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 173 institutions that hold shares in the stock, with a total of 14.1 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 |
---|---|---|---|---|---|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
109,568
shares
|
$0
0.02% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
96,253
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 19.8%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 19, 2024 Q2 2024 |
95,196
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
93,524
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 63.54%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
91,909
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 2.85%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
83,883
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
76,554
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 3.61%
|
|
Weaver Capital Management LLC
Suwanee, GA |
Aug 02, 2024 Q2 2024 |
76,403
shares
|
$0
0.92% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
72,700
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 5.83%
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 13, 2024 Q2 2024 |
70,878
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 2.91%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
69,443
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 13.14%
|
|
Diligent Investors, LLC
|
Jul 15, 2024 Q2 2024 |
66,930
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 8.19%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
64,810
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced -0.0%
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
64,607
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 6.38%
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
61,978
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 6.28%
|
|
Pillar Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
61,769
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 26.01%
|
|
Camelot Portfolios, LLC
|
Aug 12, 2024 Q2 2024 |
60,613
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 11.75%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
58,566
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 100.6%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
57,551
shares
|
$0
0.01% of portfolio
|
Q2 2024
Reduced 8.07%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
57,315
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
Altfest L J & CO Inc
|
Aug 07, 2024 Q2 2024 |
56,854
shares
|
$0
0.29% of portfolio
|
Q2 2024
Reduced 2.15%
|
|
Pathway Financial Advisors LLC
|
Jul 24, 2024 Q2 2024 |
55,450
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 05, 2024 Q2 2024 |
55,042
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
Bcgm Wealth Management, LLC
|
Jul 30, 2024 Q2 2024 |
52,075
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 2.8%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
49,684
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.75%
|