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 210 institutions that hold shares in the stock, with a total of 15.5 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 |
---|---|---|---|---|---|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
48,507
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 10.78%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
47,472
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 12.3%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
46,226
shares
|
$0
0.71% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
45,689
shares
|
$0
1.59% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
44,895
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
43,735
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
42,122
shares
|
$0
0.01% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
41,261
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 11.13%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
40,187
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
39,160
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
39,031
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
35,860
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 355.89%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
35,435
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
34,931
shares
|
$0
0.46% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
33,830
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
33,732
shares
|
$0
0.15% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
33,610
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 27.04%
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
33,162
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
33,000
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
32,225
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
32,077
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 3.32%
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
29,009
shares
|
$0
0.23% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
28,105
shares
|
$0
0.25% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
27,763
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
27,111
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 65.58%
|