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 211 institutions that hold shares in the stock, with a total of 16.3 Million shares, which have been reported (via 13F filing form) to have a value of $687 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
58,106
shares
|
$2.46 Million
1.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
57,232
shares
|
$2.42 Million
0.14% of portfolio
|
Q4 2022
Reduced 17.33%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
57,121
shares
|
$2.41 Million
0.53% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
53,898
shares
|
$2.28 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
53,544
shares
|
$2.26 Million
0.85% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
49,314
shares
|
$2.08 Million
0.82% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
48,644
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2025
Added 439.29%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
47,989
shares
|
$2.03 Million
0.22% of portfolio
|
Q2 2025
Reduced 13.5%
|
|
|
First City Capital Management, Inc.
|
Oct 21, 2025 Q3 2025 |
46,362
shares
|
$1.96 Million
1.09% of portfolio
|
Q3 2025
Reduced 9.33%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
46,033
shares
|
$1.95 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
45,517
shares
|
$1.92 Million
0.22% of portfolio
|
Q2 2023
Reduced 5.01%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
44,198
shares
|
$1.87 Million
1.46% of portfolio
|
Q2 2025
Reduced 47.12%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
43,779
shares
|
$1.85 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
40,102
shares
|
$1.69 Million
0.24% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
39,677
shares
|
$1.68 Million
0.04% of portfolio
|
Q2 2025
Reduced 31.62%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
37,985
shares
|
$1.61 Million
0.95% of portfolio
|
Q3 2025
Added 5.34%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
37,719
shares
|
$1.59 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Jul 30, 2025 Q2 2025 |
36,953
shares
|
$1.56 Million
1.36% of portfolio
|
Q2 2025
Reduced 20.5%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
35,436
shares
|
$1.5 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
35,255
shares
|
$1.49 Million
0.56% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
34,114
shares
|
$1.44 Million
0.16% of portfolio
|
Q3 2024
Added 28.25%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
33,654
shares
|
$1.42 Million
0.14% of portfolio
|
Q3 2025
Added 63.81%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
32,771
shares
|
$1.38 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
32,455
shares
|
$1.37 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
32,102
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2022
New holding
|