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 205 institutions that hold shares in the stock, with a total of 15.4 Million shares, which have been reported (via 13F filing form) to have a value of $639 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
8,023
shares
|
$332,392
0.02% of portfolio
|
Q2 2025
Reduced 53.1%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
7,755
shares
|
$321,289
0.06% of portfolio
|
Q3 2024
Reduced 24.16%
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
7,690
shares
|
$318,596
0.13% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
7,581
shares
|
$314,080
0.01% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
7,509
shares
|
$311,097
0.12% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
7,466
shares
|
$309,316
0.04% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
7,300
shares
|
$302,439
0.13% of portfolio
|
Q1 2025
Reduced 29.13%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
7,246
shares
|
$300,201
0.17% of portfolio
|
Q2 2025
Added 29.21%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
7,155
shares
|
$296,431
0.08% of portfolio
|
Q2 2024
Reduced 78.96%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
7,079
shares
|
$293,282
0.02% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
7,078
shares
|
$293,241
0.09% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
6,940
shares
|
$287,524
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mitchell Capital Management CO
|
Jul 25, 2025 Q2 2025 |
6,754
shares
|
$279,818
0.05% of portfolio
|
Q2 2025
Reduced 26.59%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
6,663
shares
|
$276,048
0.05% of portfolio
|
Q3 2023
Reduced 2.35%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
6,400
shares
|
$265,152
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
6,400
shares
|
$265,152
0.02% of portfolio
|
Q1 2025
Reduced 51.09%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
6,295
shares
|
$260,801
0.02% of portfolio
|
Q1 2025
Reduced 70.68%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
6,245
shares
|
$258,730
0.01% of portfolio
|
Q2 2025
Reduced 19.62%
|
|
|
Parker Financial LLC
Silverdale, WA |
Jul 25, 2025 Q2 2025 |
6,138
shares
|
$254,297
0.11% of portfolio
|
Q2 2025
Reduced 12.43%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
5,989
shares
|
$248,124
0.03% of portfolio
|
Q2 2025
Reduced 35.69%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,704
shares
|
$236,316
0.0% of portfolio
|
Q1 2025
Reduced 25.23%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
5,666
shares
|
$234,742
0.0% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
5,432
shares
|
$225,047
0.27% of portfolio
|
Q2 2025
Added 56.86%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
5,173
shares
|
$214,317
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
5,167
shares
|
$214,068
0.02% of portfolio
|
Q2 2025
New holding
|