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 |
|---|---|---|---|---|---|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
5,586
shares
|
$217,854
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
4,670
shares
|
$182,130
0.01% of portfolio
|
Q1 2025
Added 16.75%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
4,445
shares
|
$173,355
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4,332
shares
|
$168,948
0.07% of portfolio
|
Q1 2023
Added 928.98%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
3,850
shares
|
$150,150
0.02% of portfolio
|
Q1 2025
Added 1000.0%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
3,484
shares
|
$135,876
0.0% of portfolio
|
Q1 2025
Added 1591.26%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
3,463
shares
|
$135,057
0.17% of portfolio
|
Q1 2025
Added 82.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,238
shares
|
$126,282
0.0% of portfolio
|
Q1 2025
Added 488.73%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
3,120
shares
|
$121,680
0.01% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
2,672
shares
|
$104,208
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
2,000
shares
|
$78,000
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,831
shares
|
$71,409
0.0% of portfolio
|
Q1 2025
Added 22.8%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,745
shares
|
$68,055
0.0% of portfolio
|
Q2 2024
Reduced 41.4%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,685
shares
|
$65,715
0.0% of portfolio
|
Q1 2024
Reduced 27.06%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,632
shares
|
$63,648
0.01% of portfolio
|
Q3 2023
Reduced 11.4%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,611
shares
|
$62,829
0.0% of portfolio
|
Q1 2025
Reduced 12.06%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
May 07, 2025 Q1 2025 |
1,546
shares
|
$60,294
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
1,408
shares
|
$54,912
0.03% of portfolio
|
Q1 2025
Reduced 62.72%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,375
shares
|
$53,625
0.0% of portfolio
|
Q3 2024
Reduced 73.42%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,043
shares
|
$40,677
0.02% of portfolio
|
Q1 2025
Added 293.58%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
701
shares
|
$27,339
0.01% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
500
shares
|
$19,500
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
350
shares
|
$13,650
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
159
shares
|
$6,201
0.0% of portfolio
|
Q1 2025
Reduced 96.94%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
92
shares
|
$3,588
0.0% of portfolio
|
Q1 2025
Reduced 55.98%
|