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 |
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
32,102
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
31,776
shares
|
$1.32 Million
0.4% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
31,408
shares
|
$1.3 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
31,188
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
31,147
shares
|
$1.29 Million
1.02% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
30,996
shares
|
$1.28 Million
0.05% of portfolio
|
Q2 2025
Reduced 24.35%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
30,016
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
29,419
shares
|
$1.22 Million
0.33% of portfolio
|
Q2 2025
Reduced 22.28%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
29,024
shares
|
$1.2 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
27,490
shares
|
$1.14 Million
0.08% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
26,406
shares
|
$1.09 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
25,750
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
24,942
shares
|
$1.03 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
23,849
shares
|
$988,064
0.06% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
23,065
shares
|
$955,582
0.7% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
22,659
shares
|
$938,762
0.29% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
22,524
shares
|
$933,169
0.02% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
20,544
shares
|
$851,137
0.1% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
19,572
shares
|
$810,867
0.01% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
19,389
shares
|
$803,286
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
19,109
shares
|
$791,685
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
19,104
shares
|
$791,478
0.03% of portfolio
|
Q3 2024
Added 13.55%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
18,656
shares
|
$772,918
0.22% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
18,506
shares
|
$766,703
0.19% of portfolio
|
Q2 2025
Reduced 10.84%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
18,479
shares
|
$765,584
0.23% of portfolio
|
Q2 2025
Reduced 0.29%
|