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Innovator U.S. Equity Power Buffer ETF - July (PJUL) Institutional Ownership

Innovator U.S. Equity Power Buffer ETF - July logo
$44.51 +3.46 (+8.43%)
Closing price 07/28/2025 03:58 PM Eastern
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$44.51 0.00 (0.00%)
As of 07/28/2025 04:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Power Buffer ETF - July (BATS:PJUL)

Number of
Institutional Buyers
(last 12 months)
144
Total
Institutional Inflows
(last 12 months)
$218.20M
Number of
Institutional Sellers
(last 12 months)
133
Total
Institutional Outflows
(last 12 months)
$153.52M
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PJUL Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/28/2025Compass Advisory Group LLC24,012$1.05M0.3%+13.9%0.116%
7/28/2025Mutual Advisors LLC11,561$514K0.0%-2.4%0.056%
7/28/2025Harbour Investments Inc.136,506$5.99M0.2%-11.3%0.658%
7/28/2025RFG Advisory LLC24,915$1.09M0.0%-24.8%0.120%
7/28/2025Elmwood Wealth Management Inc.55,904$2.45M1.0%-30.7%0.269%
7/25/2025 Atria Wealth Solutions Inc.32,396$1.42M0.0%-20.4%0.156%
7/25/2025 Sequoia Financial Advisors LLC6,596$289K0.0%+21.8%0.032%
7/25/2025 MGO One Seven LLC5,417$238K0.0%N/A0.026%
7/25/2025 Mitchell Capital Management Co.4,551$201K0.0%-26.6%0.022%
7/25/2025 Yarger Wealth Strategies LLC10,247$449K0.2%-18.0%0.049%
7/25/2025 CWM LLC254,372$11.15M0.0%+21.7%1.226%
7/24/2025 Vantage Point Financial LLC21,708$952K0.4%+15.8%0.105%
7/24/2025 IFP Advisors Inc42,077$1.85M0.1%+1.7%0.203%
7/24/2025 Blair William & Co. IL350,501$15.37M0.0%+0.1%1.689%
7/23/2025 Motiv8 Investments LLC171,584$7.52M4.6%-1.3%0.827%
7/22/2025 Belpointe Asset Management LLC10,115$444K0.0%N/A0.049%
7/22/2025 Global Strategic Investment Solutions LLC122,567$5.38M0.6%-5.4%0.591%
7/22/2025 MBL Wealth LLC151,808$6.66M0.6%+1.4%0.732%
7/22/2025 Diligent Investors LLC37,086$1.63M0.4%-1.1%0.179%
7/21/2025 Ameritas Advisory Services LLC590$26K0.0%N/A0.003%
7/21/2025 DHJJ Financial Advisors Ltd.14,452$634K0.2%+2.0%0.070%
7/21/2025 Triad Wealth Partners LLC53,978$2.37M0.5%+89.5%0.260%
7/21/2025 Patriot Financial Group Insurance Agency LLC35,724$1.57M0.2%+3.1%0.172%
7/21/2025 Catalina Capital Group LLC20,430$896K0.6%-48.9%0.098%
7/18/2025 Truist Financial Corp150,908$6.62M0.0%+0.9%0.727%
7/17/2025 Janney Montgomery Scott LLC602,915$26.44M0.1%+4.8%2.906%
7/16/2025 PFS Partners LLC1,579$69K0.0%N/A0.008%
7/15/2025 McAdam LLC77,763$3.41M0.2%-2.9%0.375%
7/15/2025 BCS Wealth Management47,847$2.10M0.5%-3.3%0.231%
7/15/2025 Retirement Income Solutions Inc12,013$527K0.1%+10.5%0.058%
7/14/2025 AdvisorNet Financial Inc4,460$196K0.0%-76.1%0.021%
7/14/2025 CRA Financial Services LLC61,623$2.70M0.4%-4.7%0.297%
7/14/2025 Chris Bulman Inc26,816$1.18M0.7%-8.5%0.129%
7/14/2025 Buska Wealth Management LLC7,621$334K0.1%-18.4%0.037%
7/14/2025 KFG Wealth Management LLC60,395$2.65M0.4%+3.6%0.291%
7/14/2025 U.S. Capital Wealth Advisors LLC13,807$605K0.0%-12.7%0.067%
7/14/2025 Southland Equity Partners LLC153,164$6.72M1.5%+1.3%0.738%
7/11/2025 Farther Finance Advisors LLC112,424$4.93M0.1%+46.0%0.546%
7/11/2025 AA Financial Advisors LLC191,263$8.39M1.8%-1.5%0.928%
7/11/2025 Cypress Financial Planning LLC10,935$480K0.2%-3.3%0.053%
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7/10/2025 Wealth Enhancement Advisory Services LLC602,335$26.49M0.0%+329.4%2.924%
7/10/2025 Sovran Advisors LLC10,655$468K0.0%-2.4%0.052%
7/9/2025 HFG Wealth Management LLC9,893$398K0.2%-26.8%0.048%
7/8/2025 Gradient Investments LLC29,218$1.28M0.0%+111.7%0.142%
