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 198 institutions that hold shares in the stock, with a total of 18.7 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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,000
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 64.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,988
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
2,968
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 29.04%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,935
shares
|
$0
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,840
shares
|
$0
0.05% of portfolio
|
Q3 2023
Added 12.08%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
2,590
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 49.28%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
2,564
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
2,117
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
1,990
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
1,743
shares
|
$0
0.02% of portfolio
|
Q3 2023
Reduced 56.43%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
1,670
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,502
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,008
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 23.46%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
646
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 32.07%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
566
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
382
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
329
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
245
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
104
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
62
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
18
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
15
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|