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

$38.47
+0.01 (+0.03%)
(As of 05/17/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
128
Total
Institutional Inflows
(last 12 months)
$379.51M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$225.16M
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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
5/17/2024 XML Financial LLC19,517$741K0.1%+1.6%0.098%
5/16/2024 B. Riley Wealth Advisors Inc.6,698$254K0.0%N/A0.034%
5/15/2024 Beck Capital Management LLC19,550$742K0.2%-4.3%0.097%
5/14/2024 CreativeOne Wealth LLC36,745$1.40M0.1%+51.6%0.182%
5/14/2024 InterOcean Capital Group LLC53,574$2.04M0.0%-5.8%0.265%
5/11/2024 Orion Capital Management LLC16,120$612K0.3%+3.9%0.080%
5/10/2024 Osaic Holdings Inc.420,483$15.97M0.0%-67.1%2.084%
5/10/2024 Alera Investment Advisors LLC18,614$707K0.1%-11.8%0.092%
5/9/2024 Kingsview Wealth Management LLC6,302$239K0.0%-59.1%0.031%
5/9/2024 Delta Investment Management LLC75,988$2.89M0.7%-81.2%0.377%
5/9/2024 Koshinski Asset Management Inc.19,829$753K0.1%-36.6%0.098%
5/8/2024 Avantax Advisory Services Inc.39,016$1.48M0.0%+17.0%0.193%
5/7/2024 PFG Advisors10,353$393K0.0%-5.2%0.051%
5/6/2024 Gill Capital Partners LLC17,431$657K0.3%-5.5%0.086%
5/6/2024 Advisory Alpha LLC161,884$6.15M0.3%-2.8%0.802%
5/2/2024 Lincoln National Corp132,795$5.04M0.1%-2.1%0.658%
5/1/2024 Janney Montgomery Scott LLC162,800$6.18M0.0%+7.8%0.807%
5/1/2024 Sequoia Financial Advisors LLC5,925$225K0.0%-19.8%0.029%
5/1/2024 Lineweaver Wealth Advisors LLC14,139$537K0.1%-4.0%0.070%
5/1/2024 Diversify Advisory Services LLC5,538$210K0.0%N/A0.027%
4/30/2024 Strategic Wealth Partners Group LLC187,350$7.12M0.8%-6.7%0.928%
4/29/2024Commonwealth Equity Services LLC567,082$21.54M0.0%-16.9%2.810%
4/29/2024 Benjamin F. Edwards & Company Inc.23,107$878K0.0%-49.3%0.115%
4/29/2024 Yarger Wealth Strategies LLC9,382$356K0.2%-20.6%0.046%
4/25/2024 Cambridge Investment Research Advisors Inc.235,229$8.93M0.0%-13.3%1.140%
4/24/2024 Blue Bell Private Wealth Management LLC61,846$2.35M0.5%-2.0%0.300%
4/23/2024 Gradient Investments LLC33,477$1.27M0.0%-97.2%0.162%
4/23/2024 McAdam LLC93,010$3.53M0.2%-1.3%0.451%
4/23/2024 Strategic Blueprint LLC68,733$2.61M0.2%+2.7%0.333%
4/23/2024 Raymond James Financial Services Advisors Inc.344,233$13.07M0.0%+0.6%1.669%
4/22/2024 Altfest L J & Co. Inc.13,624$517K0.1%-2.6%0.066%
4/22/2024 Outlook Wealth Advisors LLC29,094$1.11M0.3%-87.0%0.141%
4/22/2024 MBL Wealth LLC103,261$3.92M0.4%+2.5%0.501%
4/19/2024 FORVIS Wealth Advisors LLC281,953$10.71M0.3%-0.7%1.367%
4/19/2024 Lake Street Private Wealth LLC33,750$1.28M0.2%-4.9%0.164%
4/18/2024 Miracle Mile Advisors LLC316,551$12.02M0.3%-5.2%1.534%
4/17/2024 Avalon Capital Management8,089$307K0.1%-4.7%0.039%
4/17/2024 Cornerstone Wealth Group LLC8,319$316K0.0%N/A0.040%
4/17/2024 CRA Financial Services LLC52,415$1.99M0.4%-6.8%0.254%
4/16/2024 Weaver Consulting Group121,968$4.63M1.7%-1.6%0.591%
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4/16/2024 Cypress Wealth Services LLC30,554$1.16M0.3%-14.0%0.148%
4/16/2024 Wealth Enhancement Advisory Services LLC740,327$28.12M0.1%-1.4%3.589%
4/15/2024 Brookstone 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%
3/6/2024 SageView Advisory Group LLC1,096,635$39.69M1.4%+3,204.6%3.893%
3/4/2024Tucker Asset Management LLC742$27K0.0%N/A0.003%
2/26/2024 Centaurus Financial Inc.83,075$3.01M0.2%-3.9%0.295%
2/16/2024 Secured Retirement Advisors LLC15,411$558K0.5%N/A0.055%
2/14/2024 XML Financial LLC19,215$695K0.1%+3.1%0.068%
2/13/2024 Cetera Advisor Networks LLC111,896$4.05M0.0%-4.6%0.397%
2/12/2024 Schulz Wealth LTD.14,921$540K0.5%N/A0.053%
2/12/2024 WorthPointe LLC69,121$2.50M1.3%-4.7%0.245%
2/12/2024Focus Financial Network Inc. ADV31,681$1.15M0.0%N/A0.112%
2/12/2024 Steward 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%
