Institutional Ownership Innovator U.S. Equity Power Bu (PAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PAPR). We have compiled data on the 213 institutions that hold shares in the stock, with a total of 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $736 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
16,241
shares
|
$583,051
0.04% of portfolio
|
Q2 2024
Added 6.48%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
16,222
shares
|
$582,369
0.06% of portfolio
|
Q2 2024
Added 19.02%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
15,515
shares
|
$556,988
0.43% of portfolio
|
Q4 2023
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
15,443
shares
|
$554,403
0.01% of portfolio
|
Q3 2024
Reduced 17.36%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
15,400
shares
|
$552,860
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2024 Q2 2024 |
14,753
shares
|
$529,632
0.08% of portfolio
|
Q2 2024
Added 10.25%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 14, 2024 Q2 2024 |
14,750
shares
|
$529,525
0.1% of portfolio
|
Q2 2024
Added 5.18%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 09, 2024 Q2 2024 |
14,730
shares
|
$528,807
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
14,360
shares
|
$515,524
0.19% of portfolio
|
Q2 2024
Reduced 36.72%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
14,124
shares
|
$507,051
0.01% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
14,015
shares
|
$503,138
0.37% of portfolio
|
Q2 2024
Added 4.86%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
13,932
shares
|
$500,158
0.05% of portfolio
|
Q2 2024
Reduced 49.5%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Aug 01, 2024 Q2 2024 |
13,545
shares
|
$486,265
0.11% of portfolio
|
Q3 2021
Added 14.98%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
13,165
shares
|
$472,623
0.53% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
12,840
shares
|
$460,956
0.26% of portfolio
|
Q2 2024
Added 90.22%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 09, 2024 Q2 2024 |
12,640
shares
|
$453,776
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
12,123
shares
|
$435,215
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 13, 2024 Q2 2024 |
12,120
shares
|
$435,108
0.14% of portfolio
|
Q2 2024
Added 7.07%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
12,025
shares
|
$431,697
0.27% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
11,947
shares
|
$428,897
0.05% of portfolio
|
Q3 2024
Added 57.49%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
11,933
shares
|
$428,394
0.23% of portfolio
|
Q3 2024
Reduced 43.65%
|
|
|
Mitchell Capital Management CO
|
Aug 08, 2024 Q2 2024 |
11,923
shares
|
$428,035
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
11,800
shares
|
$423,620
0.01% of portfolio
|
Q1 2024
Reduced 25.79%
|
|
|
Bcgm Wealth Management, LLC
|
Jul 30, 2024 Q2 2024 |
11,745
shares
|
$421,645
0.15% of portfolio
|
Q2 2024
Added 3.86%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
11,667
shares
|
$418,845
0.01% of portfolio
|
Q2 2024
New holding
|