Institutional Ownership Innovator U.S. Equity Power Bu (PFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PFEB). We have compiled data on the 193 institutions that hold shares in the stock, with a total of 12.7 Million shares, which have been reported (via 13F filing form) to have a value of $472 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
7,439
shares
|
$275,838
0.03% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
7,383
shares
|
$273,761
0.09% of portfolio
|
Q2 2024
Reduced 28.6%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
7,350
shares
|
$272,538
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
7,000
shares
|
$259,560
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
6,966
shares
|
$258,299
0.06% of portfolio
|
Q2 2024
Reduced 15.18%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,246
shares
|
$231,601
0.0% of portfolio
|
Q4 2024
Reduced 45.1%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
6,185
shares
|
$229,339
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
6,133
shares
|
$227,411
0.05% of portfolio
|
Q4 2024
Reduced 17.18%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
6,092
shares
|
$225,891
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
6,050
shares
|
$224,334
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
5,980
shares
|
$221,738
0.0% of portfolio
|
Q4 2024
Reduced 59.56%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
5,966
shares
|
$221,219
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
5,944
shares
|
$220,403
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
5,709
shares
|
$211,689
0.01% of portfolio
|
Q4 2024
Reduced 28.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
4,589
shares
|
$170,160
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
3,700
shares
|
$137,196
0.01% of portfolio
|
Q2 2024
Added 5.71%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
3,452
shares
|
$128,000
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
3,435
shares
|
$127,369
0.06% of portfolio
|
Q2 2024
Reduced 21.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,896
shares
|
$107,383
0.0% of portfolio
|
Q4 2024
Reduced 57.93%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
2,543
shares
|
$94,294
0.17% of portfolio
|
Q4 2024
Reduced 91.66%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,216
shares
|
$82,169
0.0% of portfolio
|
Q1 2024
Reduced 76.67%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
2,000
shares
|
$74,160
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,933
shares
|
$71,675
0.01% of portfolio
|
Q4 2024
Reduced 52.02%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
1,600
shares
|
$59,328
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,445
shares
|
$53,580
0.01% of portfolio
|
Q4 2024
New holding
|