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 192 institutions that hold shares in the stock, with a total of 15.5 Million shares, which have been reported (via 13F filing form) to have a value of $561 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
18,101
shares
|
$653,989
0.29% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
17,050
shares
|
$616,016
0.34% of portfolio
|
Q1 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
16,983
shares
|
$613,595
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
16,365
shares
|
$591,267
0.0% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
16,128
shares
|
$582,704
0.02% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
15,908
shares
|
$574,756
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
15,888
shares
|
$574,033
0.0% of portfolio
|
Q1 2024
Added 3.96%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
15,806
shares
|
$571,070
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 13, 2024 Q2 2024 |
15,713
shares
|
$567,710
0.15% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
15,646
shares
|
$565,289
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Orion Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
15,500
shares
|
$560,015
0.29% of portfolio
|
Q1 2024
Added 3.33%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
15,490
shares
|
$559,653
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
15,490
shares
|
$559,653
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
15,401
shares
|
$556,438
0.0% of portfolio
|
Q2 2024
Added 14.12%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
15,302
shares
|
$552,861
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 05, 2024 Q2 2024 |
15,187
shares
|
$548,706
0.29% of portfolio
|
Q2 2024
Reduced 4.54%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
14,641
shares
|
$528,979
0.07% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
14,249
shares
|
$514,816
0.01% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
14,086
shares
|
$508,927
0.08% of portfolio
|
Q2 2024
Reduced 8.07%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
14,028
shares
|
$506,831
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
13,847
shares
|
$500,292
0.02% of portfolio
|
Q2 2024
Reduced 9.46%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
13,700
shares
|
$494,981
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
13,615
shares
|
$491,909
0.02% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
13,548
shares
|
$489,489
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Straight Path Wealth Management
|
Aug 15, 2024 Q2 2024 |
13,259
shares
|
$479,047
0.24% of portfolio
|
Q1 2024
New holding
|