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 |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
4,955
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 656.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,139
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 156.6%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
4,008
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 7.42%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
3,947
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
3,357
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
3,193
shares
|
$0
0.16% of portfolio
|
Q1 2025
Reduced 9.37%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
2,968
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 29.04%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
2,840
shares
|
$0
0.05% of portfolio
|
Q3 2023
Added 12.08%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
2,774
shares
|
$0
0.05% of portfolio
|
Q1 2025
Reduced 23.45%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,550
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
2,505
shares
|
$0
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
2,468
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 99.4%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
1,990
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
1,833
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 51.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,747
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 106.26%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,743
shares
|
$0
0.02% of portfolio
|
Q3 2023
Reduced 56.43%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
1,686
shares
|
$0
0.01% of portfolio
|
Q1 2025
Reduced 13.72%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
1,657
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,629
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,500
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,008
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 23.46%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
885
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
646
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 32.07%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
566
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
500
shares
|
$0
0.01% of portfolio
|
Q2 2025
New holding
|