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 216 institutions that hold shares in the stock, with a total of 17.6 Million shares, which have been reported (via 13F filing form) to have a value of $670 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
61,239
shares
|
$2.31 Million
0.01% of portfolio
|
Q4 2024
Added 8.89%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
58,106
shares
|
$2.19 Million
1.08% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
57,232
shares
|
$2.15 Million
0.14% of portfolio
|
Q4 2022
Reduced 17.33%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
56,437
shares
|
$2.12 Million
1.39% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
55,997
shares
|
$2.11 Million
0.02% of portfolio
|
Q4 2024
Added 19.21%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
55,481
shares
|
$2.09 Million
0.26% of portfolio
|
Q2 2024
Reduced 14.54%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
51,870
shares
|
$1.95 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
50,597
shares
|
$1.9 Million
0.85% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
48,715
shares
|
$1.83 Million
0.03% of portfolio
|
Q3 2024
Added 18.25%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
47,544
shares
|
$1.79 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
46,743
shares
|
$1.76 Million
1.7% of portfolio
|
Q4 2024
New holding
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
46,650
shares
|
$1.76 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
46,631
shares
|
$1.76 Million
0.89% of portfolio
|
Q4 2024
Reduced 14.49%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
46,614
shares
|
$1.76 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
45,517
shares
|
$1.71 Million
0.22% of portfolio
|
Q2 2023
Reduced 5.01%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
45,249
shares
|
$1.7 Million
0.43% of portfolio
|
Q4 2024
Added 8.42%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
42,844
shares
|
$1.61 Million
0.0% of portfolio
|
Q4 2024
Added 55.22%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
41,675
shares
|
$1.57 Million
0.06% of portfolio
|
Q3 2024
Added 137.09%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Mar 04, 2025 Q4 2024 |
40,056
shares
|
$1.51 Million
0.49% of portfolio
|
Q4 2024
Reduced 17.36%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
39,851
shares
|
$1.5 Million
0.22% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
38,841
shares
|
$1.46 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
38,110
shares
|
$1.43 Million
0.19% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
37,780
shares
|
$1.42 Million
0.31% of portfolio
|
Q2 2024
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
36,510
shares
|
$1.37 Million
0.92% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
36,505
shares
|
$1.37 Million
0.64% of portfolio
|
Q4 2024
Reduced 6.29%
|