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 |
|---|---|---|---|---|---|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
58,106
shares
|
$2.27 Million
1.08% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
58,027
shares
|
$2.26 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
57,232
shares
|
$2.23 Million
0.14% of portfolio
|
Q4 2022
Reduced 17.33%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
55,481
shares
|
$2.16 Million
0.25% of portfolio
|
Q2 2024
Reduced 14.54%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
53,898
shares
|
$2.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
51,793
shares
|
$2.02 Million
0.49% of portfolio
|
Q1 2025
Added 14.46%
|
|
|
First City Capital Management, Inc.
|
Apr 11, 2025 Q1 2025 |
51,438
shares
|
$2.01 Million
1.18% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
49,625
shares
|
$1.94 Million
0.85% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
48,700
shares
|
$1.9 Million
1.16% of portfolio
|
Q1 2025
Reduced 13.71%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
47,288
shares
|
$1.84 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
May 09, 2025 Q1 2025 |
46,480
shares
|
$1.81 Million
1.68% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
46,320
shares
|
$1.81 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
John W. Brooker & Co., Cp As
|
Apr 30, 2025 Q1 2025 |
46,008
shares
|
$1.79 Million
0.85% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
45,517
shares
|
$1.78 Million
0.22% of portfolio
|
Q2 2023
Reduced 5.01%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
42,631
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
40,975
shares
|
$1.6 Million
0.04% of portfolio
|
Q1 2025
Added 12.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
40,462
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Reduced 36.82%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
39,610
shares
|
$1.54 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
38,050
shares
|
$1.48 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
37,854
shares
|
$1.48 Million
0.45% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
37,780
shares
|
$1.47 Million
0.3% of portfolio
|
Q2 2024
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
36,405
shares
|
$1.42 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Clay Northam Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
36,360
shares
|
$1.42 Million
0.98% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
35,436
shares
|
$1.38 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
35,065
shares
|
$1.37 Million
0.03% of portfolio
|
Q1 2025
Reduced 24.78%
|