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

$37.77
+0.26 (+0.69%)
(As of 04/23/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
133
Total
Institutional Inflows
(last 12 months)
$394.16M
Number of
Institutional Sellers
(last 12 months)
88
Total
Institutional Outflows
(last 12 months)
$180.79M
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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
4/23/2024Gradient Investments LLC33,477$1.27M0.0%-97.2%0.162%
4/23/2024McAdam LLC93,010$3.53M0.2%-1.3%0.451%
4/23/2024Strategic Blueprint LLC68,733$2.61M0.2%+2.7%0.333%
4/23/2024Raymond James Financial Services Advisors Inc.344,233$13.07M0.0%+0.6%1.669%
4/22/2024Altfest L J & Co. Inc.13,624$517K0.1%-2.6%0.066%
4/22/2024Outlook Wealth Advisors LLC29,094$1.11M0.3%-87.0%0.141%
4/22/2024MBL Wealth LLC103,261$3.92M0.4%+2.5%0.501%
4/19/2024FORVIS Wealth Advisors LLC281,953$10.71M0.3%-0.7%1.367%
4/19/2024Lake Street Private Wealth LLC33,750$1.28M0.2%-4.9%0.164%
4/18/2024Miracle Mile Advisors LLC316,551$12.02M0.3%-5.2%1.534%
4/17/2024Avalon Capital Management8,089$307K0.1%-4.7%0.039%
4/17/2024Cornerstone Wealth Group LLC8,319$316K0.0%N/A0.040%
4/17/2024CRA Financial Services LLC52,415$1.99M0.4%-6.8%0.254%
4/16/2024Weaver Consulting Group121,968$4.63M1.7%-1.6%0.591%
4/16/2024Cypress Wealth Services LLC30,554$1.16M0.3%-14.0%0.148%
4/16/2024Wealth Enhancement Advisory Services LLC740,327$28.12M0.1%-1.4%3.589%
4/15/2024Brookstone Capital Management184,380$7.00M0.1%-83.8%0.894%
4/13/2024 Retirement Planning Group LLC6,520$248K0.0%-9.5%0.032%
4/12/2024 Southland Equity Partners LLC122,099$4.64M1.3%+2.1%0.592%
4/11/2024 DHJJ Financial Advisors Ltd.15,443$587K0.3%-6.6%0.055%
4/11/2024 RFG Advisory LLC40,980$1.56M0.1%N/A0.145%
4/10/2024 BCS Wealth Management37,075$1.41M0.5%-6.8%0.132%
3/6/2024SageView Advisory Group LLC1,096,635$39.69M1.4%+3,204.6%3.893%
3/4/2024Tucker Asset Management LLC742$27K0.0%N/A0.003%
2/26/2024Centaurus Financial Inc.83,075$3.01M0.2%-3.9%0.295%
2/16/2024Secured Retirement Advisors LLC15,411$558K0.5%N/A0.055%
2/14/2024XML Financial LLC19,215$695K0.1%+3.1%0.068%
2/13/2024Cetera Advisor Networks LLC111,896$4.05M0.0%-4.6%0.397%
2/12/2024 Schulz Wealth LTD.14,921$540K0.5%N/A0.053%
2/12/2024WorthPointe LLC69,121$2.50M1.3%-4.7%0.245%
2/12/2024Focus Financial Network Inc. ADV31,681$1.15M0.0%N/A0.112%
2/12/2024Steward Partners Investment Advisory LLC39,023$1.41M0.0%-1.1%0.139%
2/12/2024Cape Investment Advisory Inc.5,090$184K0.1%+169.3%0.018%
2/9/2024Nations Financial Group Inc. IA ADV15,434$559K0.1%-3.5%0.055%
2/9/2024Advisory Services Network LLC28,239$1.02M0.0%+1.4%0.100%
2/9/2024Cambridge Investment Research Advisors Inc.271,295$9.82M0.0%-16.1%0.963%
2/9/2024InterOcean Capital Group LLC56,875$2.06M0.1%-15.2%0.202%
2/9/2024CreativeOne Wealth LLC24,242$877K0.1%N/A0.086%
2/8/2024Level Four Advisory Services LLC9,260$335K0.0%-12.3%0.033%
2/8/2024Beacon Pointe Advisors LLC103,546$3.75M0.0%-2.1%0.368%
