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

$39.14
+0.03 (+0.08%)
(As of 05/7/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
108
Total
Institutional Inflows
(last 12 months)
$284.87M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$83.37M
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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
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%
5/3/2024 C2P 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%
5/2/2024 Crown 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%
5/1/2024 Lineweaver Wealth Advisors LLC29,550$1.16M0.3%-4.8%0.099%
4/30/2024 J.W. Cole Advisors Inc.9,815$384K0.0%N/A0.033%
4/30/2024 Strategic 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%
4/30/2024 Madison Wealth Partners Inc5,915$231K0.1%N/A0.020%
4/30/2024 Lakeridge Wealth Management LLC24,878$973K0.6%N/A0.084%
4/29/2024Commonwealth Equity Services LLC1,090,442$42.65M0.1%+77.0%3.672%
4/29/2024 Benjamin 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%
4/29/2024 Yarger Wealth Strategies LLC42,040$1.64M1.1%N/A0.142%
4/25/2024 Cambridge 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%
4/24/2024 Blue Bell Private Wealth Management LLC72,688$2.84M0.6%-1.5%0.241%
4/23/2024 Nations 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%
4/23/2024 Strategic 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%
4/19/2024 FORVIS 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%
4/17/2024 Cornerstone Wealth Group LLC6,413$251K0.0%N/A0.021%
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%
4/16/2024 Jessup 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%
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4/15/2024 Sunbelt 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%
4/12/2024 Range Financial Group LLC501,948$19.63M10.2%+6,258.6%1.662%
4/11/2024 City Holding Co.171,100$6.69M1.0%-2.8%0.567%
4/11/2024 DHJJ Financial Advisors Ltd.16,591$649K0.3%+3.8%0.092%
4/11/2024 O Connor Financial Group LLC32,300$1.26M0.8%N/A0.180%
4/11/2024 RFG Advisory LLC43,664$1.71M0.1%+385.3%0.243%
4/10/2024 BCS Wealth Management26,966$1.06M0.3%+43.0%0.150%
4/10/2024 Schulz Wealth LTD.21,135$827K0.7%-22.1%0.118%
4/4/2024 Advance Capital Management Inc.7,239$283K0.0%N/A0.040%
3/6/2024SageView Advisory Group LLC144,286$5.37M0.2%N/A0.804%
2/26/2024Centaurus Financial Inc.45,226$1.68M0.1%-2.4%0.252%
2/23/2024 Chicago Partners Investment Group LLC30,700$1.16M0.1%+67.0%0.171%
2/16/2024SageView Advisory Group LLC144,286$5.37M0.2%N/A0.804%
2/13/2024Cetera Advisor Networks LLC298,273$11.11M0.1%+358.2%1.662%
2/13/2024Per Stirling Capital Management LLC.9,311$347K0.1%N/A0.052%
2/13/2024Belpointe Asset Management LLC23,113$861K0.1%-11.7%0.129%
2/12/2024 Schulz Wealth LTD.27,120$1.01M1.0%N/A0.151%
2/12/2024WorthPointe LLC25,287$942K0.5%+14.1%0.141%
2/12/2024Focus Financial Network Inc. ADV29,529$1.10M0.0%N/A0.165%
2/12/2024Evermay Wealth Management LLC57,703$2.15M0.4%+1,077.6%0.321%
2/9/2024 Advisory Services Network LLC22,614$842K0.0%-43.1%0.126%
2/9/2024SageView Advisory Group LLC144,286$5.37M0.2%N/A0.804%
2/9/2024 Cambridge Investment Research Advisors Inc.268,738$10.01M0.0%+1.5%1.497%
2/9/2024InterOcean Capital Group LLC17,771$662K0.0%-21.2%0.099%
2/9/2024CreativeOne Wealth LLC14,506$540K0.0%N/A0.081%
2/9/2024Coldstream Capital Management Inc.9,871$368K0.0%N/A0.055%
2/8/2024 Main Street Financial Solutions LLC14,100$525K0.1%-3.4%0.079%
2/8/2024BCGM Wealth Management LLC88,137$3.28M1.3%+1.5%0.491%
2/8/2024Kingsview Wealth Management LLC6,186$230K0.0%-20.5%0.034%
