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 |
---|---|---|---|---|---|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
10,456
shares
|
$390,949
0.01% of portfolio
|
Q2 2024
Reduced 21.07%
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
10,226
shares
|
$382,350
0.04% of portfolio
|
Q2 2024
Reduced 8.59%
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
10,000
shares
|
$373,900
0.11% of portfolio
|
Q3 2023
Reduced 13.04%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
9,872
shares
|
$369,114
0.03% of portfolio
|
Q2 2024
Reduced 70.67%
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
9,658
shares
|
$361,112
0.0% of portfolio
|
Q2 2024
Reduced 55.43%
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Aug 01, 2024 Q2 2024 |
9,432
shares
|
$352,662
0.08% of portfolio
|
Q3 2023
New holding
|
|
Columbus Macro, LLC
|
Jul 12, 2024 Q2 2024 |
9,423
shares
|
$352,325
0.14% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
9,312
shares
|
$348,175
0.01% of portfolio
|
Q2 2024
Reduced 30.29%
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
9,247
shares
|
$345,745
0.03% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
8,927
shares
|
$333,780
0.0% of portfolio
|
Q2 2024
Reduced 49.74%
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
8,894
shares
|
$332,546
0.0% of portfolio
|
Q2 2024
New holding
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
8,709
shares
|
$325,629
0.0% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
8,111
shares
|
$303,270
0.01% of portfolio
|
Q2 2024
Reduced 92.03%
|
|
Dakota Wealth Management
|
Jul 19, 2024 Q2 2024 |
7,960
shares
|
$297,624
0.01% of portfolio
|
Q4 2023
New holding
|
|
Compass Advisory Group LLC
|
Jul 31, 2024 Q2 2024 |
7,940
shares
|
$296,876
0.2% of portfolio
|
Q4 2023
New holding
|
|
Bedel Financial Consulting, Inc.
|
Aug 05, 2024 Q2 2024 |
7,816
shares
|
$292,240
0.04% of portfolio
|
Q3 2023
Added 4.69%
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
7,678
shares
|
$287,080
0.01% of portfolio
|
Q2 2024
New holding
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
7,608
shares
|
$284,463
0.01% of portfolio
|
Q2 2024
Reduced 15.8%
|
|
Nikulski Financial, Inc.
|
Jul 30, 2024 Q2 2024 |
7,540
shares
|
$281,920
0.09% of portfolio
|
Q3 2023
Reduced 8.33%
|
|
Transform Wealth, LLC
|
Jul 15, 2024 Q2 2024 |
7,435
shares
|
$277,994
0.02% of portfolio
|
Q2 2024
Reduced 10.78%
|
|
Elmwood Wealth Management, Inc.
|
Aug 13, 2024 Q2 2024 |
7,300
shares
|
$272,947
0.13% of portfolio
|
Q2 2024
Reduced 44.42%
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
7,291
shares
|
$272,610
0.03% of portfolio
|
Q1 2024
Reduced 42.32%
|
|
Atticus Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
7,155
shares
|
$267,525
0.1% of portfolio
|
Q2 2024
Reduced 78.96%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
7,154
shares
|
$267,488
0.01% of portfolio
|
Q2 2024
New holding
|
|
Sugarloaf Wealth Management, LLC
|
Jul 08, 2024 Q2 2024 |
7,083
shares
|
$264,833
0.06% of portfolio
|
Q1 2024
Reduced 6.19%
|