Institutional Ownership Innovator U.S. Equity Power Bu (PDEC)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PDEC). We have compiled data on the 174 institutions that hold shares in the stock, with a total of 17.7 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
117,457
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
112,290
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
109,646
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
109,086
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
94,283
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
89,055
shares
|
$0
0.01% of portfolio
|
Q3 2024
Reduced 16.6%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
86,103
shares
|
$0
0.01% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
77,682
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 4.17%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
74,108
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 21.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
74,003
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 20.29%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
72,180
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
71,472
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
68,651
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
65,969
shares
|
$0
0.57% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
65,800
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
64,994
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
64,116
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 201.75%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
53,631
shares
|
$0
0.87% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
52,171
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
50,924
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
49,253
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
47,745
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
47,728
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 55.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
45,452
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 38.72%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
44,777
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.85%
|