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 |
|---|---|---|---|---|---|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
19,236
shares
|
$750,204
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
19,104
shares
|
$745,056
0.02% of portfolio
|
Q3 2024
Added 13.55%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
18,974
shares
|
$739,986
0.05% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
18,922
shares
|
$737,958
0.02% of portfolio
|
Q1 2025
Reduced 54.6%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
18,532
shares
|
$722,748
0.23% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
18,101
shares
|
$705,939
0.02% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
17,970
shares
|
$700,830
0.27% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
17,955
shares
|
$700,245
0.57% of portfolio
|
Q3 2024
Added 18.05%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
May 07, 2025 Q1 2025 |
17,683
shares
|
$689,637
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
17,143
shares
|
$668,577
0.13% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
17,105
shares
|
$667,095
0.04% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,051
shares
|
$664,989
0.0% of portfolio
|
Q3 2024
Added 91.0%
|
|
|
Cypress Financial Planning LLC
|
Apr 09, 2025 Q1 2025 |
16,999
shares
|
$662,961
0.23% of portfolio
|
Q1 2025
Reduced 14.46%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
16,875
shares
|
$658,125
0.0% of portfolio
|
Q3 2023
Reduced 92.74%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
16,151
shares
|
$629,889
0.02% of portfolio
|
Q1 2025
Reduced 45.1%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
15,995
shares
|
$623,805
0.06% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
15,876
shares
|
$619,164
0.13% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
15,577
shares
|
$607,503
0.64% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
15,494
shares
|
$604,266
0.09% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
15,384
shares
|
$599,976
0.04% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
14,358
shares
|
$559,962
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
13,947
shares
|
$543,933
0.11% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
13,747
shares
|
$536,133
0.31% of portfolio
|
Q1 2025
Reduced 12.3%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
13,581
shares
|
$529,659
0.28% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
13,575
shares
|
$529,425
0.0% of portfolio
|
Q3 2024
New holding
|