Institutional Ownership Innovator U.S. Equity Power Bu (PFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PFEB). We have compiled data on the 179 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $458 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
6,884
shares
|
$255,534
0.09% of portfolio
|
Q3 2024
Reduced 19.93%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
6,753
shares
|
$250,671
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
6,185
shares
|
$229,587
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
6,133
shares
|
$227,656
0.05% of portfolio
|
Q4 2024
Reduced 17.18%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
6,092
shares
|
$226,135
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
6,050
shares
|
$224,575
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
5,944
shares
|
$220,641
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
3,700
shares
|
$137,344
0.01% of portfolio
|
Q2 2024
Added 5.71%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
3,435
shares
|
$127,507
0.06% of portfolio
|
Q2 2024
Reduced 21.31%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,896
shares
|
$107,499
0.0% of portfolio
|
Q4 2024
Reduced 57.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,216
shares
|
$82,257
0.0% of portfolio
|
Q1 2024
Reduced 76.67%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
2,000
shares
|
$74,240
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,933
shares
|
$71,752
0.01% of portfolio
|
Q4 2024
Reduced 52.02%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
1,700
shares
|
$63,103
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,400
shares
|
$51,968
0.0% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,268
shares
|
$47,068
0.03% of portfolio
|
Q2 2024
Reduced 71.42%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
866
shares
|
$32,145
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
849
shares
|
$31,514
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
700
shares
|
$25,984
0.0% of portfolio
|
Q1 2023
Reduced 88.89%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
676
shares
|
$25,093
0.0% of portfolio
|
Q1 2023
Reduced 26.04%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
350
shares
|
$12,992
0.0% of portfolio
|
Q2 2024
Reduced 73.36%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
345
shares
|
$12,806
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
316
shares
|
$11,729
0.0% of portfolio
|
Q3 2024
Reduced 17.49%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
259
shares
|
$9,614
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
250
shares
|
$9,280
0.0% of portfolio
|
Q1 2022
New holding
|