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 |
|---|---|---|---|---|---|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 08, 2024 Q2 2024 |
6,297
shares
|
$248,605
0.06% of portfolio
|
Q2 2024
Reduced 93.16%
|
|
|
Straight Path Wealth Management
|
Aug 15, 2024 Q2 2024 |
6,260
shares
|
$247,144
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
6,223
shares
|
$245,684
0.0% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
5,975
shares
|
$235,892
0.02% of portfolio
|
Q2 2024
Added 6.22%
|
|
|
Crown Wealth Group, LLC
|
Jul 26, 2024 Q2 2024 |
5,945
shares
|
$234,708
0.12% of portfolio
|
Q2 2024
Reduced 5.51%
|
|
|
Mitchell Capital Management CO
|
Aug 08, 2024 Q2 2024 |
5,900
shares
|
$232,931
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
5,657
shares
|
$223,338
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,550
shares
|
$219,113
0.28% of portfolio
|
Q3 2021
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
3,575
shares
|
$141,141
0.11% of portfolio
|
Q1 2024
Reduced 10.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
3,565
shares
|
$140,746
0.0% of portfolio
|
Q2 2024
Reduced 68.81%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
3,142
shares
|
$124,046
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
2,850
shares
|
$112,517
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,800
shares
|
$110,543
0.01% of portfolio
|
Q3 2024
Reduced 15.15%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
1,990
shares
|
$78,565
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
1,878
shares
|
$74,143
0.05% of portfolio
|
Q3 2024
Reduced 30.98%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
1,572
shares
|
$62,062
0.04% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,500
shares
|
$59,219
0.0% of portfolio
|
Q3 2022
Added 200.0%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,430
shares
|
$56,456
0.02% of portfolio
|
Q1 2023
Added 16.26%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
1,118
shares
|
$44,138
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
800
shares
|
$31,583
0.01% of portfolio
|
Q3 2024
Reduced 76.64%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
734
shares
|
$28,978
0.0% of portfolio
|
Q2 2024
Added 25.68%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
529
shares
|
$20,884
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
473
shares
|
$18,674
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 25, 2024 Q2 2024 |
444
shares
|
$17,529
0.01% of portfolio
|
Q1 2024
Reduced 21.42%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
313
shares
|
$12,357
0.01% of portfolio
|
Q1 2024
New holding
|