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 204 institutions that hold shares in the stock, with a total of 17.5 Million shares, which have been reported (via 13F filing form) to have a value of $674 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
5,903
shares
|
$229,508
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
5,870
shares
|
$228,225
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
5,845
shares
|
$227,253
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
5,717
shares
|
$222,276
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
5,307
shares
|
$206,336
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
4,622
shares
|
$179,703
0.0% of portfolio
|
Q3 2024
Added 80.76%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
4,550
shares
|
$176,904
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4,332
shares
|
$168,428
0.07% of portfolio
|
Q1 2023
Added 928.98%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
4,000
shares
|
$155,520
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
3,850
shares
|
$149,688
0.02% of portfolio
|
Q3 2024
Added 1000.0%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
3,777
shares
|
$146,849
0.09% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
3,250
shares
|
$126,360
0.01% of portfolio
|
Q2 2024
Reduced 30.11%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
2,000
shares
|
$77,760
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,857
shares
|
$72,200
0.0% of portfolio
|
Q3 2024
Reduced 63.74%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,745
shares
|
$67,845
0.0% of portfolio
|
Q2 2024
Reduced 41.4%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,685
shares
|
$65,512
0.0% of portfolio
|
Q1 2024
Reduced 27.06%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,632
shares
|
$63,452
0.01% of portfolio
|
Q3 2023
Reduced 11.4%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,375
shares
|
$53,460
0.0% of portfolio
|
Q3 2024
Reduced 73.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
550
shares
|
$21,384
0.0% of portfolio
|
Q3 2024
Reduced 88.7%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
500
shares
|
$19,440
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
399
shares
|
$15,513
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
350
shares
|
$13,608
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
342
shares
|
$13,296
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
209
shares
|
$8,125
0.0% of portfolio
|
Q1 2024
Added 78.63%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
200
shares
|
$7,776
0.0% of portfolio
|
Q3 2024
New holding
|