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 |
|---|---|---|---|---|---|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
18,479
shares
|
$780,922
0.23% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
18,372
shares
|
$776,400
0.01% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
17,683
shares
|
$747,283
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
17,445
shares
|
$737,225
0.02% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
17,368
shares
|
$733,971
0.13% of portfolio
|
Q3 2025
Added 73.85%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 16, 2025 Q3 2025 |
17,140
shares
|
$724,336
1.66% of portfolio
|
Q2 2025
Reduced 62.75%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,051
shares
|
$720,575
0.0% of portfolio
|
Q3 2024
Added 91.0%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
17,013
shares
|
$718,969
0.02% of portfolio
|
Q2 2025
Reduced 10.09%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
17,001
shares
|
$718,462
0.03% of portfolio
|
Q3 2025
Reduced 11.01%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
16,970
shares
|
$717,152
0.25% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
16,875
shares
|
$713,137
0.0% of portfolio
|
Q3 2023
Reduced 92.74%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
16,228
shares
|
$685,795
0.11% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
15,995
shares
|
$675,948
0.05% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
15,792
shares
|
$667,369
0.04% of portfolio
|
Q2 2025
Reduced 16.77%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
15,577
shares
|
$658,284
0.61% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
15,324
shares
|
$647,592
0.16% of portfolio
|
Q3 2025
Reduced 17.19%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
15,208
shares
|
$642,690
0.12% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
14,968
shares
|
$632,547
0.03% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Cypress Financial Planning LLC
|
Oct 09, 2025 Q3 2025 |
14,849
shares
|
$627,518
0.2% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
14,358
shares
|
$606,769
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
13,958
shares
|
$589,865
0.08% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
13,947
shares
|
$589,400
0.11% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
13,581
shares
|
$573,933
0.3% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
13,209
shares
|
$558,212
0.01% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
12,271
shares
|
$518,572
0.02% of portfolio
|
Q4 2024
Added 64.62%
|