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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
15,120
shares
|
$587,865
0.02% of portfolio
|
Q3 2024
Added 86.41%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
14,966
shares
|
$581,878
0.17% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
14,358
shares
|
$558,239
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
13,890
shares
|
$540,043
0.11% of portfolio
|
Q3 2024
Added 96.1%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
13,645
shares
|
$530,517
0.28% of portfolio
|
Q3 2024
Reduced 62.33%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
13,575
shares
|
$527,796
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
13,287
shares
|
$516,598
0.01% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
12,905
shares
|
$501,746
0.01% of portfolio
|
Q3 2024
Added 9.92%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
12,455
shares
|
$484,250
0.19% of portfolio
|
Q2 2024
Reduced 29.61%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
12,247
shares
|
$476,163
0.01% of portfolio
|
Q3 2024
Added 53.86%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
12,146
shares
|
$472,236
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Nov 07, 2024 Q3 2024 |
11,948
shares
|
$464,538
0.4% of portfolio
|
Q3 2024
Reduced 37.74%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,921
shares
|
$463,488
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
10,820
shares
|
$420,681
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
10,300
shares
|
$400,464
0.17% of portfolio
|
Q3 2024
Added 41.1%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
10,283
shares
|
$399,803
0.03% of portfolio
|
Q3 2024
Reduced 13.47%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
10,000
shares
|
$388,800
0.1% of portfolio
|
Q3 2023
Reduced 13.04%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
9,870
shares
|
$383,745
0.11% of portfolio
|
Q3 2024
Added 30.9%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
9,585
shares
|
$372,664
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parker Financial LLC
Silverdale, WA |
Nov 04, 2024 Q3 2024 |
9,463
shares
|
$367,921
0.18% of portfolio
|
Q3 2024
Reduced 33.88%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
9,432
shares
|
$366,716
0.13% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
9,432
shares
|
$366,716
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Mitchell Capital Management CO
|
Nov 12, 2024 Q3 2024 |
9,200
shares
|
$357,696
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
9,155
shares
|
$355,946
0.05% of portfolio
|
Q3 2024
Added 17.13%
|
|
|
Pillar Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
9,117
shares
|
$354,468
10.32% of portfolio
|
Q3 2024
Reduced 52.96%
|