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 17.5 Million shares, which have been reported (via 13F filing form) to have a value of $672 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
136,976
shares
|
$5.27 Million
0.02% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
132,320
shares
|
$5.09 Million
1.3% of portfolio
|
Q3 2023
Added 57.66%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
129,992
shares
|
$5 Million
1.88% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Oct 02, 2024 Q3 2024 |
120,585
shares
|
$4.64 Million
3.77% of portfolio
|
Q3 2024
Added 101.56%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
120,389
shares
|
$4.63 Million
1.17% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
115,603
shares
|
$4.44 Million
0.04% of portfolio
|
Q3 2024
Added 48.4%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
114,982
shares
|
$4.42 Million
1.26% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
111,137
shares
|
$4.27 Million
0.43% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
95,754
shares
|
$3.68 Million
0.01% of portfolio
|
Q3 2024
Added 22.03%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
94,302
shares
|
$3.63 Million
0.29% of portfolio
|
Q3 2024
Added 28.54%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
93,341
shares
|
$3.59 Million
0.68% of portfolio
|
Q3 2024
Added 75.53%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
93,328
shares
|
$3.59 Million
2.22% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
90,940
shares
|
$3.5 Million
1.02% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
88,630
shares
|
$3.41 Million
2.53% of portfolio
|
Q3 2024
Added 93.55%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
84,662
shares
|
$3.26 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.47%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
81,329
shares
|
$3.13 Million
1.31% of portfolio
|
Q3 2024
Added 48.05%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
79,883
shares
|
$3.07 Million
0.74% of portfolio
|
Q3 2024
Added 11.83%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
79,598
shares
|
$3.06 Million
0.02% of portfolio
|
Q3 2024
Added 206.22%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
76,568
shares
|
$2.94 Million
0.58% of portfolio
|
Q1 2024
Reduced 6.97%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
70,547
shares
|
$2.71 Million
0.25% of portfolio
|
Q3 2024
Added 662.92%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
64,794
shares
|
$2.49 Million
0.08% of portfolio
|
Q3 2024
Added 21.56%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
64,430
shares
|
$2.48 Million
0.03% of portfolio
|
Q3 2024
Added 198.74%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
64,395
shares
|
$2.48 Million
0.03% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Nov 07, 2024 Q3 2024 |
58,106
shares
|
$2.23 Million
1.09% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
57,232
shares
|
$2.2 Million
0.14% of portfolio
|
Q4 2022
Reduced 17.33%
|