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 231 institutions that hold shares in the stock, with a total of 16.2 Million shares, which have been reported (via 13F filing form) to have a value of $678 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
27,702
shares
|
$1.16 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
27,618
shares
|
$1.16 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
27,371
shares
|
$1.15 Million
0.29% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
26,599
shares
|
$1.12 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
26,329
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
26,044
shares
|
$1.09 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
24,832
shares
|
$1.04 Million
0.2% of portfolio
|
Q4 2024
Added 16.89%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
24,808
shares
|
$1.04 Million
0.06% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
24,514
shares
|
$1.03 Million
0.82% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
24,512
shares
|
$1.03 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
24,019
shares
|
$1.01 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
22,734
shares
|
$954,145
0.01% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
22,196
shares
|
$931,566
0.02% of portfolio
|
Q1 2025
Added 110.69%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
21,094
shares
|
$885,315
0.02% of portfolio
|
Q2 2025
Reduced 22.17%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
20,882
shares
|
$876,417
0.27% of portfolio
|
Q2 2024
Reduced 58.67%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
19,968
shares
|
$838,056
0.1% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
19,712
shares
|
$827,312
0.54% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
19,313
shares
|
$810,566
0.03% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
19,098
shares
|
$801,543
0.06% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
18,195
shares
|
$763,644
0.03% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
17,983
shares
|
$754,746
0.0% of portfolio
|
Q3 2024
Reduced 49.9%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
17,531
shares
|
$735,776
0.42% of portfolio
|
Q2 2025
Reduced 12.35%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
17,323
shares
|
$727,046
0.05% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
17,305
shares
|
$726,290
0.05% of portfolio
|
Q2 2025
Added 11.9%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
17,266
shares
|
$724,654
0.23% of portfolio
|
Q1 2025
Added 20.55%
|