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 183 institutions that hold shares in the stock, with a total of 11.5 Million shares, which have been reported (via 13F filing form) to have a value of $461 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bullseye Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
28,844
shares
|
$1.16 Million
1.66% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
27,501
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
26,892
shares
|
$1.08 Million
0.87% of portfolio
|
Q1 2024
Added 168.28%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
26,158
shares
|
$1.05 Million
0.26% of portfolio
|
Q3 2024
Reduced 9.07%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
25,822
shares
|
$1.04 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
25,724
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
23,690
shares
|
$950,442
0.12% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
22,711
shares
|
$911,165
0.18% of portfolio
|
Q1 2024
Reduced 12.23%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
22,582
shares
|
$905,989
0.07% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
21,803
shares
|
$874,736
0.58% of portfolio
|
Q3 2024
Reduced 25.51%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
20,954
shares
|
$840,674
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
20,543
shares
|
$824,185
0.41% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
20,402
shares
|
$818,528
0.05% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
19,044
shares
|
$764,045
0.02% of portfolio
|
Q2 2024
Added 2.98%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
18,439
shares
|
$739,772
0.0% of portfolio
|
Q3 2024
Added 3385.63%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
17,662
shares
|
$708,599
0.69% of portfolio
|
Q3 2024
Reduced 24.73%
|
|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
17,501
shares
|
$702,140
0.26% of portfolio
|
Q1 2024
Added 8.58%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
17,277
shares
|
$693,153
0.01% of portfolio
|
Q3 2022
Reduced 44.83%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
17,085
shares
|
$685,450
0.04% of portfolio
|
Q3 2024
Reduced 17.84%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
17,034
shares
|
$683,404
0.02% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
16,463
shares
|
$660,495
0.01% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
16,246
shares
|
$651,789
0.0% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
16,022
shares
|
$642,802
0.0% of portfolio
|
Q2 2024
Reduced 30.44%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
15,665
shares
|
$628,479
0.31% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,411
shares
|
$618,289
0.01% of portfolio
|
Q1 2024
Reduced 42.07%
|