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 198 institutions that hold shares in the stock, with a total of 16.5 Million shares, which have been reported (via 13F filing form) to have a value of $622 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
33,498
shares
|
$1.27 Million
0.02% of portfolio
|
Q2 2024
Reduced 10.18%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
32,659
shares
|
$1.23 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
32,102
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
31,983
shares
|
$1.21 Million
1.21% of portfolio
|
Q3 2024
Added 11.14%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
31,817
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Added 76.77%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
31,188
shares
|
$1.18 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 13, 2024 Q2 2024 |
29,473
shares
|
$1.11 Million
0.29% of portfolio
|
Q2 2024
Added 7.26%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
27,121
shares
|
$1.02 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 09, 2024 Q2 2024 |
26,600
shares
|
$1 Million
0.13% of portfolio
|
Q1 2024
Reduced 26.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
25,994
shares
|
$981,793
0.01% of portfolio
|
Q2 2024
Reduced 86.6%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
25,593
shares
|
$966,647
0.11% of portfolio
|
Q3 2024
Added 287.24%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
24,730
shares
|
$934,052
0.03% of portfolio
|
Q2 2024
Reduced 3.91%
|
|
|
Weaver Consulting Group
|
Jul 12, 2024 Q2 2024 |
23,543
shares
|
$889,219
0.33% of portfolio
|
Q2 2024
Reduced 6.24%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
23,065
shares
|
$871,165
0.68% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
23,041
shares
|
$870,258
0.01% of portfolio
|
Q2 2024
Reduced 90.99%
|
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
22,679
shares
|
$856,585
0.06% of portfolio
|
Q2 2024
Reduced 6.72%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
21,986
shares
|
$830,411
0.21% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
21,733
shares
|
$820,855
0.03% of portfolio
|
Q3 2024
Reduced 29.07%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
21,700
shares
|
$819,609
0.02% of portfolio
|
Q1 2023
Reduced 5.24%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
21,567
shares
|
$814,585
0.01% of portfolio
|
Q2 2024
Reduced 72.31%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
21,470
shares
|
$810,921
0.14% of portfolio
|
Q3 2024
Added 15.62%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
21,074
shares
|
$795,964
0.05% of portfolio
|
Q3 2024
Reduced 36.18%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
21,054
shares
|
$795,209
0.04% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 05, 2024 Q2 2024 |
20,600
shares
|
$778,062
0.4% of portfolio
|
Q1 2024
Reduced 17.9%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 14, 2024 Q2 2024 |
20,540
shares
|
$775,795
0.34% of portfolio
|
Q1 2024
Reduced 9.07%
|