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 208 institutions that hold shares in the stock, with a total of 17.9 Million shares, which have been reported (via 13F filing form) to have a value of $657 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
38,177
shares
|
$1.4 Million
0.61% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
37,720
shares
|
$1.38 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
37,318
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.73%
|
|
|
Bullseye Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
36,293
shares
|
$1.33 Million
1.91% of portfolio
|
Q3 2024
Reduced 51.03%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
35,624
shares
|
$1.31 Million
0.05% of portfolio
|
Q3 2024
Added 58.19%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
32,791
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
32,320
shares
|
$1.18 Million
0.09% of portfolio
|
Q2 2024
Added 12.58%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
32,304
shares
|
$1.18 Million
0.09% of portfolio
|
Q3 2024
Added 205.22%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
31,947
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
30,354
shares
|
$1.11 Million
0.22% of portfolio
|
Q2 2024
Added 10.91%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
30,286
shares
|
$1.11 Million
0.14% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
29,849
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2024
Added 37.97%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
29,660
shares
|
$1.09 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
29,301
shares
|
$1.07 Million
0.14% of portfolio
|
Q2 2023
Added 163.97%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
27,937
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 81.19%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
26,716
shares
|
$978,874
0.19% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
26,527
shares
|
$971,949
0.01% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
26,263
shares
|
$962,276
0.94% of portfolio
|
Q3 2024
Reduced 17.85%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
26,245
shares
|
$961,616
0.33% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
26,115
shares
|
$956,853
0.41% of portfolio
|
Q2 2023
Added 10.01%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
25,839
shares
|
$946,740
0.39% of portfolio
|
Q2 2022
Added 76.09%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
23,919
shares
|
$876,392
0.17% of portfolio
|
Q2 2024
Reduced 14.49%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
23,410
shares
|
$857,742
0.4% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
23,250
shares
|
$851,880
0.29% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
22,358
shares
|
$819,197
0.1% of portfolio
|
Q3 2024
Reduced 0.94%
|