Institutional Ownership Innovator U.S. Equity Power Bu (PFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PFEB). We have compiled data on the 205 institutions that hold shares in the stock, with a total of 14.5 Million shares, which have been reported (via 13F filing form) to have a value of $518 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
259
shares
|
$9,243
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
187
shares
|
$6,674
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
169
shares
|
$6,031
0.0% of portfolio
|
Q4 2024
Reduced 51.71%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
120
shares
|
$4,282
0.0% of portfolio
|
Q2 2024
Reduced 66.57%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
115
shares
|
$4,104
0.0% of portfolio
|
Q1 2025
Reduced 54.0%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
78
shares
|
$2,783
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|