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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,704
shares
|
$241,051
0.0% of portfolio
|
Q1 2025
Reduced 25.23%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
5,666
shares
|
$239,445
0.0% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
5,432
shares
|
$229,556
0.27% of portfolio
|
Q2 2025
Added 56.86%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
5,231
shares
|
$221,062
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
5,167
shares
|
$218,357
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
5,000
shares
|
$211,300
0.05% of portfolio
|
Q2 2025
Added 499900.0%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
5,000
shares
|
$211,300
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
4,839
shares
|
$204,496
0.0% of portfolio
|
Q2 2025
Added 2943.4%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
4,670
shares
|
$197,354
0.01% of portfolio
|
Q1 2025
Added 16.75%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
4,636
shares
|
$195,917
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4,332
shares
|
$183,070
0.07% of portfolio
|
Q1 2023
Added 928.98%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
3,850
shares
|
$162,701
0.02% of portfolio
|
Q1 2025
Added 1000.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
2,520
shares
|
$106,495
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
2,514
shares
|
$106,241
0.03% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
2,100
shares
|
$88,746
0.01% of portfolio
|
Q2 2025
Reduced 32.69%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
2,000
shares
|
$84,520
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,745
shares
|
$73,743
0.0% of portfolio
|
Q2 2024
Reduced 41.4%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
1,704
shares
|
$72,011
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,685
shares
|
$71,208
0.0% of portfolio
|
Q1 2024
Reduced 27.06%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,632
shares
|
$68,968
0.01% of portfolio
|
Q3 2023
Reduced 11.4%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,611
shares
|
$68,080
0.0% of portfolio
|
Q1 2025
Reduced 12.06%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Aug 07, 2025 Q2 2025 |
1,546
shares
|
$65,333
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,491
shares
|
$63,009
0.0% of portfolio
|
Q2 2025
Reduced 18.57%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
1,391
shares
|
$58,783
0.03% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,375
shares
|
$58,107
0.0% of portfolio
|
Q3 2024
Reduced 73.42%
|