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 216 institutions that hold shares in the stock, with a total of 17.6 Million shares, which have been reported (via 13F filing form) to have a value of $669 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
36,465
shares
|
$1.38 Million
0.04% of portfolio
|
Q4 2024
Reduced 43.72%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
35,805
shares
|
$1.36 Million
0.01% of portfolio
|
Q4 2024
Added 317.21%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
35,436
shares
|
$1.35 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
34,282
shares
|
$1.3 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
34,114
shares
|
$1.29 Million
0.16% of portfolio
|
Q3 2024
Added 28.25%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
33,031
shares
|
$1.25 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
32,263
shares
|
$1.22 Million
0.03% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
32,102
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
32,095
shares
|
$1.22 Million
1.49% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
31,776
shares
|
$1.21 Million
0.42% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
31,248
shares
|
$1.19 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
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
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
29,790
shares
|
$1.13 Million
0.09% of portfolio
|
Q4 2024
Added 44.1%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
29,420
shares
|
$1.12 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
27,422
shares
|
$1.04 Million
0.04% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
27,121
shares
|
$1.03 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
26,459
shares
|
$1 Million
0.02% of portfolio
|
Q4 2024
Reduced 14.81%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
25,593
shares
|
$971,510
0.1% of portfolio
|
Q3 2024
Added 287.24%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
23,979
shares
|
$910,242
0.01% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
23,874
shares
|
$906,257
0.06% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
23,550
shares
|
$893,958
0.31% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Feb 05, 2025 Q4 2024 |
23,065
shares
|
$875,547
0.68% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
21,817
shares
|
$828,173
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
21,637
shares
|
$821,340
0.01% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
21,470
shares
|
$815,001
0.13% of portfolio
|
Q3 2024
Added 15.62%
|