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 220 institutions that hold shares in the stock, with a total of 16 Million shares, which have been reported (via 13F filing form) to have a value of $647 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
6,831
shares
|
$276,245
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
6,831
shares
|
$276,245
0.01% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
6,562
shares
|
$265,367
0.03% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
6,496
shares
|
$262,698
0.01% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
6,300
shares
|
$254,772
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
6,142
shares
|
$248,382
0.08% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
6,132
shares
|
$247,978
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
6,125
shares
|
$247,695
0.03% of portfolio
|
Q3 2024
Added 8.83%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
6,100
shares
|
$246,684
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
5,979
shares
|
$241,790
0.03% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,826
shares
|
$235,603
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
5,801
shares
|
$234,592
0.03% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
5,390
shares
|
$217,971
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
5,371
shares
|
$217,203
0.06% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
5,358
shares
|
$216,677
0.1% of portfolio
|
Q1 2024
Reduced 23.22%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
5,285
shares
|
$213,725
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
5,249
shares
|
$212,269
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
5,117
shares
|
$206,931
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,666
shares
|
$188,693
0.0% of portfolio
|
Q1 2024
Added 43.22%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
3,912
shares
|
$158,201
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
3,511
shares
|
$141,984
0.26% of portfolio
|
Q4 2024
Reduced 48.84%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
3,422
shares
|
$138,385
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,116
shares
|
$126,011
0.05% of portfolio
|
Q1 2023
Added 11.48%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,592
shares
|
$104,820
0.01% of portfolio
|
Q4 2024
Added 13.09%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
2,000
shares
|
$80,880
0.03% of portfolio
|
Q4 2023
New holding
|