Institutional Ownership Innovator U.S. Equity Power Bu (PFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PFEB). We have compiled data on the 191 institutions that hold shares in the stock, with a total of 16 Million shares, which have been reported (via 13F filing form) to have a value of $571 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Weaver Consulting Group
|
Jul 12, 2024 Q2 2024 |
109,392
shares
|
$3.91 Million
1.45% of portfolio
|
Q1 2024
Added 12.16%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
108,448
shares
|
$3.88 Million
0.12% of portfolio
|
Q2 2024
Reduced 18.05%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
101,875
shares
|
$3.64 Million
0.06% of portfolio
|
Q2 2024
Reduced 3.5%
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
94,540
shares
|
$3.38 Million
0.34% of portfolio
|
Q2 2024
Reduced 16.32%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
91,042
shares
|
$3.26 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
88,400
shares
|
$3.16 Million
0.01% of portfolio
|
Q2 2024
Reduced 47.38%
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Aug 09, 2024 Q2 2024 |
86,734
shares
|
$3.1 Million
2.06% of portfolio
|
Q1 2024
New holding
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
86,247
shares
|
$3.09 Million
0.2% of portfolio
|
Q2 2024
Added 12.56%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
82,345
shares
|
$2.95 Million
0.32% of portfolio
|
Q1 2024
Added 4.68%
|
|
Stratos Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
79,903
shares
|
$2.86 Million
0.14% of portfolio
|
Q1 2024
Reduced 1.31%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
75,964
shares
|
$2.72 Million
0.04% of portfolio
|
Q2 2024
Reduced 7.35%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
73,665
shares
|
$2.63 Million
0.03% of portfolio
|
Q2 2024
Added 220.35%
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
72,766
shares
|
$2.6 Million
0.03% of portfolio
|
Q2 2024
Reduced 39.06%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
70,670
shares
|
$2.53 Million
0.14% of portfolio
|
Q2 2024
Added 253.35%
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 13, 2024 Q2 2024 |
66,819
shares
|
$2.39 Million
0.3% of portfolio
|
Q1 2024
New holding
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 13, 2024 Q2 2024 |
64,457
shares
|
$2.31 Million
1.04% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
61,466
shares
|
$2.2 Million
0.47% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 19, 2024 Q2 2024 |
54,554
shares
|
$1.95 Million
0.84% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 05, 2024 Q2 2024 |
54,441
shares
|
$1.95 Million
1.47% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
53,781
shares
|
$1.92 Million
0.0% of portfolio
|
Q2 2024
Reduced 13.69%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
53,216
shares
|
$1.9 Million
0.13% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
53,070
shares
|
$1.9 Million
0.11% of portfolio
|
Q4 2023
Reduced 11.06%
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jul 02, 2024 Q2 2024 |
52,191
shares
|
$1.87 Million
1.35% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
Chris Bulman Inc
Roseville, CA |
Aug 06, 2024 Q2 2024 |
51,865
shares
|
$1.86 Million
1.25% of portfolio
|
Q2 2024
New holding
|
|
Sequoia Financial Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
51,616
shares
|
$1.85 Million
0.02% of portfolio
|
Q1 2023
New holding
|