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 |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
14,649
shares
|
$580,686
0.05% of portfolio
|
Q3 2024
Added 13.24%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
14,361
shares
|
$569,270
0.02% of portfolio
|
Q3 2024
Added 22.06%
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
13,299
shares
|
$527,172
0.19% of portfolio
|
Q3 2024
Reduced 28.26%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
13,037
shares
|
$516,786
0.03% of portfolio
|
Q2 2024
Reduced 24.52%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
13,025
shares
|
$516,311
0.33% of portfolio
|
Q2 2024
Reduced 6.46%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
12,898
shares
|
$511,276
0.05% of portfolio
|
Q3 2024
Added 17.14%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
12,787
shares
|
$506,876
0.28% of portfolio
|
Q4 2023
Added 6.01%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
12,476
shares
|
$494,548
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
12,169
shares
|
$482,379
0.02% of portfolio
|
Q3 2024
Added 59.05%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
12,075
shares
|
$478,653
0.14% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 07, 2024 Q3 2024 |
11,809
shares
|
$468,108
0.51% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
11,650
shares
|
$461,806
0.06% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
11,432
shares
|
$453,164
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
11,324
shares
|
$448,883
0.03% of portfolio
|
Q2 2024
Reduced 3.67%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
11,279
shares
|
$447,099
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
11,224
shares
|
$444,919
0.17% of portfolio
|
Q1 2023
Reduced 5.51%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
10,849
shares
|
$430,054
0.08% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
10,535
shares
|
$417,607
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
10,406
shares
|
$412,493
0.04% of portfolio
|
Q3 2024
Added 16.91%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
10,199
shares
|
$404,288
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
9,883
shares
|
$391,762
0.01% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
9,814
shares
|
$389,026
0.15% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,845
shares
|
$350,615
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
8,718
shares
|
$345,581
0.12% of portfolio
|
Q2 2024
Reduced 4.91%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
8,530
shares
|
$338,129
0.04% of portfolio
|
Q2 2024
New holding
|