Innovator Emerging Markets PEJULETF

13F holders, Q3 2024 (September 30)
61holders +5
10new positions
6sold out
$25.47avg. 13F price*

At the end of Q3 2024, 61 institutions reported holding Innovator Emerging Markets P (EJUL) in their 13F filings, up 5 from Q2 2024. 10 opened new positions and 6 sold out. The largest holders were Personal Cfo Solutions, LLC ($4.9M), Ferguson Shapiro LLC ($3.5M) and Berger Financial Group, Inc ($3.4M).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions10$7.7M
Exits6$1.6M

All 13F filers, Q2 2024 → Q3 2024: 427,645 shares bought and 154,731 shares sold, net +272,914 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 61 holders

Personal Cfo Solutions, LLC 0.68% New 191,690 $4.9M
Ferguson Shapiro LLC 1.31% Add +2.4% 137,878 $3.5M
Berger Financial Group, Inc 0.24% Add +13.1% 132,057 $3.4M
HFG Wealth Management, LLC 1.83% No change 117,342 $2.9M
Corrado Advisors, LLC 1.48% Reduce -2.7% 92,868 $2.4M
Osaic Holdings, Inc. 0.01% Add +32.4% 87,214 $2.2M
Commonwealth Equity Services, LLC 0.00% Add +14.0% 84,268 $2.2M
Stratos Wealth Advisors, LLC 0.10% Add +3.8% 83,043 $2.1M
Onyx Bridge Wealth Group LLC 0.32% Add +0.5% 82,807 $2.1M
Kestra Advisory Services, LLC 0.01% Add +57.0% 73,615 $1.9M
Principal Securities, Inc. 0.04% Add +12.3% 72,521 $1.9M
Diligent Investors, LLC 0.32% Add +5.0% 53,860 $1.4M
Cypress Wealth Services, LLC 0.26% No change 50,012 $1.3M
Cetera Investment Advisers 0.00% Reduce -1.1% 49,467 $1.3M
Cwm, LLC 0.00% Add +12.2% 44,833 $1.1M
Allworth Financial LP 0.01% Add +2.9% 39,887 $1.0M
Jane Street Group, LLC 0.00% New 34,879 $890K
WPWealth LLP 0.17% Add +26.1% 31,235 $797K
Global Strategic Investment Solutions, LLC 0.09% Reduce -30.9% 31,013 $792K
Apollon Wealth Management, LLC 0.02% Reduce -27.0% 30,000 $766K
Secured Retirement Advisors, LLC 0.50% Add +25.1% 27,312 $697K
Avantax Advisory Services, Inc. 0.00% Add +0.8% 26,282 $671K
IFP Advisors, Inc 0.02% Add +16.9% 25,606 $654K
Jacobi Capital Management LLC 0.05% New 24,007 $613K
Wealth Enhancement Advisory Services, LLC 0.00% Add +49.1% 21,625 $552K
Susquehanna International Group, LLP 0.00% Reduce -31.3% 21,131 $539K
Tradition Wealth Management, LLC 0.04% Reduce -21.4% 19,579 $500K
Raymond James Financial Services Advisors, Inc. 0.00% Add +9.7% 16,902 $432K
WorthPointe, LLC 0.17% Reduce -8.4% 15,448 $394K
SageView Advisory Group, LLC 0.02% Reduce -3.6% 15,444 $394K
Envestnet Asset Management Inc. 0.00% Add +1.8% 15,430 $394K
Prairie Wealth Advisors, Inc. 0.18% New 13,949 $356K
Cape Investment Advisory, Inc. 0.14% Add +4.7% 13,484 $344K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -49.8% 13,200 $337K
Trek Financial, LLC 0.02% Reduce -69.1% 11,739 $300K
Ifrah Financial Services, Inc. 0.08% Add +0.1% 11,696 $299K
HighTower Advisors, LLC 0.00% Add +4.2% 10,797 $275K
LPL Financial LLC 0.00% Reduce -7.8% 10,606 $271K
Capital Analysts, LLC 0.01% Reduce -9.3% 10,546 $269K
Janney Montgomery Scott LLC 0.00% Reduce -9.6% 10,179 $260K
NorthCrest Asset Manangement, LLC 0.01% No change 9,640 $246K
Independent Financial Group, LLC 0.01% New 9,485 $242K
Cambridge Investment Research Advisors, Inc. 0.00% New 8,819 $225K
OneDigital Investment Advisors LLC 0.00% No change 8,700 $222K
Raymond James & Associates 0.00% New 8,102 $207K
Atria Wealth Solutions, Inc. 0.00% New 7,965 $203K
CoreCap Advisors, LLC 0.01% Reduce -0.3% 7,858 $201K
Sunbelt Securities, Inc. 0.02% Reduce -7.3% 6,481 $165K
Steward Partners Investment Advisory, LLC 0.00% Add +59.3% 4,300 $110K
Clear Point Advisors Inc. 0.08% No change 4,165 $106K
PNC Financial Services Group, Inc. 0.00% No change 3,137 $80K
Atlantic Private Wealth, LLC 0.06% New 2,887 $74K
Financial Network Wealth Advisors LLC 0.04% Reduce -42.5% 2,046 $52K
DHJJ Financial Advisors, Ltd. 0.02% No change 1,865 $48K
Capital Investment Advisory Services, LLC 0.00% No change 1,858 $47K
Harbour Investments, Inc. 0.00% Add +173.9% 1,756 $45K
Sugarloaf Wealth Management, LLC 0.01% No change 1,200 $31K
Tidemark, LLC 0.00% New 400 $10K
AdvisorNet Financial, Inc 0.00% No change 391 $10K
Paladin Wealth, LLC 0.01% — 326 $8K
EverSource Wealth Advisors, LLC 0.00% No change 21 $536

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