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 |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
7,610
shares
|
$0
0.0% of portfolio
|
Q3 2022
Reduced 65.94%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
7,397
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 29.95%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
7,000
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Reston Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
6,890
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
6,817
shares
|
$0
0.01% of portfolio
|
Q3 2024
Reduced 44.3%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
6,805
shares
|
$0
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
6,674
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 21.9%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
6,535
shares
|
$0
0.01% of portfolio
|
Q4 2024
Reduced 7.36%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
6,333
shares
|
$0
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
6,296
shares
|
$0
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
6,203
shares
|
$0
0.21% of portfolio
|
Q1 2025
Reduced 13.88%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
6,137
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
6,063
shares
|
$0
0.02% of portfolio
|
Q1 2025
Reduced 19.85%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
6,030
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 15.07%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
5,942
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
5,875
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
5,787
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
5,700
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 23.02%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
5,642
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
5,615
shares
|
$0
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
5,580
shares
|
$0
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
5,453
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 43.42%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
5,357
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
5,253
shares
|
$0
0.05% of portfolio
|
Q3 2024
Reduced 17.03%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
5,085
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|