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 |
|---|---|---|---|---|---|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
8,425
shares
|
$331,102
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
8,241
shares
|
$323,871
0.1% of portfolio
|
Q2 2024
Reduced 50.43%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
8,217
shares
|
$322,928
0.02% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
8,118
shares
|
$319,037
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
8,084
shares
|
$317,701
0.0% of portfolio
|
Q4 2023
Added 28.11%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
7,989
shares
|
$313,967
0.03% of portfolio
|
Q4 2022
Added 1.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
7,703
shares
|
$302,727
0.0% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,594
shares
|
$298,444
0.0% of portfolio
|
Q3 2024
Reduced 28.76%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
7,287
shares
|
$286,379
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 15, 2024 Q3 2024 |
7,164
shares
|
$281,545
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Asset Management Inc.
|
Oct 15, 2024 Q3 2024 |
6,960
shares
|
$273,528
0.41% of portfolio
|
Q4 2023
Reduced 77.27%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
6,863
shares
|
$269,715
0.22% of portfolio
|
Q3 2024
Added 35.47%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
6,770
shares
|
$266,061
0.0% of portfolio
|
Q3 2024
Added 18.36%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
6,597
shares
|
$259,262
0.01% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
6,576
shares
|
$258,436
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
6,567
shares
|
$258,083
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
6,533
shares
|
$256,746
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
6,420
shares
|
$252,305
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
6,348
shares
|
$249,476
0.01% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
6,125
shares
|
$240,712
0.03% of portfolio
|
Q3 2024
Added 8.83%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
6,123
shares
|
$240,633
0.08% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
6,100
shares
|
$239,729
0.18% of portfolio
|
Q1 2024
Reduced 43.52%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
5,979
shares
|
$234,974
0.03% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
5,935
shares
|
$233,245
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
5,700
shares
|
$224,009
0.01% of portfolio
|
Q4 2023
New holding
|