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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
6,525
shares
|
$245,666
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
6,400
shares
|
$240,960
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
6,148
shares
|
$231,472
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
5,838
shares
|
$219,800
0.1% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
5,638
shares
|
$212,270
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
5,546
shares
|
$208,806
0.01% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
5,361
shares
|
$201,841
0.01% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
5,237
shares
|
$197,173
0.08% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Hohimer Wealth Management, LLC
|
Feb 14, 2025 Q4 2024 |
5,231
shares
|
$196,947
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,222
shares
|
$196,608
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
5,192
shares
|
$195,478
0.0% of portfolio
|
Q4 2024
Added 2496.0%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
4,332
shares
|
$163,099
0.07% of portfolio
|
Q1 2023
Added 928.98%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
4,000
shares
|
$150,600
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
3,777
shares
|
$142,204
0.09% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
3,250
shares
|
$122,362
0.01% of portfolio
|
Q2 2024
Reduced 30.11%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
2,672
shares
|
$100,600
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
2,393
shares
|
$90,096
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
2,000
shares
|
$75,300
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
1,900
shares
|
$71,535
0.14% of portfolio
|
Q4 2024
Reduced 78.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,832
shares
|
$68,974
0.0% of portfolio
|
Q4 2024
Reduced 60.36%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,745
shares
|
$65,699
0.0% of portfolio
|
Q2 2024
Reduced 41.4%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,685
shares
|
$63,440
0.01% of portfolio
|
Q1 2024
Reduced 27.06%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,632
shares
|
$61,444
0.01% of portfolio
|
Q3 2023
Reduced 11.4%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
1,546
shares
|
$58,206
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,491
shares
|
$56,136
0.0% of portfolio
|
Q4 2024
New holding
|