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 191 institutions that hold shares in the stock, with a total of 16 Million shares, which have been reported (via 13F filing form) to have a value of $571 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
2,000
shares
|
$71,540
0.0% of portfolio
|
Q2 2024
Reduced 73.51%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
1,321
shares
|
$47,252
0.0% of portfolio
|
Q2 2024
New holding
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
1,268
shares
|
$45,356
0.03% of portfolio
|
Q2 2024
Reduced 71.42%
|
|
Cnb Bank
Clearfield, PA |
Aug 08, 2024 Q2 2024 |
1,024
shares
|
$36,628
0.02% of portfolio
|
Q1 2024
New holding
|
|
City Holding CO
|
Jul 12, 2024 Q2 2024 |
700
shares
|
$25,039
0.0% of portfolio
|
Q1 2023
Reduced 88.89%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
676
shares
|
$24,180
0.0% of portfolio
|
Q1 2023
Reduced 26.04%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
450
shares
|
$16,096
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
383
shares
|
$13,699
0.0% of portfolio
|
Q1 2024
New holding
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
350
shares
|
$12,519
0.0% of portfolio
|
Q1 2024
Added 14.76%
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
345
shares
|
$12,340
0.01% of portfolio
|
Q1 2024
New holding
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
259
shares
|
$9,264
0.0% of portfolio
|
Q2 2023
New holding
|
|
Optimum Investment Advisors
|
Jul 12, 2024 Q2 2024 |
250
shares
|
$8,942
0.0% of portfolio
|
Q1 2022
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
120
shares
|
$4,292
0.0% of portfolio
|
Q2 2024
Reduced 66.57%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
64
shares
|
$2,289
0.0% of portfolio
|
Q2 2024
New holding
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
30
shares
|
$1,073
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|