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 |
|---|---|---|---|---|---|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
8,918
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 36.55%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
8,825
shares
|
$0
0.0% of portfolio
|
Q3 2022
Reduced 26.65%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
8,550
shares
|
$0
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
8,545
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 23.56%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
8,525
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
8,423
shares
|
$0
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
8,382
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 75.95%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
8,325
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
8,290
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Feb 26, 2025 Q4 2024 |
8,229
shares
|
$0
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
8,100
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 6.58%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
7,610
shares
|
$0
0.0% of portfolio
|
Q3 2022
Reduced 65.94%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
7,565
shares
|
$0
0.03% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
7,397
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 29.95%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
7,203
shares
|
$0
0.24% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Smith Shellnut Wilson LLC
|
Mar 04, 2025 Q4 2024 |
7,000
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
6,890
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
6,888
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.74%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
6,817
shares
|
$0
0.01% of portfolio
|
Q3 2024
Reduced 44.3%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
6,805
shares
|
$0
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
6,567
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
6,535
shares
|
$0
0.01% of portfolio
|
Q4 2024
Reduced 7.36%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
6,347
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
6,333
shares
|
$0
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
6,296
shares
|
$0
0.21% of portfolio
|
Q4 2024
New holding
|