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 |
|---|---|---|---|---|---|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
866
shares
|
$31,903
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
700
shares
|
$25,788
0.0% of portfolio
|
Q1 2023
Reduced 88.89%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
676
shares
|
$24,903
0.0% of portfolio
|
Q1 2023
Reduced 26.04%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
450
shares
|
$16,578
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
350
shares
|
$12,894
0.0% of portfolio
|
Q2 2024
Reduced 73.36%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
345
shares
|
$12,709
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
316
shares
|
$11,641
0.0% of portfolio
|
Q3 2024
Reduced 17.49%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
259
shares
|
$9,541
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
250
shares
|
$9,210
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
120
shares
|
$4,420
0.0% of portfolio
|
Q2 2024
Reduced 66.57%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
30
shares
|
$1,105
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|