Institutional Ownership Innovator U.S. Equity Power Bu (PMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PMAR). We have compiled data on the 184 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $464 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
48,009
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2024
Added 81.15%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
47,282
shares
|
$1.87 Million
0.55% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 05, 2024 Q2 2024 |
46,048
shares
|
$1.82 Million
1.34% of portfolio
|
Q2 2024
Reduced 2.95%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 09, 2024 Q2 2024 |
44,329
shares
|
$1.75 Million
0.51% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
43,489
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2024
Added 41.03%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
42,565
shares
|
$1.68 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
42,555
shares
|
$1.68 Million
0.15% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
42,170
shares
|
$1.66 Million
0.35% of portfolio
|
Q3 2024
Reduced 21.32%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 13, 2024 Q2 2024 |
40,843
shares
|
$1.61 Million
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
39,622
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Reduced 55.61%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
39,316
shares
|
$1.55 Million
0.46% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
38,610
shares
|
$1.52 Million
1.12% of portfolio
|
Q2 2024
Added 8.12%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
36,813
shares
|
$1.45 Million
0.07% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
36,592
shares
|
$1.44 Million
0.36% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
36,250
shares
|
$1.43 Million
0.11% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
34,951
shares
|
$1.38 Million
0.75% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 13, 2024 Q2 2024 |
34,172
shares
|
$1.35 Million
0.56% of portfolio
|
Q2 2023
Reduced 89.38%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
34,080
shares
|
$1.35 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 06, 2024 Q2 2024 |
33,521
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
33,327
shares
|
$1.32 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
32,849
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2024
Added 37.01%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
32,836
shares
|
$1.3 Million
0.1% of portfolio
|
Q2 2024
Added 3.47%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
32,588
shares
|
$1.29 Million
0.18% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
32,367
shares
|
$1.28 Million
0.06% of portfolio
|
Q2 2024
Added 0.43%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 13, 2024 Q2 2024 |
31,907
shares
|
$1.26 Million
0.56% of portfolio
|
Q2 2024
Reduced 0.44%
|