Institutional Ownership Innovator U.S. Equity Power Bu (POCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (POCT). We have compiled data on the 179 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $470 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
47,981
shares
|
$1.89 Million
0.06% of portfolio
|
Q3 2024
Reduced 13.66%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
47,256
shares
|
$1.86 Million
0.45% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
43,615
shares
|
$1.71 Million
0.69% of portfolio
|
Q3 2024
Reduced 14.89%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
43,076
shares
|
$1.69 Million
0.02% of portfolio
|
Q3 2024
Added 36.93%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
42,846
shares
|
$1.68 Million
1.26% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
42,437
shares
|
$1.67 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
41,976
shares
|
$1.65 Million
1.11% of portfolio
|
Q3 2024
Reduced 13.11%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
41,308
shares
|
$1.62 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
40,138
shares
|
$1.58 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
38,755
shares
|
$1.52 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
35,486
shares
|
$1.39 Million
0.06% of portfolio
|
Q4 2023
Added 44.82%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Nov 07, 2024 Q3 2024 |
35,360
shares
|
$1.39 Million
1.23% of portfolio
|
Q3 2024
Reduced 65.71%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
34,995
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2022
Reduced 5.41%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
34,330
shares
|
$1.35 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
33,196
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
31,704
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Fulcrum Equity Management
|
Jul 19, 2024 Q2 2024 |
30,676
shares
|
$1.21 Million
1.09% of portfolio
|
Q2 2024
New holding
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
30,202
shares
|
$1.19 Million
1.36% of portfolio
|
Q4 2023
Reduced 0.9%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
29,833
shares
|
$1.17 Million
0.29% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
29,446
shares
|
$1.16 Million
0.16% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
27,949
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
27,900
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
27,786
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Orion Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
27,588
shares
|
$1.08 Million
0.57% of portfolio
|
Q4 2023
Added 24.36%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
26,380
shares
|
$1.04 Million
0.02% of portfolio
|
Q4 2023
Added 2.53%
|