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 213 institutions that hold shares in the stock, with a total of 17.8 Million shares, which have been reported (via 13F filing form) to have a value of $697 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
15,635
shares
|
$614,924
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
15,387
shares
|
$605,170
0.04% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
15,000
shares
|
$589,950
0.01% of portfolio
|
Q4 2024
Reduced 28.67%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
14,358
shares
|
$564,700
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
13,947
shares
|
$548,535
0.11% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
13,919
shares
|
$547,434
0.16% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
13,713
shares
|
$539,332
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
13,575
shares
|
$533,904
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
13,445
shares
|
$528,791
0.29% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
13,286
shares
|
$522,538
0.02% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
12,919
shares
|
$508,104
0.01% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
12,455
shares
|
$489,855
0.31% of portfolio
|
Q2 2024
Reduced 29.61%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
12,271
shares
|
$482,618
0.02% of portfolio
|
Q4 2024
Added 64.62%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
12,247
shares
|
$481,674
0.01% of portfolio
|
Q3 2024
Added 53.86%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
11,948
shares
|
$469,914
0.37% of portfolio
|
Q3 2024
Reduced 37.74%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
11,921
shares
|
$468,852
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
11,903
shares
|
$468,144
0.02% of portfolio
|
Q4 2024
Reduced 21.28%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
11,884
shares
|
$467,397
0.09% of portfolio
|
Q4 2024
Reduced 26.4%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
11,444
shares
|
$450,092
0.01% of portfolio
|
Q4 2024
Reduced 31.96%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
11,020
shares
|
$433,416
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
10,752
shares
|
$422,876
0.02% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,418
shares
|
$409,739
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
10,300
shares
|
$405,099
0.17% of portfolio
|
Q3 2024
Added 41.1%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
10,173
shares
|
$400,104
0.0% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
10,000
shares
|
$393,300
0.1% of portfolio
|
Q3 2023
Reduced 13.04%
|