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 |
|---|---|---|---|---|---|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
34,114
shares
|
$1.33 Million
0.16% of portfolio
|
Q3 2024
Added 28.25%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
32,969
shares
|
$1.29 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
32,102
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
31,999
shares
|
$1.25 Million
0.96% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
31,776
shares
|
$1.24 Million
0.4% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
31,687
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
31,455
shares
|
$1.23 Million
0.1% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
31,188
shares
|
$1.22 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
29,790
shares
|
$1.16 Million
0.09% of portfolio
|
Q4 2024
Added 44.1%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
29,187
shares
|
$1.14 Million
0.29% of portfolio
|
Q1 2025
Reduced 24.86%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
26,986
shares
|
$1.05 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
25,807
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
24,942
shares
|
$972,738
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
24,891
shares
|
$970,749
0.02% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
23,849
shares
|
$930,111
0.06% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
23,574
shares
|
$919,386
0.01% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Apr 29, 2025 Q1 2025 |
23,065
shares
|
$899,535
0.66% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
22,659
shares
|
$883,701
0.29% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
22,575
shares
|
$880,425
0.12% of portfolio
|
Q1 2025
Reduced 27.76%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
20,756
shares
|
$809,484
0.23% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
20,486
shares
|
$798,954
0.01% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
20,476
shares
|
$798,564
0.26% of portfolio
|
Q3 2024
Added 8.22%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
19,990
shares
|
$779,610
0.03% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
19,572
shares
|
$763,308
0.01% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
19,389
shares
|
$756,171
0.0% of portfolio
|
Q3 2024
New holding
|