Innovator Emerging Markets PEJULETF

13F holders, Q1 2024 (March 31)
55holders
$23.80avg. 13F price*

At the end of Q1 2024, 55 institutions reported holding Innovator Emerging Markets P (EJUL) in their 13F filings. The largest holders were Commonwealth Equity Services, LLC ($8.9M), Ferguson Shapiro LLC ($3.4M) and HFG Wealth Management, LLC ($3.2M).

Company
Innovator Emerging Markets P
CUSIP
45782C714
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 55Q1 2024Q2 2024: 56Q2 2024Q3 2024: 61Q3 2024Q4 2024: 62Q4 2024Q1 2025: 63Q1 2025Q2 2025: 57Q2 2025Q3 2025: 68Q3 2025Q4 2025: 69Q4 2025Q1 2026: 74Q1 2026Q2 2026: 75Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions8$5.6M
Exits6$7.7M

Ownership 55 holders

Commonwealth Equity Services, LLC 0.01% Add +373.7% 375,197 $8.9M
Ferguson Shapiro LLC 1.55% New 141,809 $3.4M
HFG Wealth Management, LLC 1.87% Reduce -7.2% 133,616 $3.2M
Berger Financial Group, Inc 0.23% Reduce -3.5% 118,469 $2.8M
Onyx Bridge Wealth Group LLC 0.36% Add +20.2% 84,613 $2.0M
Corrado Advisors, LLC 1.28% Reduce -2.7% 81,752 $1.9M
Stratos Wealth Advisors, LLC 0.11% Add +85.9% 75,498 $1.8M
Principal Securities, Inc. 0.05% Reduce -0.3% 65,760 $1.6M
Osaic Holdings, Inc. 0.00% Reduce -20.7% 61,647 $1.5M
Cetera Investment Advisers 0.00% Add +50.4% 56,885 $1.4M
Apollon Wealth Management, LLC 0.04% Reduce -29.1% 55,407 $1.3M
Cypress Wealth Services, LLC 0.28% No change 50,012 $1.2M
Diligent Investors, LLC 0.29% No change 49,272 $1.2M
Accuvest Global Advisors 0.46% New 44,619 $1.1M
Cwm, LLC 0.00% Add +6.5% 37,910 $902K
Kestra Advisory Services, LLC 0.01% Reduce -67.9% 36,544 $870K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -16.6% 34,517 $822K
Pillar Wealth Advisors, LLC 0.57% Reduce -32.6% 31,925 $760K
Global Strategic Investment Solutions, LLC 0.08% Reduce -21.1% 29,689 $707K
Susquehanna International Group, LLP 0.00% Reduce -7.1% 29,456 $701K
Avantax Advisory Services, Inc. 0.01% Reduce -4.6% 25,913 $617K
Tradition Wealth Management, LLC 0.06% Reduce -0.4% 24,951 $594K
Secured Retirement Advisors, LLC 0.48% Add +30.9% 23,853 $568K
Goldman Sachs Group Inc. 0.00% New 18,446 $439K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -15.4% 16,580 $395K
WorthPointe, LLC 0.19% Reduce -19.3% 16,072 $383K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -22.0% 15,215 $362K
Envestnet Asset Management Inc. 0.00% Reduce -3.8% 14,903 $355K
Wealth Enhancement Advisory Services, LLC 0.00% No change 14,500 $345K
Long Island Wealth Management, Inc. 0.23% No change 13,849 $330K
Ifrah Financial Services, Inc. 0.08% Reduce -35.0% 12,404 $295K
Janney Montgomery Scott LLC 0.00% Reduce -10.3% 12,324 $293K
Capital Analysts, LLC 0.01% No change 12,283 $292K
Gradient Investments LLC 0.01% Reduce -98.3% 10,830 $258K
Cape Investment Advisory, Inc. 0.12% Reduce -0.9% 10,648 $253K
Lincoln National Corp. 0.00% Reduce -13.5% 10,562 $251K
HighTower Advisors, LLC 0.00% Reduce -56.5% 10,367 $245K
Old Mission Capital LLC 0.01% New 10,059 $239K
NorthCrest Asset Manangement, LLC 0.01% No change 9,640 $229K
OneDigital Investment Advisors LLC 0.00% No change 9,050 $215K
LPL Financial LLC 0.00% Reduce -10.2% 8,862 $211K
NewEdge Advisors, LLC 0.00% New 8,420 $200K
CoreCap Advisors, LLC 0.01% New 7,955 $189K
Sunbelt Securities, Inc. 0.02% Reduce -20.6% 7,071 $168K
JPMorgan Chase & Co. 0.00% New 4,470 $106K
Clear Point Advisors Inc. 0.08% No change 4,165 $99K
Capital Investment Advisory Services, LLC 0.01% Add +39.2% 2,700 $64K
Steward Partners Investment Advisory, LLC 0.00% Reduce -10.0% 2,700 $64K
DHJJ Financial Advisors, Ltd. 0.02% No change 1,865 $44K
Sugarloaf Wealth Management, LLC 0.01% Reduce -45.5% 1,200 $29K
Harbour Investments, Inc. 0.00% No change 641 $15K
IFP Advisors, Inc 0.00% No change 429 $10K
AdvisorNet Financial, Inc 0.00% No change 391 $9K
UBS Group AG 0.00% Reduce -94.8% 100 $2K
EverSource Wealth Advisors, LLC 0.00% New 21 $499

"% of holder's portfolio" is EJUL's weight in each manager's 13F, not the share of Innovator Emerging Markets P the manager owns.