2/9/2024 Nations Financial Group Inc. IA ADV15,434$559K0.1%-3.5%0.055%
2/9/2024 Advisory Services Network LLC28,239$1.02M0.0%+1.4%0.100%
2/9/2024 Cambridge Investment Research Advisors Inc.271,295$9.82M0.0%-16.1%0.963%
2/9/2024 InterOcean Capital Group LLC56,875$2.06M0.1%-15.2%0.202%
2/9/2024 CreativeOne Wealth LLC24,242$877K0.1%N/A0.086%
2/8/2024 Level Four Advisory Services LLC9,260$335K0.0%-12.3%0.033%
2/8/2024 Beacon Pointe Advisors LLC103,546$3.75M0.0%-2.1%0.368%
2/8/2024 Janney Montgomery Scott LLC151,086$5.47M0.0%-2.9%0.536%
2/7/2024 Avantax Advisory Services Inc.33,356$1.21M0.0%-32.0%0.118%
2/7/2024 Integrity Financial Corp WA3,139$114K0.1%-12.0%0.011%
2/7/2024 Principal Securities Inc.49,131$1.78M0.1%N/A0.174%
2/6/2024 Lincoln National Corp135,648$4.91M0.1%+65.6%0.482%
2/6/2024 U.S. Capital Wealth Advisors LLC20,935$758K0.0%-36.5%0.074%
2/6/2024 Benjamin 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%
2/5/2024 Epic Trust Investment Advisors LLC6,505$235K0.3%N/A0.023%
2/5/2024 Silver Oak Securities Incorporated23,230$841K0.1%-2.8%0.082%
2/2/2024 ODonnell Financial Services LLC53,980$1.95M1.0%-51.9%0.192%
2/2/2024 Stuart Chaussee & Associates Inc.155,129$5.61M1.6%N/A0.551%
2/2/2024 Delta Investment Management LLC404,917$14.65M3.6%-13.6%1.437%
2/2/2024 Truist Financial Corp119,210$4.31M0.0%-0.7%0.423%
2/2/2024 Atria Wealth Solutions Inc.63,025$2.28M0.0%-15.8%0.224%
2/1/2024 Corrado Advisors LLC28,580$1.03M0.8%-1.6%0.101%
2/1/2024 Capital Investment Advisory Services LLC2,820$102K0.0%-27.1%0.010%
2/1/2024 Sigma Planning Corp41,635$1.51M0.1%-35.8%0.148%
2/1/2024 CWM LLC50,451$1.83M0.0%+24.3%0.179%
2/1/2024 CRA Financial Services LLC56,265$2.04M0.5%-21.6%0.200%
1/31/2024 KFG Wealth Management LLC49,541$1.79M0.8%-18.7%0.176%
1/30/2024 Macroview Investment Management LLC28,446$1.03M1.2%-1.7%0.101%
1/30/2024 Elmwood Wealth Management Inc.71,230$2.58M1.8%-56.9%0.253%
1/29/2024 Outlook Wealth Advisors LLC224,471$8.12M2.8%+22.1%0.797%
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1/29/2024 Koshinski Asset Management Inc.31,285$1.13M0.2%+58.9%0.111%
1/29/2024 Compass Advisory Group LLC18,527$670K0.3%-95.7%0.066%
1/26/2024 Cerity Partners LLC9,717$352K0.0%-3.2%0.034%
1/26/2024 Sequoia Financial Advisors LLC7,388$267K0.0%-12.8%0.026%
1/25/2024 Strategic Blueprint LLC66,958$2.42M0.2%-2.0%0.238%
1/25/2024 Blue Bell Private Wealth Management LLC63,116$2.28M0.5%-0.9%0.224%
1/24/2024 Stratos Wealth Advisors LLC9,758$353K0.0%-16.1%0.035%
1/24/2024 Allworth Financial LP252,834$9.15M0.1%-2.2%0.898%
1/24/2024 Arkadios Wealth Advisors6,453$234K0.0%+7.1%0.023%
1/23/2024 Advisory Alpha LLC166,529$6.03M0.3%+11.4%0.591%
(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, 181 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), Penserra Capital Management LLC ($22.84M), Commonwealth Equity Services LLC ($21.54M), HighTower Advisors LLC ($20.87M), and Range Financial Group LLC ($17.39M).Learn more on PJUL's institutional investors.

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

Of the 150 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 14,306,841 shares in the last 24 months. This purchase volume represents approximately $478.36M in transactions.

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

Of the 109 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 ($1.12M), Osaic Holdings Inc. ($855.85K), Compass Advisory Group LLC ($549.65K), Altfest L J & Co. Inc. ($513.21K), and Integral Investment Advisors Inc. ($441.41K).

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

Institutional investors have sold a total of 8,885,352 shares in the last 24 months. This volume of shares sold represents approximately $312.14M in transactions.


This page (BATS:PJUL) was last updated on 5/19/2024 by MarketBeat.com Staff

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