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 189 institutions that hold shares in the stock, with a total of 13 Million shares, which have been reported (via 13F filing form) to have a value of $510 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
6,352
shares
|
$248,680
0.28% of portfolio
|
Q1 2024
Reduced 30.07%
|
|
Nikulski Financial, Inc.
|
Jul 30, 2024 Q2 2024 |
6,350
shares
|
$248,602
0.08% of portfolio
|
Q1 2023
New holding
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 08, 2024 Q2 2024 |
6,297
shares
|
$246,527
0.06% of portfolio
|
Q2 2024
Reduced 93.16%
|
|
Cypress Financial Planning LLC
|
Jul 16, 2024 Q2 2024 |
6,287
shares
|
$246,136
0.1% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
Straight Path Wealth Management
|
Aug 15, 2024 Q2 2024 |
6,260
shares
|
$245,079
0.12% of portfolio
|
Q2 2024
New holding
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
6,253
shares
|
$244,804
0.0% of portfolio
|
Q2 2024
Reduced 8.94%
|
|
Koshinski Asset Management, Inc.
|
Jul 12, 2024 Q2 2024 |
5,975
shares
|
$233,921
0.02% of portfolio
|
Q2 2024
Added 6.22%
|
|
Crown Wealth Group, LLC
|
Jul 26, 2024 Q2 2024 |
5,945
shares
|
$232,746
0.12% of portfolio
|
Q2 2024
Reduced 5.51%
|
|
Mitchell Capital Management CO
|
Aug 08, 2024 Q2 2024 |
5,900
shares
|
$230,985
0.04% of portfolio
|
Q2 2024
New holding
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
5,657
shares
|
$221,471
0.0% of portfolio
|
Q2 2024
New holding
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,550
shares
|
$217,282
0.28% of portfolio
|
Q3 2021
New holding
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
3,575
shares
|
$139,961
0.11% of portfolio
|
Q1 2024
Reduced 10.06%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
3,565
shares
|
$139,569
0.0% of portfolio
|
Q2 2024
Reduced 68.81%
|
|
Hazlett, Burt & Watson, Inc.
|
Aug 07, 2024 Q2 2024 |
3,425
shares
|
$134,088
0.07% of portfolio
|
Q2 2024
Added 67.07%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
3,300
shares
|
$129,195
0.01% of portfolio
|
Q1 2024
New holding
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
3,142
shares
|
$123,009
0.0% of portfolio
|
Q1 2023
New holding
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
2,850
shares
|
$111,577
0.0% of portfolio
|
Q1 2024
New holding
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
2,721
shares
|
$106,527
0.07% of portfolio
|
Q4 2023
New holding
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 18, 2024 Q2 2024 |
1,990
shares
|
$77,908
0.03% of portfolio
|
Q4 2023
New holding
|
|
Integrity Financial Corp
|
Jul 30, 2024 Q2 2024 |
1,572
shares
|
$61,543
0.04% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,500
shares
|
$58,725
0.0% of portfolio
|
Q3 2022
Added 200.0%
|
|
Global Trust Asset Management, LLC
|
Jul 11, 2024 Q2 2024 |
1,430
shares
|
$55,984
0.02% of portfolio
|
Q1 2023
Added 16.26%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
1,118
shares
|
$43,769
0.0% of portfolio
|
Q2 2024
New holding
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 18, 2024 Q2 2024 |
943
shares
|
$36,918
0.02% of portfolio
|
Q2 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
734
shares
|
$28,736
0.0% of portfolio
|
Q2 2024
Added 25.68%
|