Institutional Ownership Innovator U.S. Equity Power Bu (PMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PMAR). We have compiled data on the 196 institutions that hold shares in the stock, with a total of 11.2 Million shares, which have been reported (via 13F filing form) to have a value of $455 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
23,690
shares
|
$968,684
0.13% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
23,561
shares
|
$963,409
0.03% of portfolio
|
Q4 2024
Reduced 8.41%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
23,229
shares
|
$949,833
0.07% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
21,814
shares
|
$891,974
0.56% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
21,131
shares
|
$864,046
0.17% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
20,543
shares
|
$840,003
0.43% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
20,402
shares
|
$834,237
0.05% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Bullseye Investment Management, LLC
|
Feb 12, 2025 Q4 2024 |
20,329
shares
|
$831,252
1.43% of portfolio
|
Q4 2024
Reduced 29.52%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
17,539
shares
|
$717,169
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
17,501
shares
|
$715,615
0.25% of portfolio
|
Q1 2024
Added 8.58%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
17,364
shares
|
$710,013
0.01% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
17,277
shares
|
$706,456
0.01% of portfolio
|
Q3 2022
Reduced 44.83%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
17,034
shares
|
$696,520
0.01% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
16,514
shares
|
$675,257
0.04% of portfolio
|
Q4 2024
Added 54.05%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
16,468
shares
|
$673,376
0.79% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
16,424
shares
|
$671,577
0.04% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
15,665
shares
|
$640,541
0.31% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
15,622
shares
|
$638,783
0.0% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,411
shares
|
$630,155
0.01% of portfolio
|
Q1 2024
Reduced 42.07%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
14,790
shares
|
$604,763
0.12% of portfolio
|
Q4 2024
Added 134.87%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
14,767
shares
|
$603,822
0.02% of portfolio
|
Q4 2024
Reduced 54.59%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
14,527
shares
|
$594,009
0.09% of portfolio
|
Q2 2024
Added 1.37%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
14,520
shares
|
$593,722
0.04% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
14,503
shares
|
$593,027
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
13,930
shares
|
$569,597
0.08% of portfolio
|
Q3 2024
Reduced 16.5%
|