Invtr Eq DP ETF-2Y-JULY28-UiAJUL ETF 13F holders, Q3 2024 (September 30) 38 holders +37
36 new positions
1 sold out
$26.93 avg. 13F price*
At the end of Q3 2024 , 38 institutions reported holding Invtr Eq DP ETF-2Y-JULY28-Ui (AJUL) in their 13F filings, up 37 from Q2 2024. 36 opened new positions and 1 sold out. The largest holders were HighTower Advisors, LLC ($6.3M), RFG Advisory, LLC ($3.8M) and C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors ($2.2M).
Company Invtr Eq DP ETF-2Y-JULY28-Ui
Filed as INNOVATOR ETFS TRUST (Q3 2024)
CUSIP 45783Y236
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024 Institutions Total Value New Positions 36 $27.0M Exits 1 $0
All 13F filers, Q2 2024 → Q3 2024: 1,002,434 shares bought and 50,000 shares sold, net +952,434 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 38 holders Portfolio Manager % of Holder's Portfolio Change vs Q2 2024 Shares Value ▼ HighTower Advisors, LLC 0.01% New 233,316 $6.3M RFG Advisory, LLC 0.12% New 141,851 $3.8M C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.19% New 82,014 $2.2M Commonwealth Equity Services, LLC 0.00% New 62,162 $1.7M Kestra Advisory Services, LLC 0.01% New 57,922 $1.6M Brookstone Capital Management 0.02% New 49,630 $1.3M Fort Washington Investment Advisors Inc. 0.00% New 29,500 $794K Wealth Enhancement Advisory Services, LLC 0.00% New 29,024 $782K Maia Wealth LLC 0.18% New 26,499 $711K Trek Financial, LLC 0.05% New 25,132 $677K MTM Financial Group, LLC 0.40% New 24,326 $655K Susquehanna International Group, LLP 0.00% New 19,183 $517K Brass Tax Wealth Management, Inc. 0.11% New 18,559 $500K Syntegra Private Wealth Group, LLC 0.05% New 17,146 $462K Cypress Wealth Services, LLC 0.08% New 15,145 $408K Jane Street Group, LLC 0.00% New 14,988 $404K Tradition Wealth Management, LLC 0.03% New 14,262 $384K Vantage Financial Partners, LLC 0.09% New 13,458 $362K Cambridge Investment Research Advisors, Inc. 0.00% New 12,784 $344K Applied Capital LLC 0.18% New 12,710 $342K Legacy Investment Solutions, LLC 0.20% — 12,073 $326K Legacy Wealth Managment, LLC 0.20% — 12,073 $326K Visionary Wealth Advisors 0.02% New 11,551 $311K Dynamic Advisor Solutions LLC 0.01% New 10,885 $293K Three Seasons Wealth, LLC 0.15% New 10,520 $283K World Investment Advisors 0.01% New 10,441 $281K Comprehensive Financial Consultants Institutional, Inc. 0.10% New 10,038 $270K Foundations Investment Advisors, LLC 0.01% New 9,645 $260K Bullseye Investment Management, LLC 0.13% New 8,173 $221K Able Wealth Management LLC 0.16% New 7,776 $209K Goldman Sachs Group Inc. 0.00% New 7,695 $207K Continuum Advisory, LLC 0.02% New 5,156 $139K Cwm, LLC 0.00% New 4,550 $123K Principal Securities, Inc. 0.00% New 3,500 $94K Steward Partners Investment Advisory, LLC 0.00% New 1,916 $52K Concourse Financial Group Securities, Inc. 0.00% New 730 $20K JPMorgan Chase & Co. 0.00% New 166 $4K Harbour Investments, Inc. 0.00% New 81 $2K
"% of holder's portfolio" is AJUL's weight in each manager's 13F, not the share of Invtr Eq DP ETF-2Y-JULY28-Ui the manager owns.