Q1 2024 13F Holders as of 3/31/2024
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Type / Class
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Equity / Innovator Premium Income 20 Barrier ETF - July
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Shares outstanding
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800K
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Number of holders
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20
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Total 13F shares, excl. options
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519K
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Shares change
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-85.6K
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Total reported value, excl. options
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$13M
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Value change
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-$2.14M
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Number of buys
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6
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Number of sells
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-9
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Price
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$24.94
Significant Holders of Innovator ETFs Trust - Innovator Premium Income 20 Barrier ETF - July (JULH) as of Q1 2024
23 filings reported holding JULH - Innovator ETFs Trust - Innovator Premium Income 20 Barrier ETF - July as of Q1 2024.
Innovator ETFs Trust - Innovator Premium Income 20 Barrier ETF - July (JULH) has 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 519K shares
of 800K outstanding shares and own 64.91% of the company stock.
Largest 10 shareholders include Bullseye Investment Management, LLC (82.7K shares), Atria Wealth Solutions, Inc. (76.8K shares), Brookstone Capital Management (67.6K shares), RPg Family Wealth Advisory, LLC (56.9K shares), STEPHENS INC /AR/ (42.2K shares), First Commonwealth Financial Corp /PA/ (40.4K shares), Pensionmark Financial Group, LLC (32.6K shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (25.5K shares), COMMONWEALTH EQUITY SERVICES, LLC (24.8K shares), and Schulz Wealth, LTD. (19K shares).
This table shows the top 20 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.