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 15.8 Million shares, which have been reported (via 13F filing form) to have a value of $620 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
8,296
shares
|
$325,203
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
8,268
shares
|
$324,105
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
8,248
shares
|
$323,321
0.01% of portfolio
|
Q1 2025
Reduced 27.93%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,100
shares
|
$317,520
0.01% of portfolio
|
Q1 2025
Reduced 22.25%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
7,911
shares
|
$310,111
0.0% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
7,848
shares
|
$307,641
0.03% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
7,769
shares
|
$304,544
0.01% of portfolio
|
Q1 2025
Reduced 62.97%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
7,755
shares
|
$303,996
0.04% of portfolio
|
Q3 2024
Reduced 24.16%
|
|
|
Compass Advisory Group LLC
|
May 13, 2025 Q1 2025 |
7,690
shares
|
$301,448
0.14% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
7,581
shares
|
$297,175
0.01% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
7,466
shares
|
$292,667
0.04% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
7,371
shares
|
$288,943
0.09% of portfolio
|
Q3 2024
Added 10.36%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
7,361
shares
|
$288,551
0.02% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
7,300
shares
|
$286,160
0.12% of portfolio
|
Q1 2025
Reduced 29.13%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
7,155
shares
|
$280,476
0.1% of portfolio
|
Q2 2024
Reduced 78.96%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
7,078
shares
|
$277,457
0.09% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Parker Financial LLC
Silverdale, WA |
Apr 24, 2025 Q1 2025 |
7,009
shares
|
$274,752
0.13% of portfolio
|
Q1 2025
Reduced 14.03%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
6,825
shares
|
$267,540
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
6,663
shares
|
$261,189
0.05% of portfolio
|
Q3 2023
Reduced 2.35%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,606
shares
|
$258,955
0.04% of portfolio
|
Q1 2025
Added 26.5%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
6,400
shares
|
$250,880
0.02% of portfolio
|
Q1 2025
Reduced 51.09%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
6,400
shares
|
$250,880
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
6,295
shares
|
$246,764
0.02% of portfolio
|
Q1 2025
Reduced 70.68%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,704
shares
|
$223,596
0.0% of portfolio
|
Q1 2025
Reduced 25.23%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
5,608
shares
|
$219,833
0.13% of portfolio
|
Q1 2025
Reduced 0.53%
|