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 189 institutions that hold shares in the stock, with a total of 18.4 Million shares, which have been reported (via 13F filing form) to have a value of $675 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Compass Advisory Group LLC
|
Apr 30, 2024 Q1 2024 |
7,940
shares
|
$290,604
0.19% of portfolio
|
Q4 2023
New holding
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2024 Q1 2024 |
7,816
shares
|
$286,065
0.04% of portfolio
|
Q3 2023
Added 4.69%
|
|
Nikulski Financial, Inc.
|
Apr 18, 2024 Q1 2024 |
7,540
shares
|
$275,964
0.09% of portfolio
|
Q3 2023
Reduced 8.33%
|
|
Sound View Wealth Advisors Group, LLC
|
May 09, 2024 Q1 2024 |
7,291
shares
|
$266,850
0.03% of portfolio
|
Q1 2024
Reduced 42.32%
|
|
Sugarloaf Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
7,083
shares
|
$259,237
0.06% of portfolio
|
Q1 2024
Reduced 6.19%
|
|
Coldstream Capital Management Inc
|
May 13, 2024 Q1 2024 |
6,935
shares
|
$253,821
0.01% of portfolio
|
Q1 2024
Reduced 66.25%
|
|
Silver Oak Securities, Inc
Jackson, TN |
May 10, 2024 Q1 2024 |
6,934
shares
|
$253,784
0.04% of portfolio
|
Q1 2024
Reduced 33.65%
|
|
Pfg Advisors
|
May 06, 2024 Q1 2024 |
6,787
shares
|
$248,404
0.02% of portfolio
|
Q1 2024
Reduced 2.89%
|
|
Lion Street Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
6,679
shares
|
$244,451
0.09% of portfolio
|
Q3 2023
New holding
|
|
Cypress Wealth Services, LLC
|
Apr 15, 2024 Q1 2024 |
6,663
shares
|
$243,865
0.06% of portfolio
|
Q3 2023
Reduced 2.35%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 14, 2024 Q1 2024 |
6,554
shares
|
$239,876
0.23% of portfolio
|
Q1 2024
Reduced 12.71%
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
6,400
shares
|
$234,240
0.09% of portfolio
|
Q2 2023
New holding
|
|
Castle Wealth Management LLC
|
Apr 29, 2024 Q1 2024 |
6,321
shares
|
$231,348
0.13% of portfolio
|
Q1 2024
Reduced 64.03%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
6,294
shares
|
$230,360
0.01% of portfolio
|
Q4 2023
New holding
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Apr 12, 2024 Q1 2024 |
6,131
shares
|
$224,394
0.03% of portfolio
|
Q1 2024
Added 0.03%
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
4,650
shares
|
$170,190
0.02% of portfolio
|
Q3 2023
Added 30.99%
|
|
Clear Point Advisors Inc.
Melville, NY |
May 15, 2024 Q1 2024 |
4,550
shares
|
$166,530
0.13% of portfolio
|
Q4 2023
New holding
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4,332
shares
|
$158,551
0.07% of portfolio
|
Q1 2023
Added 928.98%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
4,050
shares
|
$148,230
0.0% of portfolio
|
Q3 2022
Reduced 19.8%
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
4,000
shares
|
$146,400
0.01% of portfolio
|
Q3 2023
New holding
|
|
Integrity Financial Corp
|
May 02, 2024 Q1 2024 |
3,801
shares
|
$139,116
0.1% of portfolio
|
Q4 2023
Added 3.43%
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
2,978
shares
|
$108,994
0.01% of portfolio
|
Q1 2024
New holding
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 23, 2024 Q1 2024 |
2,000
shares
|
$73,200
0.03% of portfolio
|
Q4 2023
New holding
|
|
Optimum Investment Advisors
|
Apr 11, 2024 Q1 2024 |
2,000
shares
|
$73,200
0.03% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
1,685
shares
|
$61,671
0.01% of portfolio
|
Q1 2024
Reduced 27.06%
|