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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
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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

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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.


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This page (BATS:PJUL) was last updated on 5/9/2026 by MarketBeat.com Staff.
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