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 200 institutions that hold shares in the stock, with a total of 18.8 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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
51,718
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 184.51%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
51,717
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 25.53%
|
|
|
Camelot Portfolios, LLC
|
Nov 12, 2024 Q3 2024 |
48,898
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 19.33%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
48,766
shares
|
$0
0.76% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
48,711
shares
|
$0
0.01% of portfolio
|
Q3 2024
Added 14.89%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
48,548
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 235.74%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
48,394
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
47,903
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
46,068
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 11.54%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
44,824
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
44,385
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 26.29%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
44,224
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 43.29%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
42,159
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
40,838
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
38,600
shares
|
$0
0.29% of portfolio
|
Q3 2024
Added 34.97%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
37,000
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
36,853
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 107.61%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
35,987
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 67.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
35,860
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 355.89%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
35,710
shares
|
$0
0.59% of portfolio
|
Q3 2024
Reduced 18.33%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
35,578
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
34,852
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 40.49%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
33,290
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
32,225
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
32,077
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 3.32%
|