Free Trial
→ I was right about SpaceX (From Brownstone Research) (Ad)tc pixel Free PJUL Stock Alerts

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

Innovator U.S. Equity Power Buffer ETF - July logo
$48.20 +0.07 (+0.15%)
As of 05/8/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
176
Total
Institutional Inflows
(last 12 months)
$331.68M
Number of
Institutional Sellers
(last 12 months)
134
Total
Institutional Outflows
(last 12 months)
$206.54M
Get PJUL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Equity Power Buffer ETF - July stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PJUL Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2026 Ascent Wealth Partners LLC29,072$1.34M0.2%-20.2%0.140%
5/6/2026 FSA Advisors Inc.24,957$1.15M0.8%-0.9%0.120%
5/6/2026 Independent Financial Group LLC23,156$1.06M0.0%N/A0.112%
5/5/2026 Three Seasons Wealth LLC8,370$385K0.1%-4.2%0.040%
5/4/2026 Bedel Financial Consulting Inc.26,791$1.23M0.1%-3.1%0.129%
5/4/2026 Chicago Partners Investment Group LLC37,564$1.79M0.0%-9.1%0.181%
5/4/2026 Vantage Point Financial LLC33,953$1.56M0.5%+26.5%0.164%
5/2/2026 Global Assets Advisory LLC23,554$1.08M0.3%-1.2%0.114%
5/2/2026 Diversify Wealth Management LLC8,090$386K0.0%N/A0.039%
4/30/2026 ATX Financial Planning LLC5,925$272K0.2%-8.6%0.029%
4/30/2026 Kestra Advisory Services LLC212,630$9.77M0.0%+3.0%1.025%
4/29/2026 Prossimo Advisors LLC21,554$991K6.0%N/A0.104%
4/29/2026 WealthPLAN Partners LLC12,024$553K0.1%+15.1%0.058%
4/29/2026 Global Strategic Investment Solutions LLC62,903$2.89M0.3%-47.5%0.303%
4/28/2026 Stephens Inc. AR30,105$1.38M0.0%-1.1%0.145%
4/27/2026 World Investment Advisors219,629$10.10M0.2%+7.1%1.058%
4/27/2026 Private Advisor Group LLC8,721$401K0.0%N/A0.042%
4/23/2026 Catalina Capital Group LLC16,892$776K0.5%-19.5%0.081%
4/23/2026 Continuum Advisory LLC20,352$936K0.1%-5.9%0.098%
4/22/2026 Patriot Financial Group Insurance Agency LLC72,044$3.31M0.2%+97.0%0.347%
4/22/2026 Janney Montgomery Scott LLC287,524$13.22M0.0%+3.0%1.386%
4/22/2026 Cornerstone Wealth Group LLC5,951$283K0.0%-22.2%0.029%
4/22/2026 Welch Financial Planning LLC18,222$838K0.6%-4.7%0.088%
4/21/2026 Compass Advisory Group LLC32,232$1.48M0.4%-93.7%0.155%
4/21/2026 Long Island Wealth Management Inc.44,057$2.03M0.9%-4.5%0.212%
4/21/2026 AA Financial Advisors LLC177,069$8.14M1.1%-2.1%0.853%
4/21/2026 KFG Wealth Management LLC44,781$2.06M0.3%-10.3%0.216%
4/20/2026 Cardinal Point Capital Management ULC18,408$846K0.1%-5.5%0.089%
4/20/2026 RFG Advisory LLC22,868$1.05M0.0%-3.5%0.110%
4/20/2026 Riverchase Wealth Management LLC8,258$380K0.2%-16.5%0.040%
4/18/2026 Weaver Capital Management LLC54,819$2.52M0.5%-0.9%0.264%
4/18/2026 BCS Wealth Management46,208$2.12M0.4%-51.6%0.223%
4/17/2026 Certified Advisory Corp70,116$3.22M0.3%-5.3%0.338%
4/17/2026 Signal Advisors Wealth LLC112,218$5.16M0.4%+26.8%0.541%
4/17/2026 XML Financial LLC12,174$560K0.0%-16.8%0.059%
4/17/2026 Brookstone Capital Management129,147$5.94M0.1%-12.5%0.622%
4/16/2026 Triad Wealth Partners LLC142,284$6.54M0.5%+24.8%0.686%
4/16/2026 Founders Financial Securities LLC73,837$3.48M0.2%+18.0%0.356%
3/17/2026 Forty three Eighteen Advisors LLC22,964$1.07M0.8%N/A0.111%
3/13/2026 World Investment Advisors205,044$9.52M0.2%+60.2%0.988%
3/9/2026Corient Private Wealth LLC9,271$430K0.0%N/A0.045%
2/27/2026 Southern Capital Services Inc. ADV6,153$286K0.2%N/A0.030%
2/19/2026BFI Wealth Solutions LLC40,471$1.88M1.8%N/A0.195%
2/19/2026 ATX Financial Planning LLC6,480$301K0.2%N/A0.031%
