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 |
|---|---|---|---|---|---|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 15, 2024 Q2 2024 |
7,964
shares
|
$285,907
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
7,927
shares
|
$284,579
0.0% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Tfo Tdc, LLC
|
Aug 14, 2024 Q2 2024 |
7,857
shares
|
$282,066
0.05% of portfolio
|
Q1 2023
Added 68.64%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
7,443
shares
|
$267,203
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
7,409
shares
|
$265,983
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
7,263
shares
|
$260,741
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
6,962
shares
|
$249,935
0.09% of portfolio
|
Q3 2024
Reduced 22.26%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
6,949
shares
|
$249,469
0.02% of portfolio
|
Q3 2024
Reduced 18.18%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 12, 2024 Q2 2024 |
5,993
shares
|
$215,148
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
5,926
shares
|
$212,743
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 14, 2024 Q2 2024 |
5,815
shares
|
$208,758
0.09% of portfolio
|
Q2 2024
Added 67.82%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
5,615
shares
|
$201,578
0.14% of portfolio
|
Q3 2024
Reduced 19.44%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
5,483
shares
|
$196,839
0.0% of portfolio
|
Q2 2024
Reduced 53.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
5,475
shares
|
$196,552
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
5,250
shares
|
$188,475
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
3,973
shares
|
$142,630
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
3,691
shares
|
$132,506
0.08% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,500
shares
|
$125,650
0.0% of portfolio
|
Q4 2021
Added 7.69%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,469
shares
|
$124,537
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
2,818
shares
|
$101,166
0.01% of portfolio
|
Q2 2023
Added 21.57%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
2,750
shares
|
$98,725
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
2,040
shares
|
$73,236
0.0% of portfolio
|
Q1 2024
Added 8.92%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
2,000
shares
|
$71,800
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,819
shares
|
$65,302
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
1,457
shares
|
$52,306
0.01% of portfolio
|
Q3 2024
Reduced 10.72%
|