Institutional Ownership Innovator U.S. Equity Power Bu (PDEC)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PDEC). We have compiled data on the 225 institutions that hold shares in the stock, with a total of 22.9 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
3,500
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
3,103
shares
|
$0
0.01% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
3,037
shares
|
$0
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,969
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 31.96%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,932
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 17.89%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
2,500
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
2,360
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 17.48%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
2,206
shares
|
$0
0.11% of portfolio
|
Q4 2024
Reduced 46.34%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,985
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
1,980
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
1,968
shares
|
$0
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,805
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 69.76%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
1,767
shares
|
$0
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,500
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
1,100
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
750
shares
|
$0
0.02% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
513
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.88%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
350
shares
|
$0
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
330
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
326
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
300
shares
|
$0
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
292
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
153
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
27
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 99.58%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|