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 187 institutions that hold shares in the stock, with a total of 14.9 Million shares, which have been reported (via 13F filing form) to have a value of $550 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
47,993
shares
|
$1.77 Million
0.5% of portfolio
|
Q3 2024
Reduced 12.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
47,482
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2024
Reduced 71.22%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
43,284
shares
|
$1.59 Million
1.06% of portfolio
|
Q3 2024
Reduced 16.54%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
43,245
shares
|
$1.59 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
42,549
shares
|
$1.57 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
42,393
shares
|
$1.56 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Bullseye Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
41,747
shares
|
$1.54 Million
2.2% of portfolio
|
Q3 2024
Reduced 13.67%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
37,785
shares
|
$1.39 Million
0.27% of portfolio
|
Q1 2024
Reduced 1.13%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
36,329
shares
|
$1.34 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
35,841
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
35,795
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.92%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
34,502
shares
|
$1.27 Million
0.1% of portfolio
|
Q1 2024
Added 176.95%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
34,342
shares
|
$1.27 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
34,101
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
33,995
shares
|
$1.25 Million
1.22% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
33,700
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2022
Added 9.77%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
33,304
shares
|
$1.23 Million
1.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
32,837
shares
|
$1.21 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.41%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
32,516
shares
|
$1.2 Million
1.21% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
32,267
shares
|
$1.19 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
30,932
shares
|
$1.14 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
30,496
shares
|
$1.12 Million
0.91% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
30,322
shares
|
$1.12 Million
0.45% of portfolio
|
Q1 2023
Added 13.19%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
29,821
shares
|
$1.1 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
29,693
shares
|
$1.09 Million
0.37% of portfolio
|
Q1 2024
Added 11.62%
|