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 |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
5,612
shares
|
$220,551
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
5,501
shares
|
$216,189
0.03% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
5,358
shares
|
$210,569
0.1% of portfolio
|
Q1 2024
Reduced 23.22%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
5,356
shares
|
$210,490
0.01% of portfolio
|
Q3 2024
Added 56.29%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
5,289
shares
|
$207,857
0.01% of portfolio
|
Q3 2024
Reduced 49.82%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
5,285
shares
|
$207,700
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
5,242
shares
|
$206,010
0.06% of portfolio
|
Q2 2024
Reduced 45.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4,778
shares
|
$187,775
0.0% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,666
shares
|
$183,373
0.0% of portfolio
|
Q1 2024
Added 43.22%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
3,760
shares
|
$147,768
0.11% of portfolio
|
Q1 2024
Reduced 0.87%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,116
shares
|
$122,458
0.05% of portfolio
|
Q1 2023
Added 11.48%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,292
shares
|
$90,075
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
2,000
shares
|
$78,600
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
1,735
shares
|
$68,185
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
838
shares
|
$32,933
0.0% of portfolio
|
Q4 2023
Reduced 59.36%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
807
shares
|
$31,715
0.0% of portfolio
|
Q3 2024
Added 289.86%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
761
shares
|
$29,907
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
745
shares
|
$29,278
0.01% of portfolio
|
Q3 2024
Reduced 50.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
728
shares
|
$28,610
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
508
shares
|
$19,964
0.03% of portfolio
|
Q3 2022
Added 49.41%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
500
shares
|
$19,650
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
470
shares
|
$18,471
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
357
shares
|
$14,030
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
340
shares
|
$13,361
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
318
shares
|
$12,497
0.0% of portfolio
|
Q1 2024
New holding
|