Institutional Ownership Innovator U.S. Equity Power Bu (PAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PAPR). We have compiled data on the 217 institutions that hold shares in the stock, with a total of 21.4 Million shares, which have been reported (via 13F filing form) to have a value of $768 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ascent Wealth Partners, LLC
New Hartford, NY |
Jul 31, 2024 Q2 2024 |
49,612
shares
|
$1.78 Million
0.25% of portfolio
|
Q2 2024
New holding
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
48,749
shares
|
$1.75 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
47,332
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
47,324
shares
|
$1.7 Million
0.16% of portfolio
|
Q2 2024
Added 172.09%
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 08, 2024 Q2 2024 |
46,673
shares
|
$1.67 Million
0.39% of portfolio
|
Q2 2024
Added 7.67%
|
|
City Holding CO
|
Jul 12, 2024 Q2 2024 |
46,422
shares
|
$1.66 Million
0.25% of portfolio
|
Q2 2024
Added 8.72%
|
|
Weaver Capital Management LLC
Suwanee, GA |
Aug 02, 2024 Q2 2024 |
44,819
shares
|
$1.61 Million
0.5% of portfolio
|
Q2 2024
Added 38.99%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
44,818
shares
|
$1.61 Million
0.01% of portfolio
|
Q2 2024
Reduced 29.64%
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 13, 2024 Q2 2024 |
44,135
shares
|
$1.58 Million
0.7% of portfolio
|
Q2 2024
Added 17.36%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
39,115
shares
|
$1.4 Million
0.2% of portfolio
|
Q2 2024
Added 7.5%
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
38,228
shares
|
$1.37 Million
0.62% of portfolio
|
Q2 2024
Added 10.78%
|
|
John W. Brooker & Co., Cp As
|
Jul 11, 2024 Q2 2024 |
37,750
shares
|
$1.35 Million
0.71% of portfolio
|
Q1 2024
Reduced 1.13%
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
33,752
shares
|
$1.21 Million
0.15% of portfolio
|
Q1 2024
New holding
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
32,791
shares
|
$1.18 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
Cornerstone Wealth Group, LLC
|
Jul 24, 2024 Q2 2024 |
32,320
shares
|
$1.16 Million
0.09% of portfolio
|
Q2 2024
Added 12.58%
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2024 Q2 2024 |
31,971
shares
|
$1.15 Million
1.15% of portfolio
|
Q2 2024
Added 31.32%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
31,947
shares
|
$1.14 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
Evermay Wealth Management LLC
Arlington, VA |
Aug 01, 2024 Q2 2024 |
31,830
shares
|
$1.14 Million
0.18% of portfolio
|
Q2 2024
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
31,780
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sugarloaf Wealth Management, LLC
|
Jul 08, 2024 Q2 2024 |
30,354
shares
|
$1.09 Million
0.23% of portfolio
|
Q2 2024
Added 10.91%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
29,301
shares
|
$1.05 Million
0.14% of portfolio
|
Q2 2023
Added 163.97%
|
|
Outlook Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
27,434
shares
|
$983,234
0.34% of portfolio
|
Q2 2024
Reduced 78.77%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
27,034
shares
|
$968,898
0.01% of portfolio
|
Q2 2024
Added 12.9%
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
26,897
shares
|
$963,988
0.2% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 05, 2024 Q2 2024 |
26,115
shares
|
$935,961
0.49% of portfolio
|
Q2 2023
Added 10.01%
|