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 |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
9,585
shares
|
$376,978
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
9,466
shares
|
$372,297
0.05% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
9,432
shares
|
$370,960
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
9,270
shares
|
$364,589
0.11% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Mitchell Capital Management CO
|
Feb 05, 2025 Q4 2024 |
9,200
shares
|
$361,836
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
9,102
shares
|
$357,981
0.01% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
8,911
shares
|
$350,469
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
8,296
shares
|
$326,281
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
8,268
shares
|
$325,180
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Parker Financial LLC
Silverdale, WA |
Jan 31, 2025 Q4 2024 |
8,153
shares
|
$320,657
0.15% of portfolio
|
Q4 2024
Reduced 13.84%
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
7,940
shares
|
$312,280
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
7,816
shares
|
$307,403
0.04% of portfolio
|
Q4 2024
Reduced 14.63%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
7,763
shares
|
$305,318
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
7,755
shares
|
$305,004
0.04% of portfolio
|
Q3 2024
Reduced 24.16%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
7,653
shares
|
$300,992
0.03% of portfolio
|
Q4 2024
Added 20.41%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
7,629
shares
|
$300,048
0.0% of portfolio
|
Q4 2024
Added 29.24%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
7,581
shares
|
$298,160
0.01% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
7,506
shares
|
$295,210
0.02% of portfolio
|
Q3 2024
Reduced 66.9%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
7,416
shares
|
$291,671
0.02% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
7,371
shares
|
$289,901
0.09% of portfolio
|
Q3 2024
Added 10.36%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
7,155
shares
|
$281,406
0.09% of portfolio
|
Q2 2024
Reduced 78.96%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
7,079
shares
|
$278,417
0.02% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
7,078
shares
|
$278,377
0.1% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
6,825
shares
|
$268,427
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
6,663
shares
|
$262,055
0.05% of portfolio
|
Q3 2023
Reduced 2.35%
|