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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
7,931
shares
|
$286,547
0.02% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
7,652
shares
|
$276,466
0.01% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
7,600
shares
|
$274,588
0.09% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
7,441
shares
|
$268,843
0.0% of portfolio
|
Q1 2024
Reduced 28.33%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
7,405
shares
|
$267,542
0.05% of portfolio
|
Q3 2024
Reduced 21.71%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
7,383
shares
|
$266,747
0.09% of portfolio
|
Q2 2024
Reduced 28.6%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
7,301
shares
|
$263,785
0.0% of portfolio
|
Q2 2024
Added 1116.83%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
7,083
shares
|
$255,908
0.03% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
7,000
shares
|
$252,910
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 08, 2024 Q3 2024 |
6,977
shares
|
$252,079
0.13% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Delta Investment Management, LLC
|
Aug 13, 2024 Q2 2024 |
6,966
shares
|
$251,681
0.06% of portfolio
|
Q2 2024
Reduced 15.18%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
6,883
shares
|
$248,682
0.01% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Mitchell Capital Management CO
|
Aug 08, 2024 Q2 2024 |
6,300
shares
|
$227,619
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
6,185
shares
|
$223,464
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2024 Q2 2024 |
6,092
shares
|
$220,103
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
6,050
shares
|
$218,586
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
6,005
shares
|
$216,960
0.11% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
5,944
shares
|
$214,756
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
5,700
shares
|
$205,941
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
4,029
shares
|
$145,567
0.01% of portfolio
|
Q1 2024
Added 94.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
3,783
shares
|
$136,679
0.0% of portfolio
|
Q2 2024
Reduced 55.85%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
3,700
shares
|
$133,681
0.01% of portfolio
|
Q2 2024
Added 5.71%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
3,469
shares
|
$125,334
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
3,435
shares
|
$124,106
0.06% of portfolio
|
Q2 2024
Reduced 21.31%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
2,216
shares
|
$80,064
0.0% of portfolio
|
Q1 2024
Reduced 76.67%
|