Institutional Ownership Innovator U.S. Equity Power Bu (PSEP)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PSEP). We have compiled data on the 165 institutions that hold shares in the stock, with a total of 14.8 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
May 14, 2024 Q1 2024 |
4,245,493
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 3.34%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
May 15, 2024 Q1 2024 |
942,577
shares
|
$0
0.43% of portfolio
|
Q1 2024
Added 8.29%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 08, 2024 Q1 2024 |
692,594
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 0.24%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
640,791
shares
|
$0
0.04% of portfolio
|
Q1 2024
Reduced 4.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
412,837
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 14.08%
|
|
|
Joseph Group Capital Management
Columbus, OH |
May 13, 2024 Q1 2024 |
403,585
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 3.75%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
392,093
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 7.82%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
358,119
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 0.9%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
290,247
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 88.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
256,542
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 5.49%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Apr 22, 2024 Q1 2024 |
243,134
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 3.34%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
227,628
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 10.21%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
219,834
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 5.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
216,888
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 985.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
200,759
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 23.5%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
180,462
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 18.14%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 14, 2024 Q1 2024 |
165,300
shares
|
$0
2.21% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
142,065
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 5.62%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 29, 2024 Q1 2024 |
134,693
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 1.78%
|
|
|
Bellwether Advisors, LLC
|
May 06, 2024 Q1 2024 |
133,036
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
132,653
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 7.46%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
131,675
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 21.46%
|
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
127,685
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 37.15%
|
|
|
Forvis Wealth Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
124,819
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 1.73%
|
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
120,009
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 87.07%
|
|