Institutional Ownership Innovator U.S. Equity Power Bu (PSEP)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PSEP). We have compiled data on the 220 institutions that hold shares in the stock, with a total of 20.8 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
136,722
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 9.63%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
119,737
shares
|
$0
1.39% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Jan 29, 2025 Q4 2024 |
111,675
shares
|
$0
5.49% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
109,928
shares
|
$0
1.13% of portfolio
|
Q3 2023
Reduced 19.87%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
105,845
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
104,803
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
104,504
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 14.73%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
103,220
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
98,829
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 11.31%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
96,869
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
95,176
shares
|
$0
1.04% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
86,793
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
80,400
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
78,755
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 26.7%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
75,747
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 292.31%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
75,380
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
72,700
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 5.83%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
63,805
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
60,673
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
57,399
shares
|
$0
1.43% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
56,249
shares
|
$0
0.01% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
55,522
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
55,135
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
54,369
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
54,128
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.66%
|