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 215 institutions that hold shares in the stock, with a total of 17.6 Million shares, which have been reported (via 13F filing form) to have a value of $661 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
142,453
shares
|
$5.36 Million
0.11% of portfolio
|
Q4 2024
Added 2391.74%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
132,519
shares
|
$4.99 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
132,320
shares
|
$4.98 Million
1.3% of portfolio
|
Q3 2023
Added 57.66%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
130,169
shares
|
$4.9 Million
0.24% of portfolio
|
Q4 2024
Reduced 10.85%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Apr 10, 2025 Q1 2025 |
121,976
shares
|
$4.59 Million
3.58% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
118,939
shares
|
$4.48 Million
1.22% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
114,914
shares
|
$4.33 Million
1.71% of portfolio
|
Q4 2024
Reduced 11.6%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
105,728
shares
|
$3.98 Million
0.42% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
92,330
shares
|
$3.48 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
89,298
shares
|
$3.36 Million
0.86% of portfolio
|
Q1 2025
Reduced 20.33%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
88,449
shares
|
$3.33 Million
0.27% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
84,215
shares
|
$3.17 Million
0.92% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Feb 04, 2025 Q4 2024 |
84,058
shares
|
$3.16 Million
2.73% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
83,344
shares
|
$3.14 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
81,834
shares
|
$3.08 Million
0.03% of portfolio
|
Q4 2024
Reduced 29.21%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
81,253
shares
|
$3.06 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
79,877
shares
|
$3.01 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
78,094
shares
|
$2.94 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
76,568
shares
|
$2.88 Million
0.58% of portfolio
|
Q1 2024
Reduced 6.97%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
73,951
shares
|
$2.78 Million
1.86% of portfolio
|
Q4 2024
Reduced 20.76%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
69,334
shares
|
$2.61 Million
0.01% of portfolio
|
Q4 2024
Reduced 27.59%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
67,464
shares
|
$2.54 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
64,047
shares
|
$2.41 Million
0.0% of portfolio
|
Q4 2024
Added 41.97%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
63,551
shares
|
$2.39 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
61,535
shares
|
$2.32 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.49%
|