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 216 institutions that hold shares in the stock, with a total of 17.6 Million shares, which have been reported (via 13F filing form) to have a value of $663 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
550
shares
|
$20,707
0.0% of portfolio
|
Q3 2024
Reduced 88.7%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
500
shares
|
$18,825
0.0% of portfolio
|
Q3 2021
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
399
shares
|
$15,022
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
350
shares
|
$13,177
0.0% of portfolio
|
Q4 2024
Reduced 90.91%
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
350
shares
|
$13,177
0.01% of portfolio
|
Q3 2022
New holding
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
342
shares
|
$12,876
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
265
shares
|
$9,977
0.0% of portfolio
|
Q4 2024
New holding
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
209
shares
|
$7,868
0.0% of portfolio
|
Q1 2024
Added 78.63%
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
206
shares
|
$7,755
0.0% of portfolio
|
Q4 2024
New holding
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
100
shares
|
$3,765
0.0% of portfolio
|
Q1 2024
New holding
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
96
shares
|
$3,614
0.0% of portfolio
|
Q4 2024
New holding
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
19
shares
|
$715
0.0% of portfolio
|
Q4 2023
New holding
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
3
shares
|
$112
0.0% of portfolio
|
Q4 2024
Reduced 99.84%
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1
shares
|
$37
0.0% of portfolio
|
Q3 2024
Reduced 99.35%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|