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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
31,225
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
Bullseye Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
30,871
shares
|
$1.22 Million
1.76% of portfolio
|
Q2 2024
Reduced 16.65%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
29,975
shares
|
$1.18 Million
0.49% of portfolio
|
Q1 2023
Reduced 3.42%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
28,794
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2024
Reduced 13.8%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 13, 2024 Q2 2024 |
28,767
shares
|
$1.14 Million
0.29% of portfolio
|
Q2 2024
Added 35.95%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
26,892
shares
|
$1.06 Million
0.76% of portfolio
|
Q1 2024
Added 168.28%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
25,822
shares
|
$1.02 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
25,724
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
23,690
shares
|
$935,281
0.12% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
22,711
shares
|
$896,630
0.18% of portfolio
|
Q1 2024
Reduced 12.23%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
22,704
shares
|
$896,353
0.03% of portfolio
|
Q2 2024
Reduced 34.52%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
22,242
shares
|
$878,114
0.07% of portfolio
|
Q2 2024
Reduced 2.84%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
21,803
shares
|
$860,782
0.58% of portfolio
|
Q3 2024
Reduced 25.51%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
20,954
shares
|
$827,263
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
20,543
shares
|
$811,037
0.41% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
20,402
shares
|
$805,470
0.05% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
19,044
shares
|
$751,857
0.02% of portfolio
|
Q2 2024
Added 2.98%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
17,662
shares
|
$697,295
0.69% of portfolio
|
Q3 2024
Reduced 24.73%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 23, 2024 Q2 2024 |
17,501
shares
|
$690,939
0.28% of portfolio
|
Q1 2024
Added 8.58%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
17,277
shares
|
$682,095
0.01% of portfolio
|
Q3 2022
Reduced 44.83%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
17,167
shares
|
$677,753
0.02% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
17,085
shares
|
$674,515
0.04% of portfolio
|
Q3 2024
Reduced 17.84%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
16,796
shares
|
$663,106
0.0% of portfolio
|
Q2 2024
Reduced 21.24%
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
16,785
shares
|
$662,671
0.01% of portfolio
|
Q2 2024
Added 52.02%
|
|
|
Orion Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
16,165
shares
|
$638,194
0.33% of portfolio
|
Q2 2024
Reduced 2.05%
|