2/19/2026Corient Private Wealth LLC9,271$430K0.0%N/A0.045%
2/18/2026Mercer Global Advisors Inc. ADV25,646$1.19M0.0%N/A0.124%
2/18/2026Beacon Pointe Advisors LLC86,773$4.03M0.0%-1.7%0.418%
2/18/2026NewEdge Advisors LLC43,546$2.02M0.0%-76.1%0.210%
2/18/2026OLD Mission Capital LLC39,847$1.85M0.0%+31.9%0.192%
2/18/2026Opus Financial Solutions LLC4,530$210K0.2%N/A0.022%
2/17/2026Cetera Investment Advisers317,260$14.73M0.0%+0.7%1.529%
2/17/2026Osaic Holdings Inc.449,266$20.86M0.0%-26.4%2.165%
2/17/2026Blair William & Co. IL634,206$29.45M0.1%-0.7%3.056%
2/17/2026 Rothschild Wealth LLC51,456$2.39M0.2%N/A0.248%
2/16/2026 MML Investors Services LLC193,529$8.99M0.0%-16.6%0.933%
2/16/2026Motiv8 Investments LLC124,582$5.78M3.2%-24.2%0.600%
2/16/2026Focus Partners Wealth366,446$17.01M0.0%+750.8%1.766%
2/16/2026Financial Network Wealth Advisors LLC6,185$287K0.3%+4.3%0.030%
2/16/2026Arax Advisory Partners6,992$325K0.0%N/A0.034%
2/16/2026Barclays PLC1,117$52K0.0%+888.5%0.005%
2/13/2026CreativeOne Wealth LLC50,468$2.34M0.1%-3.7%0.243%
2/13/2026Visionary Wealth Advisors5,317$247K0.0%-21.4%0.026%
2/13/2026Ausdal Financial Partners Inc.5,638$262K0.0%+5.7%0.027%
2/13/2026Wells Fargo & Company MN6,513$302K0.0%+712.1%0.031%
2/13/2026Beck Capital Management LLC16,051$745K0.2%-6.8%0.077%
2/12/2026Orion Porfolio Solutions LLC218,823$10.16M0.1%+3.8%1.055%
2/12/2026 Commonwealth Equity Services LLC720,172$33.44M0.0%-2.0%3.471%
2/12/2026Wood Tarver Financial Group LLC16,698$775K0.2%-11.5%0.080%
2/12/2026Steward Partners Investment Advisory LLC15,496$719K0.0%-2.8%0.075%
2/12/2026 WealthPLAN Partners LLC10,450$485K0.1%N/A0.050%
2/12/2026Principal Securities Inc.125,387$5.82M0.1%-0.5%0.604%
2/11/2026 Stirlingshire Investments Inc.4,874$226K0.2%N/A0.023%
2/11/2026Jessup Wealth Management Inc15,585$724K0.2%-5.4%0.075%
2/11/2026 Fortune Financial Group Inc.33,807$1.57M1.6%N/A0.163%
2/11/2026 Janney Montgomery Scott LLC279,050$12.96M0.0%+0.9%1.345%
2/11/2026 Outlook Wealth Advisors LLC40,776$1.89M0.4%-2.1%0.197%
2/11/2026Cerity Partners LLC24,312$1.13M0.0%-49.0%0.117%
2/11/2026 LPL Financial LLC311,290$14.45M0.0%+11.1%1.500%
2/11/2026 Comprehensive Financial Planning Inc. PA1,701$79K0.1%-34.3%0.008%
2/11/2026 XML Financial LLC14,639$680K0.1%-10.7%0.071%
2/11/2026 Parallel Advisors LLC1,385$64K0.0%N/A0.007%
2/11/2026 Straight Path Wealth Management69,605$3.23M0.9%+0.4%0.335%
2/10/2026Lido Advisors LLC16,807$780K0.0%N/A0.081%
2/10/2026 Goldstein Advisors LLC5,357$249K0.0%N/A0.026%
2/10/2026COFG Advisors LLC60,894$2.83M0.7%N/A0.293%
2/10/2026 Gill Capital Partners LLC30,421$1.41M0.4%-1.7%0.147%
2/10/2026 Rothschild Wealth LLC51,456$2.39M0.3%N/A0.248%
2/10/2026 Clear Point Advisors Inc.7,266$337K0.3%-12.1%0.035%
2/10/2026Waterloo Capital L.P.4,541$211K0.0%-4.5%0.022%
2/10/2026 Founders Financial Securities LLC62,591$2.91M0.2%+15.5%0.302%
2/10/2026Weaver Consulting Group113,606$5.28M1.3%-0.7%0.547%
2/10/2026Foundations Investment Advisors LLC55,810$2.59M0.0%+4.5%0.269%
2/9/2026Kingsview Wealth Management LLC22,360$1.04M0.0%-3.3%0.108%
2/9/2026Integrity Advisory Solutions LLC39,613$1.84M0.3%+1.2%0.191%
2/9/2026Bellwether Advisors LLC55,334$2.57M0.4%+22.0%0.267%
2/9/2026Blue Bell Private Wealth Management LLC54,195$2.52M0.4%-5.7%0.261%
2/9/2026Harbour Investments Inc.9,093$422K0.0%-62.3%0.044%
2/6/2026Advisory Alpha LLC138,909$6.45M0.2%-0.3%0.669%
2/6/2026 Signature Estate & Investment Advisors LLC5,598$260K0.0%-4.0%0.027%
2/6/2026 IFP Advisors Inc75,673$3.51M0.1%-2.9%0.365%


