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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
15,908
shares
|
$586,050
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
15,888
shares
|
$585,313
0.0% of portfolio
|
Q1 2024
Added 3.96%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
15,646
shares
|
$576,398
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
15,500
shares
|
$571,020
0.28% of portfolio
|
Q1 2024
Added 3.33%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
15,490
shares
|
$570,651
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
15,490
shares
|
$570,651
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
15,401
shares
|
$567,372
0.0% of portfolio
|
Q2 2024
Added 14.12%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
15,302
shares
|
$563,725
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
15,187
shares
|
$559,489
0.24% of portfolio
|
Q2 2024
Reduced 4.54%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
15,156
shares
|
$558,347
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
14,786
shares
|
$544,716
0.0% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
14,733
shares
|
$542,763
0.13% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
14,641
shares
|
$539,374
0.07% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
14,028
shares
|
$516,791
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
13,940
shares
|
$513,549
0.0% of portfolio
|
Q3 2024
Added 90.93%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
13,846
shares
|
$510,086
0.02% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
13,700
shares
|
$504,708
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
13,615
shares
|
$501,576
0.02% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
13,548
shares
|
$499,108
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
13,288
shares
|
$489,529
0.05% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
12,899
shares
|
$475,199
0.03% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
12,771
shares
|
$470,483
0.04% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
12,755
shares
|
$469,894
0.01% of portfolio
|
Q1 2024
Added 39.58%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
12,706
shares
|
$468,089
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,704
shares
|
$468,015
0.01% of portfolio
|
Q4 2020
Reduced 16.4%
|