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 |
|---|---|---|---|---|---|
|
Castle Rock Wealth Management, LLC
|
Mar 05, 2025 Q4 2024 |
21,286
shares
|
$801,417
0.22% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
20,991
shares
|
$790,311
0.01% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
20,980
shares
|
$789,897
0.02% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
20,476
shares
|
$770,921
0.28% of portfolio
|
Q3 2024
Added 8.22%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
20,293
shares
|
$764,031
0.03% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
19,873
shares
|
$748,218
0.28% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
19,781
shares
|
$744,754
0.31% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
19,768
shares
|
$744,265
0.02% of portfolio
|
Q4 2024
Reduced 25.02%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
19,730
shares
|
$742,834
0.05% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
19,540
shares
|
$735,681
0.29% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
19,389
shares
|
$729,995
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
19,236
shares
|
$724,235
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
19,104
shares
|
$719,265
0.02% of portfolio
|
Q3 2024
Added 13.55%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
18,688
shares
|
$703,603
0.25% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
17,955
shares
|
$676,005
0.51% of portfolio
|
Q3 2024
Added 18.05%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
17,873
shares
|
$672,918
0.04% of portfolio
|
Q4 2024
Reduced 15.19%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
17,440
shares
|
$656,616
0.3% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
17,334
shares
|
$652,625
0.15% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
17,279
shares
|
$650,554
0.13% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,205
shares
|
$647,768
0.0% of portfolio
|
Q4 2024
Added 10.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,051
shares
|
$641,970
0.0% of portfolio
|
Q3 2024
Added 91.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
16,875
shares
|
$635,343
0.0% of portfolio
|
Q3 2023
Reduced 92.74%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
16,523
shares
|
$622,090
0.09% of portfolio
|
Q4 2024
Reduced 6.46%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
15,995
shares
|
$602,211
0.06% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
15,675
shares
|
$590,163
0.36% of portfolio
|
Q4 2024
Reduced 2.73%
|