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 185 institutions that hold shares in the stock, with a total of 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $459 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
26,892
shares
|
$1.1 Million
0.87% of portfolio
|
Q1 2024
Added 168.28%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
26,158
shares
|
$1.07 Million
0.26% of portfolio
|
Q3 2024
Reduced 9.07%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
25,822
shares
|
$1.05 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
23,690
shares
|
$965,130
0.13% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
23,561
shares
|
$959,875
0.03% of portfolio
|
Q4 2024
Reduced 8.41%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
23,229
shares
|
$946,349
0.07% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
22,711
shares
|
$925,246
0.18% of portfolio
|
Q1 2024
Reduced 12.23%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
21,803
shares
|
$888,254
0.58% of portfolio
|
Q3 2024
Reduced 25.51%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
20,954
shares
|
$853,665
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
|
$836,921
0.41% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
20,402
shares
|
$831,177
0.05% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
19,044
shares
|
$775,852
0.02% of portfolio
|
Q2 2024
Added 2.98%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
18,439
shares
|
$751,204
0.0% of portfolio
|
Q3 2024
Added 3385.63%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
17,539
shares
|
$714,538
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
17,501
shares
|
$712,990
0.25% of portfolio
|
Q1 2024
Added 8.58%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
17,277
shares
|
$703,864
0.01% of portfolio
|
Q3 2022
Reduced 44.83%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
17,034
shares
|
$693,965
0.01% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
16,468
shares
|
$670,906
0.79% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
16,463
shares
|
$670,702
0.01% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
16,424
shares
|
$669,113
0.04% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
16,246
shares
|
$661,862
0.0% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
16,022
shares
|
$652,736
0.0% of portfolio
|
Q2 2024
Reduced 30.44%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
15,665
shares
|
$638,192
0.31% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,411
shares
|
$627,844
0.01% of portfolio
|
Q1 2024
Reduced 42.07%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
15,411
shares
|
$627,844
0.01% of portfolio
|
Q3 2024
New holding
|