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

$39.65
+0.03 (+0.08%)
(As of 05/21/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
107
Total
Institutional Inflows
(last 12 months)
$316.14M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$85.02M
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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
5/21/2024Atria Investments Inc231,996$9.07M0.1%N/A0.789%
5/20/2024 Bullseye Investment Management LLC9,370$366K0.2%N/A0.032%
5/17/2024 WealthPlan Investment Management LLC31,889$1.25M0.2%-46.9%0.108%
5/14/2024 First Commonwealth Financial Corp PA 35,735$1.40M0.4%N/A0.120%
5/14/2024 Axxcess Wealth Management LLC108,621$4.25M0.1%+214.0%0.366%
5/14/2024 CreativeOne Wealth LLC17,550$686K0.0%+21.0%0.059%
5/14/2024 Evermay Wealth Management LLC102,816$4.02M0.6%+78.2%0.346%
5/14/2024 InterOcean Capital Group LLC234,339$9.17M0.2%+1,218.7%0.789%
5/10/2024 Osaic Holdings Inc.970,358$37.95M0.1%+267.1%3.267%
5/10/2024 Alera Investment Advisors LLC63,256$2.47M0.3%-5.1%0.213%
5/9/2024 Corrado Advisors LLC55,134$2.16M1.4%N/A0.186%
5/9/2024 Orion Portfolio Solutions LLC25,194$985K0.0%+243.2%0.085%
5/9/2024 Blair William & Co. IL15,068$589K0.0%+3,950.5%0.051%
5/9/2024 Kingsview Wealth Management LLC7,139$279K0.0%+15.4%0.024%
5/9/2024 Delta Investment Management LLC16,122$631K0.1%+22.6%0.054%
5/9/2024 Stuart 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%
5/8/2024 Avantax Advisory Services Inc.25,833$1.01M0.0%+36.9%0.087%
5/7/2024 Bedel Financial Consulting Inc.22,263$871K0.1%-2.0%0.075%
5/7/2024 BCGM Wealth Management LLC87,599$3.43M1.2%-0.6%0.295%
5/7/2024 WealthPLAN Partners LLC45,016$1.76M0.2%+153.2%0.152%
5/7/2024 Pillar 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%
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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%
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%
3/6/2024 SageView Advisory Group LLC144,286$5.37M0.2%N/A0.804%
2/26/2024 Centaurus 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%
2/16/2024 SageView Advisory Group LLC144,286$5.37M0.2%N/A0.804%
2/13/2024 Cetera Advisor Networks LLC298,273$11.11M0.1%+358.2%1.662%
2/13/2024 Per Stirling Capital Management LLC.9,311$347K0.1%N/A0.052%
2/13/2024 Belpointe Asset Management LLC23,113$861K0.1%-11.7%0.129%
2/12/2024 Schulz Wealth LTD.27,120$1.01M1.0%N/A0.151%
2/12/2024 WorthPointe LLC25,287$942K0.5%+14.1%0.141%
2/12/2024Focus Financial Network Inc. ADV29,529$1.10M0.0%N/A0.165%
2/12/2024 Evermay 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%
2/9/2024 SageView 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%
2/9/2024 InterOcean Capital Group LLC17,771$662K0.0%-21.2%0.099%
2/9/2024 CreativeOne Wealth LLC14,506$540K0.0%N/A0.081%
2/9/2024 Coldstream 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%
2/8/2024 BCGM Wealth Management LLC88,137$3.28M1.3%+1.5%0.491%
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2/8/2024 Kingsview Wealth Management LLC6,186$230K0.0%-20.5%0.034%
2/8/2024 Beacon Pointe Advisors LLC100,245$3.73M0.0%+27.8%0.558%
2/8/2024 Foundations Investment Advisors LLC7,590$288K0.0%N/A0.042%
2/8/2024 Janney Montgomery Scott LLC402,382$14.99M0.0%+496.1%2.242%
2/7/2024 Avantax 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%
2/7/2024 Principal Securities Inc.2,464$92K0.0%N/A0.014%
2/6/2024 Lincoln National Corp784,755$29.22M0.5%+2.5%4.372%
2/6/2024 ARS Wealth Advisors Group LLC27,706$1.03M0.2%N/A0.154%
2/6/2024 Axxcess Wealth Management LLC34,590$1.29M0.0%N/A0.193%
(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, 167 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), Osaic Holdings Inc. ($37.95M), Lincoln National Corp ($29.73M), Raymond James Financial Services Advisors Inc. ($27.49M), Penserra Capital Management LLC ($22.48M), and Range Financial Group LLC ($19.63M).Learn more on PJAN's institutional investors.

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

Of the 148 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. ($674.62K), Commonwealth Equity Services LLC ($654.32K), Lincoln National Corp ($582.32K), Range Financial Group LLC ($501.95K), and Janney Montgomery Scott LLC ($446.01K).

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

Institutional investors have bought a total of 11,584,183 shares in the last 24 months. This purchase volume represents approximately $423.19M in transactions.

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

Of the 88 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 4,196,579 shares in the last 24 months. This volume of shares sold represents approximately $143.13M in transactions.


This page (BATS:PJAN) was last updated on 5/21/2024 by MarketBeat.com Staff

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