7/7/2025 Schulz Wealth LTD.12,615$553K0.4%-14.9%0.061%
7/3/2025 City Center Advisors LLC11,468$503K0.5%-7.3%0.056%
7/2/2025 HBW Advisory Services LLC26,947$1.18M0.1%-5.4%0.131%
6/10/2025Compass Financial Services Inc841$34K0.0%N/A0.004%
5/21/2025 MBL Wealth LLC149,698$6.02M0.6%+1.0%0.704%
5/21/2025 McAdam LLC80,110$3.22M0.2%-0.8%0.377%
5/20/2025Focus Partners Wealth40,873$1.64M0.0%-17.7%0.192%
5/20/2025Integrity Alliance LLC.12,734$512K0.0%N/A0.060%
5/19/2025Jane Street Group LLC11,195$450K0.0%-15.5%0.053%
5/19/2025Advisory Alpha LLC131,146$5.27M0.2%-4.1%0.617%
5/16/2025Signature Estate & Investment Advisors LLC8,003$322K0.0%-18.5%0.038%
5/16/2025Ashton Thomas Private Wealth LLC5,630$226K0.0%N/A0.026%
5/16/2025Goldman Sachs Group Inc.49,885$2.01M0.0%N/A0.242%
5/16/2025NewEdge Advisors LLC81,932$3.29M0.0%-3.8%0.386%
5/16/2025Alliancebernstein L.P.3,448,188$138.58M0.1%-4.0%16.227%
5/16/2025AQR Capital Management LLC15,703$631K0.0%+7.5%0.074%
5/15/2025Betterment LLC5,923$238K0.0%+14.2%0.028%
5/15/2025MAI Capital Management29,300$1.18M0.0%-18.0%0.138%
5/15/2025OLD Mission Capital LLC26,124$1.05M0.0%+229.1%0.123%
5/14/2025Delta Investment Management LLC17,739$713K0.1%-28.4%0.083%
5/14/2025 Triad Wealth Partners LLC28,486$1.15M0.4%+67.2%0.134%
5/14/2025CreativeOne Wealth LLC50,363$2.02M0.1%-7.8%0.237%
5/14/2025Kestra Advisory Services LLC207,899$8.36M0.0%-5.1%0.978%
5/14/2025Capital Analysts LLC41,236$1.66M0.1%+18.5%0.194%
5/13/2025Raymond James Financial Inc.457,378$18.38M0.0%+0.5%2.152%
5/13/2025Cresset Asset Management LLC93,395$3.75M0.0%-0.7%0.440%
5/13/2025Forvis Mazars Wealth Advisors LLC196,861$7.91M0.2%-11.1%0.926%
5/13/2025Horizon Investments LLC22,651$910K0.0%+72.5%0.107%
5/13/2025Compass Advisory Group LLC21,087$847K0.3%-7.4%0.099%
5/13/2025Long Island Wealth Management Inc.37,032$1.49M0.9%-54.2%0.174%
5/13/2025Kovitz Investment Group Partners LLC209,789$8.43M0.0%-3.1%0.987%
5/13/2025HighTower Advisors LLC391,996$15.75M0.0%-0.1%1.845%
5/12/2025 FSA Wealth Partners Inc.134,798$5.42M2.0%-1.2%0.634%
5/12/2025LaSalle St. Investment Advisors LLC9,562$384K0.1%-12.1%0.045%
5/9/2025Chicago Partners Investment Group LLC49,137$1.98M0.1%+18.2%0.231%
5/9/2025WealthShield Partners LLC2,612$105K0.0%+666.0%0.012%
5/9/2025 Atria Wealth Solutions Inc.40,674$1.64M0.0%-26.1%0.191%
5/9/2025Encompass More Asset Management38,792$1.56M0.5%+25.1%0.183%
5/9/2025NBZ Investment Advisors LLC7,165$288K0.2%-61.0%0.034%
5/9/2025Commonwealth Equity Services LLC693,311$27.86M0.0%+6.9%3.263%
5/9/2025 Blair William & Co. IL350,090$14.07M0.0%-1.8%1.647%
5/8/2025Certified Advisory Corp12,137$488K0.1%-12.9%0.057%
5/8/2025Harbour Investments Inc.153,870$6.18M0.2%-3.5%0.724%
5/8/2025 NorthRock Partners LLC1,685$68K0.0%N/A0.008%
5/8/2025FSA Advisors Inc.26,051$1.05M0.8%+1.2%0.123%
5/7/2025Foundations Investment Advisors LLC55,415$2.23M0.0%-6.6%0.261%
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5/7/2025Bellwether Advisors LLC21,750$874K0.2%-5.8%0.102%
5/7/2025LPL Financial LLC244,453$9.83M0.0%+75.2%1.150%
5/6/2025Cetera Investment Advisers247,794$9.96M0.0%+7.6%1.170%
5/6/2025AE Wealth Management LLC36,333$1.46M0.0%-4.3%0.172%
5/6/2025PFG Advisors9,576$385K0.0%-8.4%0.045%
5/5/2025Wealth Alliance LLC26,665$1.07M0.1%-8.6%0.126%
5/5/2025Blue Bell Private Wealth Management LLC60,933$2.45M0.5%-0.9%0.288%
5/5/2025 IFP Advisors Inc41,391$1.66M0.1%-10.5%0.195%
5/5/2025ODonnell Financial Services LLC28,545$1.15M0.5%-13.4%0.135%
5/2/2025Ascent Wealth Partners LLC19,305$776K0.1%+55.5%0.091%
(Data available from 1/1/2016 forward)

