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 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $465 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
6,352
shares
|
$258,844
0.28% of portfolio
|
Q1 2024
Reduced 30.07%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
6,350
shares
|
$258,762
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
6,297
shares
|
$256,602
0.05% of portfolio
|
Q2 2024
Reduced 93.16%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
6,293
shares
|
$256,439
0.09% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
6,260
shares
|
$255,095
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
6,223
shares
|
$253,587
0.0% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
6,170
shares
|
$251,427
0.16% of portfolio
|
Q3 2024
Reduced 20.59%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
5,975
shares
|
$243,481
0.0% of portfolio
|
Q2 2024
Added 6.22%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
5,945
shares
|
$242,258
0.11% of portfolio
|
Q2 2024
Reduced 5.51%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
5,550
shares
|
$226,162
0.28% of portfolio
|
Q3 2021
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
5,474
shares
|
$223,065
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
4,173
shares
|
$170,049
0.0% of portfolio
|
Q3 2024
Added 1379.79%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
4,066
shares
|
$165,689
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,142
shares
|
$128,036
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,850
shares
|
$116,137
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,800
shares
|
$114,100
0.01% of portfolio
|
Q3 2024
Reduced 15.15%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
1,990
shares
|
$81,092
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,878
shares
|
$76,528
0.05% of portfolio
|
Q3 2024
Reduced 30.98%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
1,652
shares
|
$67,319
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
1,572
shares
|
$64,059
0.04% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,555
shares
|
$63,366
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,500
shares
|
$61,125
0.0% of portfolio
|
Q3 2022
Added 200.0%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,230
shares
|
$50,122
0.02% of portfolio
|
Q4 2024
Reduced 13.99%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
800
shares
|
$32,600
0.01% of portfolio
|
Q3 2024
Reduced 76.64%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
734
shares
|
$29,910
0.0% of portfolio
|
Q2 2024
Added 25.68%
|