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 182 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $460 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
47,282
shares
|
$1.92 Million
0.55% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
44,786
shares
|
$1.81 Million
1.33% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
44,329
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
42,565
shares
|
$1.72 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
41,011
shares
|
$1.66 Million
0.35% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
39,622
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 55.61%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
39,316
shares
|
$1.59 Million
0.46% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
38,610
shares
|
$1.56 Million
1.15% of portfolio
|
Q2 2024
Added 8.12%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
37,055
shares
|
$1.5 Million
0.13% of portfolio
|
Q3 2024
Reduced 12.92%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
36,813
shares
|
$1.49 Million
0.07% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
36,592
shares
|
$1.48 Million
0.36% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
36,250
shares
|
$1.47 Million
0.11% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
35,098
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
34,951
shares
|
$1.42 Million
0.75% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
34,172
shares
|
$1.38 Million
0.55% of portfolio
|
Q2 2023
Reduced 89.38%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
33,327
shares
|
$1.35 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
32,849
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2024
Added 37.01%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
32,823
shares
|
$1.33 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
32,588
shares
|
$1.32 Million
0.18% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
32,200
shares
|
$1.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
31,433
shares
|
$1.27 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
29,977
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Added 429.91%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
29,975
shares
|
$1.21 Million
0.49% of portfolio
|
Q1 2023
Reduced 3.42%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
29,210
shares
|
$1.18 Million
0.41% of portfolio
|
Q3 2024
Reduced 67.14%
|
|
|
Bullseye Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
28,844
shares
|
$1.17 Million
1.66% of portfolio
|
Q3 2024
Reduced 6.57%
|