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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
21,251
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
21,240
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
21,219
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
20,911
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 5.87%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
20,746
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
20,500
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 2.19%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
20,305
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
19,998
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 458.29%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,950
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 0.99%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
19,450
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 3.39%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
19,386
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 1.52%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
19,219
shares
|
$0
0.73% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
18,799
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
18,499
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 15.86%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
18,475
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
18,050
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
17,803
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
17,745
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 41.31%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
17,532
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
17,450
shares
|
$0
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
16,424
shares
|
$0
0.02% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
16,268
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
15,942
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 21.4%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
15,856
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 75.94%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
15,529
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 0.04%
|