PJUL Institutional Ownership - Frequently Asked Questions

During the previous two years, 292 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. ($150.42M), Penserra Capital Management LLC ($63.55M), Commonwealth Equity Services LLC ($33.44M), Blair William & Co. IL ($29.45M), Wealth Enhancement Advisory Services LLC ($25.15M), Envestnet Asset Management Inc. ($24.48M), and Raymond James Financial Inc. ($24.03M).Learn more on Innovator U.S. Equity Power Buffer ETF - July's institutional investors.

Of the 244 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 ($1.33M), Allworth Financial LP ($1.30M), Raymond James Financial Inc. ($982.04K), Wealth Enhancement Advisory Services LLC ($702.37K), Compass Advisory Group LLC ($493.10K), Blair William & Co. IL ($367.78K), and Focus Partners Wealth ($323.37K).

Institutional investors have bought a total of 7,328,707 shares in the last 24 months. This purchase volume represents approximately $331.68M in transactions.

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: Allworth Financial LP ($1.30M), Brookstone Capital Management ($692.59K), Compass Advisory Group LLC ($483.64K), Alliancebernstein L.P. ($292.45K), Osaic Holdings Inc. ($188.92K), NewEdge Advisors LLC ($143.01K), and Stuart Chaussee & Associates Inc. ($125.81K).

Institutional investors have sold a total of 4,533,363 shares in the last 24 months. This volume of shares sold represents approximately $206.54M in transactions.


Related Companies

This page (BATS:PJUL) was last updated on 5/9/2026 by MarketBeat.com Staff.
From Our Partners
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel
Satellite Images Spot Potential $10 Trillion Discovery
'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...
Altimetry | Sponsoredtc pixel
Invest in SpaceX Before IPO
SpaceX is already one of the most valuable private companies on Earth, and some analysts believe its valuation...
NXT Wave Research | Sponsoredtc pixel
Why this tiny stock may move before the SpaceX IPO drops
The projected SpaceX and xAI S-1 filing hits the SEC on June 1st - and analyst Dylan Jovine says $1.75 trillio...
Behind the Markets | Sponsoredtc pixel