Institutional Ownership Innovator U.S. Equity Power Bu (POCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (POCT). We have compiled data on the 189 institutions that hold shares in the stock, with a total of 13.3 Million shares, which have been reported (via 13F filing form) to have a value of $536 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
50,548
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
50,258
shares
|
$2.02 Million
0.5% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
48,366
shares
|
$1.95 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.81%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
44,987
shares
|
$1.81 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
43,615
shares
|
$1.76 Million
0.69% of portfolio
|
Q3 2024
Reduced 14.89%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
43,076
shares
|
$1.73 Million
0.02% of portfolio
|
Q3 2024
Added 36.93%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 01, 2024 Q3 2024 |
42,846
shares
|
$1.72 Million
1.26% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
42,437
shares
|
$1.71 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
41,976
shares
|
$1.69 Million
1.11% of portfolio
|
Q3 2024
Reduced 13.11%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
41,308
shares
|
$1.66 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
40,138
shares
|
$1.62 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
38,755
shares
|
$1.56 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
35,873
shares
|
$1.44 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
35,486
shares
|
$1.43 Million
0.06% of portfolio
|
Q4 2023
Added 44.82%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
34,995
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2022
Reduced 5.41%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
34,543
shares
|
$1.39 Million
1.09% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
34,330
shares
|
$1.38 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
33,196
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
32,859
shares
|
$1.32 Million
0.18% of portfolio
|
Q4 2024
Added 11.59%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
31,704
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2024
Added 7.17%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
31,102
shares
|
$1.25 Million
0.41% of portfolio
|
Q4 2024
Added 78.44%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
30,202
shares
|
$1.22 Million
1.36% of portfolio
|
Q4 2023
Reduced 0.9%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
29,833
shares
|
$1.2 Million
0.29% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
29,604
shares
|
$1.19 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
29,384
shares
|
$1.18 Million
1.0% of portfolio
|
Q3 2024
Reduced 4.21%
|