PJUL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PJUL shares?

During the previous two years, 269 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - July. The most heavily invested institutionals were Alliancebernstein L.P. ($138.58M), Penserra Capital Management LLC ($47.36M), Commonwealth Equity Services LLC ($27.86M), Wealth Enhancement Advisory Services LLC ($26.49M), Janney Montgomery Scott LLC ($26.44M), Raymond James Financial Inc. ($18.38M), and Range Financial Group LLC ($17.39M).Learn more on Innovator U.S. Equity Power Buffer ETF - July's institutional investors.

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

Of the 222 institutional investors that purchased Innovator U.S. Equity Power Buffer ETF - July's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($1.56M), Gradient Investments LLC ($1.23M), SageView Advisory Group LLC ($1.10M), Raymond James Financial Inc. ($912.48K), HighTower Advisors LLC ($725.11K), Wealth Enhancement Advisory Services LLC ($681.34K), and Range Financial Group LLC ($486.87K).

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

Institutional investors have bought a total of 5,343,420 shares in the last 24 months. This purchase volume represents approximately $218.20M in transactions.

Which of Innovator U.S. Equity Power Buffer ETF - July's major shareholders have been selling company stock?

Of the 133 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - July's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($692.32K), HFG Wealth Management LLC ($393.97K), Alliancebernstein L.P. ($300.25K), Wealth Enhancement Advisory Services LLC ($209.13K), Foundations Investment Advisors LLC ($124.10K), Catalina Capital Group LLC ($114.30K), and Townsquare Capital LLC ($113.47K).

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

Institutional investors have sold a total of 3,784,841 shares in the last 24 months. This volume of shares sold represents approximately $153.52M in transactions.



This page (BATS:PJUL) was last updated on 7/29/2025 by MarketBeat.com Staff
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