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 184 institutions that hold shares in the stock, with a total of 14.2 Million shares, which have been reported (via 13F filing form) to have a value of $538 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Chris Bulman Inc
Roseville, CA |
Aug 06, 2024 Q2 2024 |
31,303
shares
|
$1.18 Million
0.78% of portfolio
|
Q2 2024
New holding
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
31,188
shares
|
$1.18 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
30,641
shares
|
$1.16 Million
0.05% of portfolio
|
Q4 2022
Added 0.84%
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 13, 2024 Q2 2024 |
29,473
shares
|
$1.11 Million
0.29% of portfolio
|
Q2 2024
Added 7.26%
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2024 Q2 2024 |
28,777
shares
|
$1.09 Million
1.09% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
City Holding CO
|
Jul 12, 2024 Q2 2024 |
27,717
shares
|
$1.05 Million
0.16% of portfolio
|
Q2 2024
Reduced 6.97%
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 25, 2024 Q2 2024 |
26,780
shares
|
$1.01 Million
0.83% of portfolio
|
Q1 2024
Reduced 3.89%
|
|
Wealth Alliance
Mellville, NY |
Aug 09, 2024 Q2 2024 |
26,600
shares
|
$1.01 Million
0.13% of portfolio
|
Q1 2024
Reduced 26.45%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
25,994
shares
|
$982,313
0.01% of portfolio
|
Q2 2024
Reduced 86.6%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
24,730
shares
|
$934,546
0.03% of portfolio
|
Q2 2024
Reduced 3.91%
|
|
Weaver Consulting Group
|
Jul 12, 2024 Q2 2024 |
23,543
shares
|
$889,689
0.33% of portfolio
|
Q2 2024
Reduced 6.24%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
23,041
shares
|
$870,719
0.01% of portfolio
|
Q2 2024
Reduced 90.99%
|
|
Retirement Planning Group
|
Jul 12, 2024 Q2 2024 |
22,766
shares
|
$860,327
0.06% of portfolio
|
Q1 2024
Reduced 8.38%
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
22,679
shares
|
$857,039
0.06% of portfolio
|
Q2 2024
Reduced 6.72%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
21,700
shares
|
$820,043
0.02% of portfolio
|
Q1 2023
Reduced 5.24%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
21,567
shares
|
$815,016
0.01% of portfolio
|
Q2 2024
Reduced 72.31%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
21,054
shares
|
$795,630
0.04% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
Castle Rock Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
20,988
shares
|
$793,136
0.2% of portfolio
|
Q2 2024
Reduced 0.26%
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 05, 2024 Q2 2024 |
20,600
shares
|
$778,474
0.4% of portfolio
|
Q1 2024
Reduced 17.9%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 14, 2024 Q2 2024 |
20,540
shares
|
$776,206
0.34% of portfolio
|
Q1 2024
Reduced 9.07%
|
|
Outlook Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
19,994
shares
|
$755,573
0.26% of portfolio
|
Q2 2024
Reduced 11.15%
|
|
Pillar Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
19,380
shares
|
$732,370
1.05% of portfolio
|
Q2 2024
Reduced 35.83%
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Aug 14, 2024 Q2 2024 |
19,190
shares
|
$725,190
0.7% of portfolio
|
Q2 2024
Reduced 4.14%
|
|
Beacon Financial Advisory LLC
|
Jul 26, 2024 Q2 2024 |
18,920
shares
|
$714,986
0.28% of portfolio
|
Q1 2024
Reduced 1.91%
|
|
Altfest L J & CO Inc
|
Aug 07, 2024 Q2 2024 |
18,708
shares
|
$706,975
0.09% of portfolio
|
Q2 2024
Reduced 4.16%
|