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 |
---|---|---|---|---|---|
Buska Wealth Management, LLC
Wausau, WI |
Jul 01, 2024 Q1 2024 |
51,379
shares
|
$1.92 Million
0.74% of portfolio
|
Q1 2024
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
51,187
shares
|
$1.91 Million
0.87% of portfolio
|
Q2 2024
Reduced 32.32%
|
|
John W. Brooker & Co., Cp As
|
Jul 11, 2024 Q2 2024 |
50,893
shares
|
$1.9 Million
1.01% of portfolio
|
Q2 2024
Reduced 9.57%
|
|
First City Capital Management, Inc.
|
Aug 13, 2024 Q2 2024 |
50,220
shares
|
$1.88 Million
1.05% of portfolio
|
Q4 2023
Reduced 0.43%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
46,000
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2024
Reduced 40.06%
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
45,891
shares
|
$1.72 Million
0.02% of portfolio
|
Q2 2024
Reduced 39.68%
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 05, 2024 Q2 2024 |
45,791
shares
|
$1.71 Million
1.29% of portfolio
|
Q2 2024
Reduced 59.26%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
45,517
shares
|
$1.7 Million
0.22% of portfolio
|
Q2 2023
Reduced 5.01%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
42,746
shares
|
$1.6 Million
0.05% of portfolio
|
Q2 2024
Reduced 28.22%
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
41,196
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2024
Reduced 7.12%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
40,191
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
Orion Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
39,035
shares
|
$1.46 Million
0.77% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
39,018
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2024
Reduced 22.73%
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 17, 2024 Q2 2024 |
37,780
shares
|
$1.41 Million
0.34% of portfolio
|
Q2 2024
New holding
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
37,199
shares
|
$1.39 Million
0.04% of portfolio
|
Q2 2024
Added 89.65%
|
|
Maltin Wealth Management, Inc.
|
Jul 12, 2024 Q2 2024 |
36,220
shares
|
$1.35 Million
0.8% of portfolio
|
Q2 2024
Reduced 3.98%
|
|
Clay Northam Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
36,070
shares
|
$1.35 Million
1.01% of portfolio
|
Q2 2024
Reduced 4.09%
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
36,031
shares
|
$1.35 Million
0.19% of portfolio
|
Q1 2024
Reduced 6.59%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
35,629
shares
|
$1.33 Million
0.19% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
35,436
shares
|
$1.32 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
Bcgm Wealth Management, LLC
|
Jul 30, 2024 Q2 2024 |
33,663
shares
|
$1.26 Million
0.45% of portfolio
|
Q1 2024
Reduced 5.26%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
33,498
shares
|
$1.25 Million
0.02% of portfolio
|
Q2 2024
Reduced 10.18%
|
|
Cornerstone Wealth Group, LLC
|
Jul 24, 2024 Q2 2024 |
33,367
shares
|
$1.25 Million
0.1% of portfolio
|
Q2 2024
Reduced 4.02%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
33,022
shares
|
$1.23 Million
0.09% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
32,102
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2022
New holding
|