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 17.5 Million shares, which have been reported (via 13F filing form) to have a value of $680 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
9,102
shares
|
$353,885
0.01% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Oct 22, 2024 Q3 2024 |
8,911
shares
|
$346,459
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
8,663
shares
|
$336,817
0.27% of portfolio
|
Q3 2024
Added 32.18%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
8,582
shares
|
$333,668
0.01% of portfolio
|
Q3 2024
Reduced 76.93%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
8,296
shares
|
$322,548
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
8,238
shares
|
$320,293
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,137
shares
|
$316,366
0.0% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
7,940
shares
|
$308,707
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
7,755
shares
|
$301,514
0.04% of portfolio
|
Q3 2024
Reduced 24.16%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
7,592
shares
|
$295,176
0.1% of portfolio
|
Q3 2024
Added 35.14%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
7,581
shares
|
$294,749
0.01% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
7,506
shares
|
$291,833
0.02% of portfolio
|
Q3 2024
Reduced 66.9%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
7,454
shares
|
$289,811
0.01% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
7,435
shares
|
$289,072
0.02% of portfolio
|
Q2 2024
Reduced 10.78%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
7,371
shares
|
$286,584
0.1% of portfolio
|
Q3 2024
Added 10.36%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
7,291
shares
|
$283,474
0.02% of portfolio
|
Q1 2024
Reduced 42.32%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
7,155
shares
|
$278,186
0.09% of portfolio
|
Q2 2024
Reduced 78.96%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
6,825
shares
|
$265,356
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
6,663
shares
|
$259,057
0.05% of portfolio
|
Q3 2023
Reduced 2.35%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
6,400
shares
|
$248,832
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
6,356
shares
|
$247,121
0.03% of portfolio
|
Q3 2024
Added 10.06%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,167
shares
|
$239,772
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
6,164
shares
|
$239,656
0.0% of portfolio
|
Q3 2024
Reduced 50.02%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
6,148
shares
|
$239,034
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Range Financial Group LLC
|
Oct 18, 2024 Q3 2024 |
5,918
shares
|
$230,091
0.31% of portfolio
|
Q3 2024
New holding
|