Institutional Ownership Innovator U.S. Equity Power Bu (PMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PMAR). We have compiled data on the 177 institutions that hold shares in the stock, with a total of 14.8 Million shares, which have been reported (via 13F filing form) to have a value of $565 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kfg Wealth Management, LLC
Granger, IN |
Apr 19, 2024 Q1 2024 |
107,887
shares
|
$4.11 Million
1.79% of portfolio
|
Q1 2024
Added 89.09%
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 02, 2024 Q1 2024 |
97,374
shares
|
$3.71 Million
1.55% of portfolio
|
Q1 2024
New holding
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
95,653
shares
|
$3.65 Million
0.01% of portfolio
|
Q1 2024
Added 133.74%
|
|
Wp Wealth LLP
Fort Worth, TX |
May 16, 2024 Q1 2024 |
92,090
shares
|
$3.51 Million
0.88% of portfolio
|
Q1 2024
Added 14.8%
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 13, 2024 Q1 2024 |
91,441
shares
|
$3.49 Million
1.39% of portfolio
|
Q1 2024
Added 306.84%
|
|
Outlook Wealth Advisors, LLC
|
Apr 22, 2024 Q1 2024 |
90,543
shares
|
$3.45 Million
1.17% of portfolio
|
Q1 2024
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 12, 2024 Q4 2023 |
90,122
shares
|
$3.44 Million
0.21% of portfolio
|
Q4 2023
Added 1.77%
|
|
Belpointe Asset Management LLC
|
May 08, 2024 Q1 2024 |
90,091
shares
|
$3.43 Million
0.27% of portfolio
|
Q1 2024
New holding
|
|
Wealth Alliance
Mellville, NY |
May 10, 2024 Q1 2024 |
89,860
shares
|
$3.43 Million
0.44% of portfolio
|
Q1 2024
Added 4.75%
|
|
Bellwether Advisors, LLC
|
May 06, 2024 Q1 2024 |
88,476
shares
|
$3.37 Million
0.74% of portfolio
|
Q1 2024
Added 129.77%
|
|
Advisory Alpha, LLC
|
May 06, 2024 Q1 2024 |
84,590
shares
|
$3.22 Million
0.13% of portfolio
|
Q1 2024
Added 334.57%
|
|
Diligent Investors, LLC
|
May 03, 2024 Q1 2024 |
81,827
shares
|
$3.12 Million
0.82% of portfolio
|
Q1 2024
Added 708.97%
|
|
Bcs Wealth Management
|
Apr 10, 2024 Q1 2024 |
81,254
shares
|
$3.1 Million
0.96% of portfolio
|
Q1 2024
Added 16.99%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
73,577
shares
|
$2.8 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
72,757
shares
|
$2.77 Million
0.01% of portfolio
|
Q1 2024
Added 26.16%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
71,340
shares
|
$2.72 Million
0.01% of portfolio
|
Q1 2024
Added 275.95%
|
|
City Holding CO
|
Apr 11, 2024 Q1 2024 |
68,303
shares
|
$2.6 Million
0.39% of portfolio
|
Q1 2024
Reduced 0.86%
|
|
Atticus Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
67,205
shares
|
$2.56 Million
0.91% of portfolio
|
Q1 2024
Added 3.55%
|
|
Keystone Wealth Services, LLC
|
Apr 12, 2024 Q1 2024 |
61,957
shares
|
$2.36 Million
0.8% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
Catalina Capital Group, LLC
Torrance, CA |
May 03, 2024 Q1 2024 |
57,325
shares
|
$2.19 Million
0.88% of portfolio
|
Q1 2024
New holding
|
|
Gill Capital Partners, LLC
Denver, CO |
May 06, 2024 Q1 2024 |
56,786
shares
|
$2.16 Million
0.87% of portfolio
|
Q1 2024
Reduced 28.67%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
56,497
shares
|
$2.15 Million
0.0% of portfolio
|
Q1 2024
Added 114.7%
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 29, 2024 Q1 2024 |
56,407
shares
|
$2.15 Million
1.55% of portfolio
|
Q1 2024
New holding
|
|
Valmark Advisers, Inc.
|
May 03, 2024 Q1 2024 |
54,759
shares
|
$2.09 Million
0.04% of portfolio
|
Q2 2023
Added 14.33%
|
|
Cypress Wealth Services, LLC
|
Apr 15, 2024 Q1 2024 |
53,598
shares
|
$2.04 Million
0.47% of portfolio
|
Q1 2024
Added 228.56%
|