Institutional Ownership Innovator U.S. Equity Power Bu (PAUG)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PAUG). We have compiled data on the 184 institutions that hold shares in the stock, with a total of 14.2 Million shares, which have been reported (via 13F filing form) to have a value of $532 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kfg Wealth Management, LLC
Granger, IN |
Jul 19, 2024 Q2 2024 |
113,175
shares
|
$4.23 Million
1.8% of portfolio
|
Q2 2024
Reduced 10.01%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
111,948
shares
|
$4.19 Million
0.01% of portfolio
|
Q2 2024
Reduced 37.82%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
109,899
shares
|
$4.11 Million
0.44% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
108,123
shares
|
$4.04 Million
0.16% of portfolio
|
Q2 2024
Reduced 5.2%
|
|
Keystone Wealth Services, LLC
|
Jul 12, 2024 Q2 2024 |
93,690
shares
|
$3.5 Million
1.15% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Aug 09, 2024 Q2 2024 |
89,339
shares
|
$3.34 Million
2.21% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
84,662
shares
|
$3.17 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.47%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
78,466
shares
|
$2.93 Million
0.01% of portfolio
|
Q2 2024
Reduced 78.06%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
77,900
shares
|
$2.91 Million
0.03% of portfolio
|
Q2 2024
Reduced 8.67%
|
|
Lineweaver Wealth Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
76,568
shares
|
$2.86 Million
0.61% of portfolio
|
Q1 2024
Reduced 6.97%
|
|
Bellwether Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
74,487
shares
|
$2.79 Million
0.59% of portfolio
|
Q2 2024
Reduced 4.2%
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
73,363
shares
|
$2.74 Million
0.22% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 12, 2024 Q2 2024 |
71,432
shares
|
$2.67 Million
0.74% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
Integral Investment Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
66,504
shares
|
$2.49 Million
0.91% of portfolio
|
Q2 2024
Reduced 73.31%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
63,965
shares
|
$2.39 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.82%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
63,805
shares
|
$2.39 Million
0.0% of portfolio
|
Q2 2024
Added 250.89%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
63,089
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2024
Reduced 55.6%
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jul 02, 2024 Q2 2024 |
59,825
shares
|
$2.24 Million
1.61% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
58,065
shares
|
$2.17 Million
0.05% of portfolio
|
Q2 2024
Reduced 4.58%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
57,232
shares
|
$2.14 Million
0.14% of portfolio
|
Q4 2022
Reduced 17.33%
|
|
Global Strategic Investment Solutions, LLC
|
Aug 14, 2024 Q2 2024 |
55,481
shares
|
$2.07 Million
0.26% of portfolio
|
Q2 2024
Reduced 14.54%
|
|
Weaver Capital Management LLC
Suwanee, GA |
Aug 02, 2024 Q2 2024 |
55,257
shares
|
$2.07 Million
0.65% of portfolio
|
Q2 2024
Reduced 2.6%
|
|
Bcs Wealth Management
|
Jul 16, 2024 Q2 2024 |
54,933
shares
|
$2.05 Million
0.98% of portfolio
|
Q2 2024
Reduced 6.61%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
53,302
shares
|
$1.99 Million
0.07% of portfolio
|
Q2 2024
Reduced 3.26%
|
|
Cra Financial Services, LLC
|
Jul 11, 2024 Q2 2024 |
53,176
shares
|
$1.99 Million
0.41% of portfolio
|
Q2 2024
Reduced 9.57%
|