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 183 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $459 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
6,365
shares
|
$254,536
0.02% of portfolio
|
Q2 2024
Reduced 12.12%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
6,352
shares
|
$254,016
0.28% of portfolio
|
Q1 2024
Reduced 30.07%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
6,350
shares
|
$253,936
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
6,297
shares
|
$251,817
0.05% of portfolio
|
Q2 2024
Reduced 93.16%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
6,260
shares
|
$250,337
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
6,223
shares
|
$248,857
0.0% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
5,975
shares
|
$238,940
0.02% of portfolio
|
Q2 2024
Added 6.22%
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
5,945
shares
|
$237,740
0.11% of portfolio
|
Q2 2024
Reduced 5.51%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,550
shares
|
$221,944
0.28% of portfolio
|
Q3 2021
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
4,173
shares
|
$166,878
0.0% of portfolio
|
Q3 2024
Added 1379.79%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
4,066
shares
|
$162,599
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
3,575
shares
|
$142,964
0.11% of portfolio
|
Q1 2024
Reduced 10.06%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,142
shares
|
$125,648
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
2,850
shares
|
$113,971
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,800
shares
|
$111,972
0.01% of portfolio
|
Q3 2024
Reduced 15.15%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
1,990
shares
|
$79,580
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
1,878
shares
|
$75,101
0.05% of portfolio
|
Q3 2024
Reduced 30.98%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
1,572
shares
|
$62,864
0.04% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,555
shares
|
$62,184
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,500
shares
|
$59,985
0.0% of portfolio
|
Q3 2022
Added 200.0%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,430
shares
|
$57,185
0.02% of portfolio
|
Q1 2023
Added 16.26%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
800
shares
|
$31,992
0.01% of portfolio
|
Q3 2024
Reduced 76.64%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
734
shares
|
$29,352
0.0% of portfolio
|
Q2 2024
Added 25.68%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
473
shares
|
$18,915
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
428
shares
|
$17,115
0.01% of portfolio
|
Q3 2024
Reduced 3.6%
|