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 180 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $475 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
25,898
shares
|
$1.03 Million
0.5% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
24,839
shares
|
$984,617
0.41% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
23,820
shares
|
$944,224
0.07% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
23,754
shares
|
$941,608
0.04% of portfolio
|
Q3 2024
Reduced 8.86%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
23,064
shares
|
$914,256
0.06% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
22,698
shares
|
$899,748
0.88% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
22,609
shares
|
$896,220
0.01% of portfolio
|
Q3 2024
Added 28.83%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
21,529
shares
|
$853,409
0.01% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
21,468
shares
|
$850,991
0.17% of portfolio
|
Q2 2024
Reduced 9.87%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
21,243
shares
|
$842,072
0.17% of portfolio
|
Q2 2024
Reduced 42.18%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
21,147
shares
|
$838,267
0.12% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
20,917
shares
|
$829,149
0.01% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
20,882
shares
|
$827,762
0.28% of portfolio
|
Q2 2024
Reduced 58.67%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
19,585
shares
|
$776,349
0.28% of portfolio
|
Q3 2024
Reduced 36.35%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
19,492
shares
|
$772,662
0.03% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
19,180
shares
|
$760,295
0.15% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
18,490
shares
|
$732,943
0.06% of portfolio
|
Q4 2023
Added 14.62%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
18,249
shares
|
$723,390
0.03% of portfolio
|
Q2 2024
Reduced 56.74%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,983
shares
|
$712,846
0.0% of portfolio
|
Q3 2024
Reduced 49.9%
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
17,430
shares
|
$690,925
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
17,373
shares
|
$688,665
0.06% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
16,733
shares
|
$663,296
0.05% of portfolio
|
Q3 2024
Added 18.15%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
15,958
shares
|
$632,575
0.47% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
14,930
shares
|
$591,825
0.03% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
14,779
shares
|
$585,839
0.0% of portfolio
|
Q3 2024
New holding
|