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 15.8 Million shares, which have been reported (via 13F filing form) to have a value of $620 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
13,209
shares
|
$517,792
0.01% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
12,919
shares
|
$506,424
0.01% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
12,455
shares
|
$488,236
0.2% of portfolio
|
Q2 2024
Reduced 29.61%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
12,271
shares
|
$481,023
0.02% of portfolio
|
Q4 2024
Added 64.62%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
12,247
shares
|
$480,082
0.01% of portfolio
|
Q3 2024
Added 53.86%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
12,185
shares
|
$477,652
0.01% of portfolio
|
Q1 2025
Added 86.74%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
12,000
shares
|
$470,400
0.01% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
11,948
shares
|
$468,361
0.38% of portfolio
|
Q3 2024
Reduced 37.74%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
11,921
shares
|
$467,303
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
11,903
shares
|
$466,597
0.02% of portfolio
|
Q4 2024
Reduced 21.28%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
11,020
shares
|
$431,984
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
10,000
shares
|
$392,000
0.1% of portfolio
|
Q3 2023
Reduced 13.04%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
9,990
shares
|
$391,608
0.08% of portfolio
|
Q1 2025
Reduced 15.94%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
9,913
shares
|
$388,589
0.03% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
9,432
shares
|
$369,734
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
9,312
shares
|
$365,030
0.05% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
9,265
shares
|
$363,188
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mitchell Capital Management CO
|
May 09, 2025 Q1 2025 |
9,200
shares
|
$360,640
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
9,102
shares
|
$356,798
0.01% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
9,020
shares
|
$353,584
0.0% of portfolio
|
Q1 2025
Added 300566.66%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
8,970
shares
|
$351,624
0.1% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
8,960
shares
|
$351,232
0.0% of portfolio
|
Q1 2025
Reduced 47.92%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 17, 2025 Q1 2025 |
8,911
shares
|
$349,311
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
8,407
shares
|
$329,554
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
8,374
shares
|
$328,260
0.13% of portfolio
|
Q1 2025
Reduced 57.67%
|