Institutional Ownership Innovator Growth 100 Power Buf (NOCT)
This table provides information about the institutional ownership of Innovator Growth 100 Power Buf (NOCT). We have compiled data on the 67 institutions that hold shares in the stock, with a total of 1.91 Million shares, which have been reported (via 13F filing form) to have a value of $98.8 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
4,342
shares
|
$224,437
0.01% of portfolio
|
Q4 2024
New holding
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
4,146
shares
|
$214,306
0.0% of portfolio
|
Q3 2024
Reduced 56.25%
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
4,092
shares
|
$211,515
0.02% of portfolio
|
Q2 2024
New holding
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
4,025
shares
|
$208,052
0.05% of portfolio
|
Q4 2022
New holding
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
4,017
shares
|
$207,638
0.01% of portfolio
|
Q4 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
3,887
shares
|
$200,919
0.0% of portfolio
|
Q2 2024
Added 6.2%
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,794
shares
|
$196,111
0.0% of portfolio
|
Q4 2023
Added 169.46%
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
3,602
shares
|
$186,187
0.15% of portfolio
|
Q4 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,022
shares
|
$156,207
0.0% of portfolio
|
Q1 2020
Reduced 76.84%
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
2,781
shares
|
$143,749
0.0% of portfolio
|
Q2 2024
New holding
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
2,620
shares
|
$135,427
0.01% of portfolio
|
Q4 2024
Reduced 37.51%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,520
shares
|
$130,258
0.01% of portfolio
|
Q2 2024
Reduced 55.72%
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,361
shares
|
$70,350
0.0% of portfolio
|
Q3 2024
Added 53.09%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
512
shares
|
$26,465
0.02% of portfolio
|
Q4 2023
New holding
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
361
shares
|
$18,660
0.0% of portfolio
|
Q4 2022
New holding
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
157
shares
|
$8,115
0.01% of portfolio
|
Q4 2023
New holding
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
51
shares
|
$2,636
0.0% of portfolio
|
Q3 2024
Added 54.55%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|