Institutional Ownership Innovator U.S. Equity Power Bu (PAUG)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PAUG). We have compiled data on the 204 institutions that hold shares in the stock, with a total of 15.8 Million shares, which have been reported (via 13F filing form) to have a value of $616 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
130,008
shares
|
$5.07 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
128,339
shares
|
$5.01 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
126,591
shares
|
$4.94 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.52%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Apr 10, 2025 Q1 2025 |
121,976
shares
|
$4.76 Million
3.58% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
118,939
shares
|
$4.64 Million
1.22% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
110,155
shares
|
$4.3 Million
1.58% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
104,082
shares
|
$4.06 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
89,298
shares
|
$3.48 Million
0.86% of portfolio
|
Q1 2025
Reduced 20.33%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
88,429
shares
|
$3.45 Million
0.07% of portfolio
|
Q1 2025
Reduced 37.92%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
85,954
shares
|
$3.35 Million
0.6% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
May 01, 2025 Q1 2025 |
83,582
shares
|
$3.26 Million
2.87% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
82,852
shares
|
$3.23 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
81,349
shares
|
$3.17 Million
0.9% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
77,400
shares
|
$3.02 Million
0.68% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
77,192
shares
|
$3.01 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
76,568
shares
|
$2.99 Million
0.55% of portfolio
|
Q1 2024
Reduced 6.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
74,754
shares
|
$2.92 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
73,435
shares
|
$2.86 Million
1.86% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
72,579
shares
|
$2.83 Million
0.21% of portfolio
|
Q1 2025
Reduced 17.94%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
70,564
shares
|
$2.75 Million
0.01% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
68,723
shares
|
$2.68 Million
0.67% of portfolio
|
Q1 2025
Reduced 15.42%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
64,569
shares
|
$2.52 Million
0.53% of portfolio
|
Q1 2025
Reduced 69.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
63,820
shares
|
$2.49 Million
0.01% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
63,664
shares
|
$2.48 Million
0.23% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
59,905
shares
|
$2.34 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.74%
|