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2/8/2024Janney Montgomery Scott LLC151,086$5.47M0.0%-2.9%0.536%
2/7/2024Avantax Advisory Services Inc.33,356$1.21M0.0%-32.0%0.118%
2/7/2024Integrity Financial Corp WA3,139$114K0.1%-12.0%0.011%
2/7/2024Principal Securities Inc.49,131$1.78M0.1%N/A0.174%
2/6/2024Lincoln National Corp135,648$4.91M0.1%+65.6%0.482%
2/6/2024U.S. Capital Wealth Advisors LLC20,935$758K0.0%-36.5%0.074%
2/6/2024Benjamin F. Edwards & Company Inc.45,542$1.65M0.0%+17.7%0.162%
2/6/2024Commonwealth Equity Services LLC682,183$24.69M0.0%-2.2%2.422%
2/5/2024Epic Trust Investment Advisors LLC6,505$235K0.3%N/A0.023%
2/5/2024Silver Oak Securities Incorporated23,230$841K0.1%-2.8%0.082%
2/2/2024ODonnell Financial Services LLC53,980$1.95M1.0%-51.9%0.192%
2/2/2024Stuart Chaussee & Associates Inc.155,129$5.61M1.6%N/A0.551%
2/2/2024Delta Investment Management LLC404,917$14.65M3.6%-13.6%1.437%
2/2/2024Truist Financial Corp119,210$4.31M0.0%-0.7%0.423%
2/2/2024Atria Wealth Solutions Inc.63,025$2.28M0.0%-15.8%0.224%
2/1/2024Corrado Advisors LLC28,580$1.03M0.8%-1.6%0.101%
2/1/2024Capital Investment Advisory Services LLC2,820$102K0.0%-27.1%0.010%
2/1/2024Sigma Planning Corp41,635$1.51M0.1%-35.8%0.148%
2/1/2024 CWM LLC50,451$1.83M0.0%+24.3%0.179%
2/1/2024CRA Financial Services LLC56,265$2.04M0.5%-21.6%0.200%
1/31/2024KFG Wealth Management LLC49,541$1.79M0.8%-18.7%0.176%
1/30/2024Macroview Investment Management LLC28,446$1.03M1.2%-1.7%0.101%
1/30/2024Elmwood Wealth Management Inc.71,230$2.58M1.8%-56.9%0.253%
1/29/2024Outlook Wealth Advisors LLC224,471$8.12M2.8%+22.1%0.797%
1/29/2024Koshinski Asset Management Inc.31,285$1.13M0.2%+58.9%0.111%
1/29/2024Compass Advisory Group LLC18,527$670K0.3%-95.7%0.066%
1/26/2024Cerity Partners LLC9,717$352K0.0%-3.2%0.034%
1/26/2024Sequoia Financial Advisors LLC7,388$267K0.0%-12.8%0.026%
1/25/2024Strategic Blueprint LLC66,958$2.42M0.2%-2.0%0.238%
1/25/2024Blue Bell Private Wealth Management LLC63,116$2.28M0.5%-0.9%0.224%
1/24/2024Stratos Wealth Advisors LLC9,758$353K0.0%-16.1%0.035%
1/24/2024Allworth Financial LP252,834$9.15M0.1%-2.2%0.898%
1/24/2024Arkadios Wealth Advisors6,453$234K0.0%+7.1%0.023%
1/23/2024Advisory Alpha LLC166,529$6.03M0.3%+11.4%0.591%
1/23/2024My Personal CFO LLC8,815$319K0.2%-10.0%0.031%
1/22/2024Zimmermann Investment Management & Planning LLC8,479$307K0.1%-4.4%0.030%
1/22/2024Weaver Consulting Group123,997$4.49M1.8%+47.4%0.440%
1/22/2024Miracle Mile Advisors LLC333,839$12.08M0.3%+201.5%1.185%
1/19/2024 AdvisorNet Financial Inc18,384$665K0.1%-16.4%0.065%
1/19/2024Worth Financial Advisory Group LLC5,660$205K0.2%N/A0.020%
1/19/2024Wagner Wealth Management LLC2,000$72K0.0%N/A0.007%
1/19/2024Patriot Financial Group Insurance Agency LLC33,099$1.20M0.2%+12.8%0.117%
1/18/2024Gradient Investments LLC1,214,631$43.96M1.1%+9.0%4.312%
1/18/2024MBL Wealth LLC100,716$3.65M0.5%+51.6%0.358%
1/18/2024Caprock Group LLC87,754$3.18M0.2%-50.4%0.312%
