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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
2,375
shares
|
$101,008
0.01% of portfolio
|
Q3 2025
Added 13.1%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
2,298
shares
|
$97,733
0.0% of portfolio
|
Q3 2025
Added 42.64%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
2,000
shares
|
$85,060
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,745
shares
|
$74,214
0.0% of portfolio
|
Q2 2024
Reduced 41.4%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
1,704
shares
|
$72,471
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,685
shares
|
$71,663
0.0% of portfolio
|
Q1 2024
Reduced 27.06%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,632
shares
|
$69,408
0.01% of portfolio
|
Q3 2023
Reduced 11.4%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,491
shares
|
$63,412
0.0% of portfolio
|
Q2 2025
Reduced 18.57%
|
|
|
Integrity Financial Corp
|
Nov 06, 2025 Q3 2025 |
1,391
shares
|
$59,159
0.03% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,375
shares
|
$58,478
0.0% of portfolio
|
Q3 2024
Reduced 73.42%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
1,362
shares
|
$57,925
0.01% of portfolio
|
Q4 2025
Reduced 45.95%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
1,080
shares
|
$45,932
0.02% of portfolio
|
Q3 2025
Added 54.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
550
shares
|
$23,391
0.0% of portfolio
|
Q2 2025
Reduced 83.01%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
500
shares
|
$21,265
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
458
shares
|
$19,478
0.0% of portfolio
|
Q3 2025
Added 874.47%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
350
shares
|
$14,885
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
342
shares
|
$14,545
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
206
shares
|
$8,761
0.01% of portfolio
|
Q2 2025
Reduced 94.09%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|