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 $674 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
20,993
shares
|
$808,860
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
20,673
shares
|
$796,530
0.06% of portfolio
|
Q3 2024
Added 91.06%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
20,600
shares
|
$793,718
0.34% of portfolio
|
Q1 2024
Reduced 17.9%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
20,540
shares
|
$791,406
0.32% of portfolio
|
Q1 2024
Reduced 9.07%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
20,476
shares
|
$788,940
0.29% of portfolio
|
Q3 2024
Added 8.22%
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
20,159
shares
|
$776,726
0.28% of portfolio
|
Q3 2024
Added 48.47%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
19,854
shares
|
$764,974
0.26% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
19,694
shares
|
$758,809
0.05% of portfolio
|
Q3 2024
Reduced 13.49%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
19,389
shares
|
$747,058
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
19,236
shares
|
$741,163
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
19,104
shares
|
$736,077
0.02% of portfolio
|
Q3 2024
Added 13.55%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
17,955
shares
|
$691,806
0.5% of portfolio
|
Q3 2024
Added 18.05%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
17,664
shares
|
$680,593
0.09% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
17,578
shares
|
$677,280
0.03% of portfolio
|
Q1 2024
Reduced 4.64%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
17,443
shares
|
$672,078
0.15% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
17,440
shares
|
$671,963
0.31% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
17,379
shares
|
$669,612
0.13% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,051
shares
|
$656,975
0.0% of portfolio
|
Q3 2024
Added 91.0%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
16,904
shares
|
$651,311
0.06% of portfolio
|
Q3 2024
Reduced 93.97%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
16,875
shares
|
$650,193
0.0% of portfolio
|
Q3 2023
Reduced 92.74%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
16,819
shares
|
$648,036
0.01% of portfolio
|
Q3 2024
Added 119.05%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
16,147
shares
|
$622,143
0.12% of portfolio
|
Q3 2024
Added 46.64%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
16,115
shares
|
$620,910
0.38% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,639
shares
|
$602,570
0.0% of portfolio
|
Q3 2024
Reduced 75.21%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
15,214
shares
|
$586,195
0.05% of portfolio
|
Q3 2024
Added 16.05%
|