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 219 institutions that hold shares in the stock, with a total of 19.4 Million shares, which have been reported (via 13F filing form) to have a value of $825 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nikulski Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
9,943
shares
|
$422,875
0.11% of portfolio
|
Q3 2025
Added 10.85%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
9,798
shares
|
$416,708
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Cypress Financial Planning LLC
|
Jan 14, 2026 Q4 2025 |
9,778
shares
|
$415,858
0.12% of portfolio
|
Q4 2025
Reduced 34.15%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
9,526
shares
|
$405,140
0.05% of portfolio
|
Q3 2025
Reduced 63.92%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
9,432
shares
|
$401,142
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
9,247
shares
|
$393,274
0.01% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
9,044
shares
|
$384,641
0.18% of portfolio
|
Q3 2025
Added 12.0%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Nov 03, 2025 Q3 2025 |
8,911
shares
|
$378,984
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
8,645
shares
|
$367,671
0.01% of portfolio
|
Q3 2025
Reduced 13.85%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
8,407
shares
|
$357,549
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
8,268
shares
|
$351,638
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
8,248
shares
|
$350,787
0.01% of portfolio
|
Q1 2025
Reduced 27.93%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
8,149
shares
|
$346,576
0.06% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8,100
shares
|
$344,493
0.01% of portfolio
|
Q1 2025
Reduced 22.25%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
8,085
shares
|
$343,855
0.01% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
7,845
shares
|
$333,647
0.0% of portfolio
|
Q3 2025
Added 13.04%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
7,808
shares
|
$332,074
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
7,726
shares
|
$328,586
0.12% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Compass Advisory Group LLC
|
Nov 06, 2025 Q3 2025 |
7,690
shares
|
$327,055
0.1% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
7,475
shares
|
$317,911
0.04% of portfolio
|
Q3 2025
Added 24.81%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
7,466
shares
|
$317,528
0.04% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
7,322
shares
|
$311,404
0.02% of portfolio
|
Q3 2025
Reduced 16.49%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
7,300
shares
|
$310,469
0.11% of portfolio
|
Q1 2025
Reduced 29.13%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
7,272
shares
|
$309,278
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
7,203
shares
|
$306,343
0.03% of portfolio
|
Q4 2025
Reduced 0.96%
|
|