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 |
---|---|---|---|---|---|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 12, 2024 Q2 2024 |
18,570
shares
|
$694,332
0.12% of portfolio
|
Q4 2023
New holding
|
|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
17,999
shares
|
$672,982
0.02% of portfolio
|
Q2 2024
Reduced 67.2%
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
17,807
shares
|
$665,803
0.14% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jul 19, 2024 Q2 2024 |
17,800
shares
|
$665,542
0.16% of portfolio
|
Q2 2024
Reduced 7.47%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
17,578
shares
|
$657,241
0.03% of portfolio
|
Q1 2024
Reduced 4.64%
|
|
Crown Wealth Group, LLC
|
Jul 26, 2024 Q2 2024 |
17,312
shares
|
$647,295
0.33% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
16,875
shares
|
$630,956
0.0% of portfolio
|
Q3 2023
Reduced 92.74%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
16,824
shares
|
$629,049
0.02% of portfolio
|
Q4 2023
Reduced 7.22%
|
|
Capital Square, LLC
|
Aug 01, 2024 Q2 2024 |
16,229
shares
|
$606,802
0.4% of portfolio
|
Q2 2024
Reduced 2.89%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
15,899
shares
|
$594,463
0.04% of portfolio
|
Q2 2024
Reduced 4.07%
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 09, 2024 Q2 2024 |
15,667
shares
|
$585,789
0.17% of portfolio
|
Q2 2024
Reduced 12.72%
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 24, 2024 Q2 2024 |
15,210
shares
|
$568,701
0.42% of portfolio
|
Q2 2024
Reduced 7.31%
|
|
Parker Financial LLC
Silverdale, WA |
Aug 07, 2024 Q2 2024 |
14,312
shares
|
$535,125
0.28% of portfolio
|
Q2 2024
Reduced 10.7%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
14,098
shares
|
$527,124
0.02% of portfolio
|
Q2 2024
Reduced 1.15%
|
|
Cypress Financial Planning LLC
|
Jul 16, 2024 Q2 2024 |
13,578
shares
|
$507,681
0.21% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
13,110
shares
|
$490,182
0.05% of portfolio
|
Q2 2024
Reduced 2.65%
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 13, 2024 Q2 2024 |
12,455
shares
|
$465,692
0.2% of portfolio
|
Q2 2024
Reduced 29.61%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
12,332
shares
|
$461,093
0.0% of portfolio
|
Q2 2024
Reduced 35.64%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
12,190
shares
|
$455,784
0.02% of portfolio
|
Q2 2024
Reduced 46.07%
|
|
Koshinski Asset Management, Inc.
|
Jul 12, 2024 Q2 2024 |
11,884
shares
|
$444,342
0.04% of portfolio
|
Q2 2024
Reduced 14.94%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
11,740
shares
|
$438,958
0.01% of portfolio
|
Q2 2024
Reduced 6.12%
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Sep 11, 2024 Q2 2024 |
11,011
shares
|
$411,701
0.08% of portfolio
|
Q2 2024
Reduced 29.84%
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
10,820
shares
|
$404,559
0.03% of portfolio
|
Q2 2024
New holding
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
10,500
shares
|
$392,595
0.0% of portfolio
|
Q4 2023
Reduced 76.51%
|
|
Alera Investment Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
10,494
shares
|
$392,370
0.05% of portfolio
|
Q2 2024
Reduced 2.6%
|