1/18/2024Yarger Wealth Strategies LLC11,820$428K0.3%+5.1%0.042%
1/18/2024Altfest L J & Co. Inc.13,986$506K0.1%-15.1%0.050%
1/16/2024HBW Advisory Services LLC75,989$2.75M0.5%-3.5%0.270%
1/16/2024Raymond James Financial Services Advisors Inc.342,224$12.39M0.0%-3.0%1.215%
1/16/2024CoreCap Advisors LLC159,433$5.77M0.4%+22.0%0.566%
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1/12/2024Global Strategic Investment Solutions LLC113,224$4.10M0.5%-12.4%0.402%
1/12/2024Avalon Capital Management8,486$307K0.1%-40.5%0.030%
1/12/2024Cedar Brook Financial Partners LLC9,566$346K0.1%-20.2%0.034%
1/11/2024Brookstone Capital Management1,135,535$41.10M0.9%+25.9%4.031%
1/11/2024FORVIS Wealth Advisors LLC283,837$10.27M0.3%-22.1%1.008%
1/11/2024 BCS Wealth Management39,781$1.44M0.5%-3.2%0.141%
1/11/2024 City Holding Co.7,520$272K0.0%-9.9%0.027%
1/11/2024Diligent Investors LLC35,119$1.27M0.3%+27.2%0.125%
1/11/2024 KMG Fiduciary Partners LLC5,939$215K0.0%-11.0%0.021%
1/10/2024 Range Financial Group LLC480,414$17.39M10.5%-1.3%1.705%
(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, 180 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - July. The most heavily invested institutionals were SageView Advisory Group LLC ($39.69M), AE Wealth Management LLC ($35.66M), Wealth Enhancement Advisory Services LLC ($28.12M), Commonwealth Equity Services LLC ($24.69M), Penserra Capital Management LLC ($22.84M), HighTower Advisors LLC ($20.87M), and Osaic Holdings Inc. ($17.42M).Learn more on PJUL's institutional investors.

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

Of the 149 institutional investors that purchased Innovator U.S. Equity Power Buffer ETF - July stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($1.21M), SageView Advisory Group LLC ($1.09M), Brookstone Capital Management ($1.07M), AE Wealth Management LLC ($699.53K), Compass Advisory Group LLC ($580.64K), HighTower Advisors LLC ($557.01K), and Altfest L J & Co. Inc. ($527.00K).

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

Institutional investors have bought a total of 14,263,826 shares in the last 24 months. This purchase volume represents approximately $476.73M in transactions.

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

Of the 100 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - July stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($1.60M), Gradient Investments LLC ($1.18M), Commonwealth Equity Services LLC ($1.01M), Compass Advisory Group LLC ($549.65K), Altfest L J & Co. Inc. ($513.21K), Integral Investment Advisors Inc. ($441.41K), and XML Financial LLC ($255.24K).

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

Institutional investors have sold a total of 7,471,475 shares in the last 24 months. This volume of shares sold represents approximately $258.44M in transactions.


This page (BATS:PJUL) was last updated on 4/24/2024 by MarketBeat.com Staff

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