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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
56,237
shares
|
$2.16 Million
0.01% of portfolio
|
Q3 2024
Added 44.13%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
55,747
shares
|
$2.14 Million
1.44% of portfolio
|
Q3 2024
Added 78.09%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
55,481
shares
|
$2.13 Million
0.26% of portfolio
|
Q2 2024
Reduced 14.54%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
54,531
shares
|
$2.1 Million
1.05% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
First City Capital Management, Inc.
|
Nov 07, 2024 Q3 2024 |
52,170
shares
|
$2.01 Million
1.02% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
51,252
shares
|
$1.97 Million
0.86% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
50,780
shares
|
$1.95 Million
0.05% of portfolio
|
Q3 2024
Reduced 12.55%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
48,715
shares
|
$1.87 Million
0.03% of portfolio
|
Q3 2024
Added 18.25%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Oct 01, 2024 Q2 2024 |
48,683
shares
|
$1.87 Million
0.64% of portfolio
|
Q2 2024
Reduced 5.25%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
47,944
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2024
Added 19.29%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
46,974
shares
|
$1.81 Million
0.02% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
46,885
shares
|
$1.8 Million
0.49% of portfolio
|
Q3 2024
Reduced 29.5%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
45,517
shares
|
$1.75 Million
0.22% of portfolio
|
Q2 2023
Reduced 5.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
45,112
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 29.3%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
41,735
shares
|
$1.6 Million
0.39% of portfolio
|
Q3 2024
Added 41.6%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
39,401
shares
|
$1.51 Million
0.21% of portfolio
|
Q3 2024
Added 10.59%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
39,348
shares
|
$1.51 Million
0.44% of portfolio
|
Q3 2024
Reduced 28.79%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
38,955
shares
|
$1.5 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
38,110
shares
|
$1.47 Million
0.19% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
37,780
shares
|
$1.45 Million
0.33% of portfolio
|
Q2 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
37,681
shares
|
$1.45 Million
0.77% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
36,681
shares
|
$1.41 Million
0.11% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
36,070
shares
|
$1.39 Million
1.01% of portfolio
|
Q2 2024
Reduced 4.09%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
35,436
shares
|
$1.36 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
34,114
shares
|
$1.31 Million
0.16% of portfolio
|
Q3 2024
Added 28.25%
|