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 |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
12,247
shares
|
$517,558
0.01% of portfolio
|
Q3 2024
Added 53.86%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
12,065
shares
|
$509,866
0.01% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
12,000
shares
|
$507,120
0.01% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Aug 15, 2025 Q2 2025 |
11,948
shares
|
$504,922
0.42% of portfolio
|
Q3 2024
Reduced 37.74%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
11,880
shares
|
$502,048
0.01% of portfolio
|
Q3 2025
Added 90.23%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
11,731
shares
|
$495,752
0.02% of portfolio
|
Q3 2025
Added 46.22%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
11,228
shares
|
$474,495
0.01% of portfolio
|
Q2 2025
Reduced 30.48%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
11,133
shares
|
$470,480
0.18% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
10,954
shares
|
$462,916
0.01% of portfolio
|
Q2 2025
Reduced 7.97%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 23, 2025 Q3 2025 |
10,850
shares
|
$458,521
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
10,266
shares
|
$433,841
0.08% of portfolio
|
Q3 2025
Added 54.07%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
10,078
shares
|
$425,896
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
10,055
shares
|
$424,924
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
10,000
shares
|
$422,600
0.1% of portfolio
|
Q3 2023
Reduced 13.04%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
9,798
shares
|
$414,063
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
9,526
shares
|
$402,568
0.05% of portfolio
|
Q3 2025
Reduced 63.92%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
9,432
shares
|
$398,596
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
9,265
shares
|
$391,538
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
9,232
shares
|
$390,144
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
9,044
shares
|
$382,199
0.17% of portfolio
|
Q3 2025
Added 12.0%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
8,970
shares
|
$379,072
0.1% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
8,911
shares
|
$376,578
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
8,768
shares
|
$370,535
0.03% of portfolio
|
Q2 2025
Reduced 11.55%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
8,645
shares
|
$365,337
0.01% of portfolio
|
Q3 2025
Reduced 13.85%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
8,407
shares
|
$355,279
0.01% of portfolio
|
Q1 2025
New holding
|