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 184 institutions that hold shares in the stock, with a total of 14.2 Million shares, which have been reported (via 13F filing form) to have a value of $532 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
6,935
shares
|
$259,299
0.01% of portfolio
|
Q1 2024
Reduced 66.25%
|
|
Lion Street Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
6,679
shares
|
$249,727
0.09% of portfolio
|
Q3 2023
New holding
|
|
Cypress Wealth Services, LLC
|
Jul 12, 2024 Q2 2024 |
6,663
shares
|
$249,129
0.06% of portfolio
|
Q3 2023
Reduced 2.35%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
6,609
shares
|
$247,110
0.04% of portfolio
|
Q2 2024
Reduced 4.69%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
6,554
shares
|
$245,054
0.18% of portfolio
|
Q1 2024
Reduced 12.71%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
6,400
shares
|
$239,296
0.09% of portfolio
|
Q2 2023
New holding
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
6,251
shares
|
$233,724
0.01% of portfolio
|
Q2 2024
Reduced 58.47%
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2024 Q2 2024 |
5,775
shares
|
$215,927
0.03% of portfolio
|
Q2 2024
New holding
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
5,717
shares
|
$213,758
0.0% of portfolio
|
Q2 2024
New holding
|
|
Brown Wealth Management, LLC
Naperville, IL |
Aug 13, 2024 Q2 2024 |
5,618
shares
|
$210,057
0.08% of portfolio
|
Q2 2024
New holding
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
5,173
shares
|
$193,418
0.0% of portfolio
|
Q1 2024
Reduced 54.33%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
5,121
shares
|
$191,474
0.0% of portfolio
|
Q2 2024
Added 220.46%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
4,868
shares
|
$182,014
0.0% of portfolio
|
Q2 2024
Reduced 58.13%
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
4,550
shares
|
$170,124
0.14% of portfolio
|
Q4 2023
New holding
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4,332
shares
|
$161,973
0.07% of portfolio
|
Q1 2023
Added 928.98%
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
4,000
shares
|
$149,560
0.01% of portfolio
|
Q3 2023
New holding
|
|
Integrity Financial Corp
|
Jul 30, 2024 Q2 2024 |
3,777
shares
|
$141,222
0.09% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
3,250
shares
|
$121,517
0.01% of portfolio
|
Q2 2024
Reduced 30.11%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
2,557
shares
|
$95,606
0.0% of portfolio
|
Q2 2024
Reduced 95.82%
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 18, 2024 Q2 2024 |
2,000
shares
|
$74,780
0.03% of portfolio
|
Q4 2023
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
1,745
shares
|
$65,245
0.0% of portfolio
|
Q2 2024
Reduced 41.4%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
1,685
shares
|
$63,002
0.01% of portfolio
|
Q1 2024
Reduced 27.06%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
1,632
shares
|
$61,020
0.01% of portfolio
|
Q3 2023
Reduced 11.4%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
500
shares
|
$18,695
0.0% of portfolio
|
Q3 2021
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
399
shares
|
$14,918
0.0% of portfolio
|
Q2 2024
New holding
|