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 215 institutions that hold shares in the stock, with a total of 21.6 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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
36,120
shares
|
$0
0.37% of portfolio
|
Q2 2023
Reduced 5.19%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
36,060
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
35,939
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 15.35%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
34,740
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 23.52%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
33,586
shares
|
$0
0.46% of portfolio
|
Q4 2024
Added 19.23%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
30,596
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 235.7%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,135
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
29,640
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
29,500
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 122.64%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
29,251
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
28,655
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 12.22%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
27,686
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 32.4%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
27,041
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 39.61%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
26,462
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 24.71%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
26,147
shares
|
$0
0.0% of portfolio
|
Q2 2022
Reduced 63.67%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
26,078
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
25,968
shares
|
$0
0.0% of portfolio
|
Q1 2023
Added 23.5%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
25,754
shares
|
$0
0.62% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
25,273
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
23,593
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 21.3%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Feb 13, 2025 Q4 2024 |
23,035
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
22,950
shares
|
$0
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
20,805
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
20,624
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
20,305
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 24.82%
|