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 |
|---|---|---|---|---|---|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
8,296
shares
|
$350,588
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
8,268
shares
|
$349,405
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
8,253
shares
|
$348,771
0.01% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
8,248
shares
|
$348,560
0.01% of portfolio
|
Q1 2025
Reduced 27.93%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,100
shares
|
$342,306
0.01% of portfolio
|
Q1 2025
Reduced 22.25%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
7,845
shares
|
$331,529
0.0% of portfolio
|
Q3 2025
Added 13.04%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
7,755
shares
|
$327,726
0.06% of portfolio
|
Q3 2024
Reduced 24.16%
|
|
|
Compass Advisory Group LLC
|
Jul 28, 2025 Q2 2025 |
7,690
shares
|
$324,979
0.13% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
7,509
shares
|
$317,330
0.12% of portfolio
|
Q2 2025
Reduced 10.33%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
7,475
shares
|
$315,893
0.04% of portfolio
|
Q3 2025
Added 24.81%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
7,466
shares
|
$315,513
0.04% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
7,300
shares
|
$308,498
0.13% of portfolio
|
Q1 2025
Reduced 29.13%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
7,246
shares
|
$306,215
0.17% of portfolio
|
Q2 2025
Added 29.21%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
7,155
shares
|
$302,370
0.08% of portfolio
|
Q2 2024
Reduced 78.96%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
7,079
shares
|
$299,158
0.02% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 11, 2025 Q2 2025 |
7,078
shares
|
$299,116
0.09% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
7,005
shares
|
$296,031
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Mitchell Capital Management CO
|
Jul 25, 2025 Q2 2025 |
6,754
shares
|
$285,424
0.05% of portfolio
|
Q2 2025
Reduced 26.59%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Oct 06, 2025 Q3 2025 |
6,596
shares
|
$278,746
0.27% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
6,406
shares
|
$270,717
0.02% of portfolio
|
Q3 2025
Reduced 22.45%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
6,400
shares
|
$270,464
0.02% of portfolio
|
Q1 2025
Reduced 51.09%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
6,400
shares
|
$270,464
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
6,295
shares
|
$266,026
0.02% of portfolio
|
Q1 2025
Reduced 70.68%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
6,142
shares
|
$259,560
0.27% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Parker Financial LLC
Silverdale, WA |
Jul 25, 2025 Q2 2025 |
6,138
shares
|
$259,391
0.11% of portfolio
|
Q2 2025
Reduced 12.43%
|