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 204 institutions that hold shares in the stock, with a total of 17.5 Million shares, which have been reported (via 13F filing form) to have a value of $680 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
33,663
shares
|
$1.31 Million
0.44% of portfolio
|
Q1 2024
Reduced 5.26%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
33,064
shares
|
$1.29 Million
0.09% of portfolio
|
Q3 2024
Added 234.93%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
32,659
shares
|
$1.27 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
32,102
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
31,983
shares
|
$1.24 Million
1.21% of portfolio
|
Q3 2024
Added 11.14%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
31,817
shares
|
$1.24 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
|
$1.21 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
31,057
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2024
Added 197.03%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
30,994
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2024
Reduced 27.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
27,603
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 39.99%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
27,121
shares
|
$1.05 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
26,710
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2024
Added 26.86%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
26,364
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
25,593
shares
|
$995,055
0.11% of portfolio
|
Q3 2024
Added 287.24%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
24,803
shares
|
$964,340
0.01% of portfolio
|
Q3 2024
Reduced 25.96%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
24,264
shares
|
$943,384
0.32% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
23,889
shares
|
$928,804
0.06% of portfolio
|
Q3 2024
Added 50.25%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 25, 2024 Q3 2024 |
23,065
shares
|
$896,767
0.68% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
22,021
shares
|
$856,176
0.01% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
21,986
shares
|
$854,815
0.21% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
21,733
shares
|
$844,979
0.03% of portfolio
|
Q3 2024
Reduced 29.07%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
21,470
shares
|
$834,753
0.14% of portfolio
|
Q3 2024
Added 15.62%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
21,089
shares
|
$819,940
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
21,074
shares
|
$819,357
0.05% of portfolio
|
Q3 2024
Reduced 36.18%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
21,030
shares
|
$817,646
0.02% of portfolio
|
Q3 2024
Reduced 3.09%
|