2/8/2024Beacon Pointe Advisors LLC100,245$3.73M0.0%+27.8%0.558%
2/8/2024Foundations Investment Advisors LLC7,590$288K0.0%N/A0.042%
2/8/2024 Janney Montgomery Scott LLC402,382$14.99M0.0%+496.1%2.242%
2/7/2024Avantax Advisory Services Inc.18,870$703K0.0%-59.4%0.105%
2/7/2024First City Capital Management Inc.30,200$1.13M0.6%+18.9%0.168%
2/7/2024Principal Securities Inc.2,464$92K0.0%N/A0.014%
2/6/2024 Lincoln National Corp784,755$29.22M0.5%+2.5%4.372%
2/6/2024ARS Wealth Advisors Group LLC27,706$1.03M0.2%N/A0.154%
2/6/2024Axxcess Wealth Management LLC34,590$1.29M0.0%N/A0.193%
2/6/2024U.S. Capital Wealth Advisors LLC11,017$410K0.0%N/A0.061%
2/6/2024 Benjamin F. Edwards & Company Inc.40,154$1.50M0.0%+111.2%0.224%
2/6/2024SRS Capital Advisors Inc.13,538$504K0.1%+13.8%0.075%
2/6/2024Commonwealth Equity Services LLC616,070$22.94M0.0%+5.1%3.432%
2/6/2024Orion Capital Management LLC37,044$1.38M0.8%+6.5%0.206%
2/5/2024 Savant Capital LLC9,675$360K0.0%-10.2%0.054%
2/5/2024Firestone Capital Management11,854$441K0.1%-22.7%0.066%
2/2/2024 Valmark Advisers Inc.11,180$416K0.0%+31.7%0.062%
2/2/2024Stuart Chaussee & Associates Inc.226,040$8.42M2.5%+425.7%1.259%
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2/2/2024Truist Financial Corp31,945$1.19M0.0%+5.0%0.178%
2/2/2024Bailard Inc.5,650$210K0.0%N/A0.031%
2/2/2024Atria Wealth Solutions Inc.8,539$318K0.0%N/A0.048%
2/1/2024 Nikulski Financial Inc.61,135$2.28M0.8%-2.9%0.341%
2/1/2024 Sigma Planning Corp9,152$341K0.0%-71.8%0.051%
2/1/2024 CWM LLC47,168$1.76M0.0%+18.3%0.263%
2/1/2024 CRA Financial Services LLC55,032$2.05M0.5%-18.6%0.307%
1/31/2024 Castle Wealth Management LLC19,653$732K0.4%N/A0.109%
1/31/2024 KFG Wealth Management LLC22,309$831K0.4%-51.8%0.124%
1/31/2024 Sterling Financial Planning Inc.16,709$622K0.3%-2.5%0.093%
(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, 162 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - January. The most heavily invested institutionals were Brookstone Capital Management ($46.42M), Commonwealth Equity Services LLC ($42.65M), Lincoln National Corp ($29.73M), Raymond James Financial Services Advisors Inc. ($27.49M), Penserra Capital Management LLC ($22.48M), Range Financial Group LLC ($19.63M), and Janney Montgomery Scott LLC ($18.60M).Learn more on PJAN's institutional investors.

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

Of the 140 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), Raymond James Financial Services Advisors Inc. ($674.62K), Commonwealth Equity Services LLC ($654.32K), Lincoln National Corp ($582.32K), Range Financial Group LLC ($501.95K), Janney Montgomery Scott LLC ($446.01K), and SageView Advisory Group LLC ($432.86K).

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

Institutional investors have bought a total of 10,155,557 shares in the last 24 months. This purchase volume represents approximately $367.31M in transactions.

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

Of the 87 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: 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), Commonwealth Equity Services LLC ($193.65K), and WealthPLAN Partners LLC ($173.87K).

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

Institutional investors have sold a total of 3,990,120 shares in the last 24 months. This volume of shares sold represents approximately $135.05M in transactions.


This page (BATS:PJAN) was last updated on 5/7/2024 by MarketBeat.com Staff

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