services Advisors Inc.702,839$27.49M0.0%+220.5%2.327%
4/22/2024 Legacy CG LLC366,965$14.35M5.2%N/A1.215%
4/22/2024 Outlook Wealth Advisors LLC77,733$3.04M0.9%N/A0.257%
4/22/2024 MBL Wealth LLC13,771$539K0.1%N/A0.046%
4/19/2024FORVIS Wealth Advisors LLC318,011$12.44M0.3%+23.7%1.053%
4/19/2024 KFG Wealth Management LLC40,151$1.57M0.6%+80.0%0.133%
4/17/2024Cornerstone Wealth Group LLC6,413$251K0.0%N/A0.021%
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4/17/2024 CRA Financial Services LLC88,048$3.44M0.7%+60.0%0.292%
4/16/2024 Weaver Consulting Group21,037$823K0.3%+145.2%0.070%
4/16/2024Jessup Wealth Management Inc38,218$1.50M0.6%N/A0.127%
4/16/2024 Transform Wealth LLC432,186$16.90M1.6%N/A1.431%
4/16/2024 Wealth Enhancement Advisory Services LLC94,667$3.70M0.0%+8.8%0.313%
4/15/2024 Brookstone Capital Management1,186,831$46.42M0.8%+1,088.9%3.930%
4/15/2024Sunbelt Securities Inc.20,592$805K0.1%-13.7%0.068%
4/13/2024 Parkside Investments LLC14,700$575K0.1%-2.2%0.049%
4/12/2024 Keystone Wealth Services LLC23,718$928K0.3%-3.9%0.079%
4/12/2024 Southland Equity Partners LLC468,143$18.31M5.1%+0.8%1.550%
(Data available from 1/1/2016 forward)

PJAN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PJAN shares?

During the previous two years, 177 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - January. The most heavily invested institutionals were Commonwealth Equity Services LLC ($42.65M), Osaic Holdings Inc. ($37.95M), Lincoln National Corp ($29.73M), Raymond James Financial Services Advisors Inc. ($28.67M), Penserra Capital Management LLC ($22.48M), Cetera Investment Advisers ($20.96M), and Brookstone Capital Management ($20.05M).Learn more on PJAN's institutional investors.

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

Of the 156 institutional investors that purchased Innovator U.S. Equity Power Buffer ETF - January stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($1.19M), Osaic Holdings Inc. ($706.00K), Raymond James Financial Services Advisors Inc. ($684.46K), Commonwealth Equity Services LLC ($654.32K), Lincoln National Corp ($582.32K), Cetera Investment Advisers ($520.43K), and Range Financial Group LLC ($501.95K).

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

Institutional investors have bought a total of 12,443,900 shares in the last 24 months. This purchase volume represents approximately $456.93M in transactions.

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

Of the 100 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - January stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($845.52K), Janney Montgomery Scott LLC ($797.42K), Compass Advisory Group LLC ($349.99K), IFP Advisors Inc ($308.90K), Advisor Group Holdings Inc. ($266.02K), Envestnet Asset Management Inc. ($260.88K), and Commonwealth Equity Services LLC ($193.65K).

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

Institutional investors have sold a total of 5,094,432 shares in the last 24 months. This volume of shares sold represents approximately $179.24M in transactions.


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

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