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 |
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
57,232
shares
|
$2.37 Million
0.14% of portfolio
|
Q4 2022
Reduced 17.33%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
53,898
shares
|
$2.23 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
53,544
shares
|
$2.22 Million
0.85% of portfolio
|
Q2 2025
New holding
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
51,793
shares
|
$2.15 Million
0.49% of portfolio
|
Q1 2025
Added 14.46%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
51,132
shares
|
$2.12 Million
1.22% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
48,962
shares
|
$2.03 Million
0.82% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
47,989
shares
|
$1.99 Million
0.22% of portfolio
|
Q2 2025
Reduced 13.5%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
46,320
shares
|
$1.92 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
46,033
shares
|
$1.91 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
45,517
shares
|
$1.89 Million
0.22% of portfolio
|
Q2 2023
Reduced 5.01%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jul 14, 2025 Q2 2025 |
44,459
shares
|
$1.84 Million
1.03% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
44,198
shares
|
$1.83 Million
1.46% of portfolio
|
Q2 2025
Reduced 47.12%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
42,631
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
40,462
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Reduced 36.82%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
39,677
shares
|
$1.64 Million
0.04% of portfolio
|
Q2 2025
Reduced 31.62%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
39,445
shares
|
$1.63 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
37,780
shares
|
$1.57 Million
0.28% of portfolio
|
Q2 2024
New holding
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Jul 30, 2025 Q2 2025 |
36,953
shares
|
$1.53 Million
1.36% of portfolio
|
Q2 2025
Reduced 20.5%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
36,060
shares
|
$1.49 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
35,436
shares
|
$1.47 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
35,255
shares
|
$1.46 Million
0.56% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
34,114
shares
|
$1.41 Million
0.16% of portfolio
|
Q3 2024
Added 28.25%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
32,771
shares
|
$1.36 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
32,742
shares
|
$1.36 Million
0.17% of portfolio
|
Q2 2025
Reduced 13.95%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
32,455
shares
|
$1.34 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.44%
|