Institutional Ownership Innovator U.S. Equity Power Bu (POCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (POCT). We have compiled data on the 231 institutions that hold shares in the stock, with a total of 16.5 Million shares, which have been reported (via 13F filing form) to have a value of $682 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
107
shares
|
$4,415
0.0% of portfolio
|
Q1 2023
Reduced 96.73%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
105
shares
|
$4,333
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
54
shares
|
$2,228
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
21
shares
|
$866
0.0% of portfolio
|
Q1 2025
Reduced 71.23%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
17
shares
|
$701
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|