Institutional Ownership Innovator U.S. Equity Power Bu (POCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (POCT). We have compiled data on the 189 institutions that hold shares in the stock, with a total of 13.3 Million shares, which have been reported (via 13F filing form) to have a value of $536 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
17,373
shares
|
$699,436
0.06% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
16,633
shares
|
$669,644
0.06% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
16,488
shares
|
$663,806
0.02% of portfolio
|
Q4 2024
Added 189.26%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
16,011
shares
|
$644,602
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Advisory Group LLC
|
Jan 24, 2025 Q4 2024 |
15,197
shares
|
$611,831
0.29% of portfolio
|
Q4 2024
Added 18.85%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
14,930
shares
|
$601,081
0.03% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
14,779
shares
|
$595,002
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
14,649
shares
|
$589,768
0.05% of portfolio
|
Q3 2024
Added 13.24%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
14,323
shares
|
$576,643
0.19% of portfolio
|
Q4 2024
Added 64.29%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
14,065
shares
|
$566,256
0.37% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
13,239
shares
|
$533,002
0.19% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
13,037
shares
|
$524,869
0.03% of portfolio
|
Q2 2024
Reduced 24.52%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
13,025
shares
|
$524,386
0.33% of portfolio
|
Q2 2024
Reduced 6.46%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
12,898
shares
|
$519,273
0.05% of portfolio
|
Q3 2024
Added 17.14%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
12,476
shares
|
$502,283
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
12,360
shares
|
$497,613
0.15% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
12,340
shares
|
$496,808
0.36% of portfolio
|
Q4 2024
Added 102.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
12,169
shares
|
$489,923
0.02% of portfolio
|
Q3 2024
Added 59.05%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
12,136
shares
|
$488,595
0.54% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
11,650
shares
|
$469,029
0.06% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
11,432
shares
|
$460,252
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
11,324
shares
|
$455,904
0.03% of portfolio
|
Q2 2024
Reduced 3.67%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
11,279
shares
|
$454,092
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
11,224
shares
|
$451,878
0.16% of portfolio
|
Q1 2023
Reduced 5.51%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
10,849
shares
|
$436,780
0.08% of portfolio
|
Q3 2024
Added 1.4%
|