Institutional Ownership Innovator U.S. Equity Power Bu (PAUG)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PAUG). We have compiled data on the 208 institutions that hold shares in the stock, with a total of 15.3 Million shares, which have been reported (via 13F filing form) to have a value of $632 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
128,339
shares
|
$5.32 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jul 02, 2025 Q2 2025 |
121,324
shares
|
$5.03 Million
5.16% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
118,243
shares
|
$4.9 Million
1.28% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
107,229
shares
|
$4.44 Million
1.54% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
102,907
shares
|
$4.26 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
90,612
shares
|
$3.75 Million
0.04% of portfolio
|
Q2 2025
Added 51.26%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
88,747
shares
|
$3.68 Million
0.83% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
88,429
shares
|
$3.66 Million
0.07% of portfolio
|
Q1 2025
Reduced 37.92%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
82,852
shares
|
$3.43 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
82,535
shares
|
$3.42 Million
0.55% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
81,223
shares
|
$3.37 Million
0.87% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
76,056
shares
|
$3.15 Million
0.67% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
75,421
shares
|
$3.12 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
74,853
shares
|
$3.1 Million
0.54% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
74,754
shares
|
$3.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
72,408
shares
|
$3 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
72,247
shares
|
$2.99 Million
0.01% of portfolio
|
Q2 2025
Reduced 42.93%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
71,147
shares
|
$2.95 Million
0.01% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
71,040
shares
|
$2.94 Million
1.75% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
64,521
shares
|
$2.67 Million
0.01% of portfolio
|
Q2 2025
Reduced 50.37%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
64,504
shares
|
$2.67 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
63,820
shares
|
$2.64 Million
0.01% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
61,747
shares
|
$2.56 Million
0.54% of portfolio
|
Q2 2025
Reduced 10.15%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
60,614
shares
|
$2.51 Million
0.22% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
58,106
shares
|
$2.41 Million
1.0% of portfolio
|
Q3 2024
New holding
|