Institutional Ownership Innovator Etfs Tr S&P 500 Pwr (PMAY)
This table provides information about the institutional ownership of Innovator Etfs Tr S&P 500 Pwr (PMAY). We have compiled data on the 194 institutions that hold shares in the stock, with a total of 12.9 Million shares, which have been reported (via 13F filing form) to have a value of $461 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
10,645
shares
|
$379,600
0.01% of portfolio
|
Q4 2024
Reduced 35.88%
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
10,351
shares
|
$369,116
0.04% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
10,262
shares
|
$365,942
0.08% of portfolio
|
Q2 2024
New holding
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
10,152
shares
|
$362,020
0.01% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
10,100
shares
|
$360,165
0.03% of portfolio
|
Q4 2024
Reduced 17.21%
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
9,989
shares
|
$356,207
0.07% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
9,944
shares
|
$354,603
0.23% of portfolio
|
Q2 2024
Added 6.99%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
9,935
shares
|
$354,282
0.0% of portfolio
|
Q3 2024
Reduced 23.93%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
9,878
shares
|
$352,249
0.01% of portfolio
|
Q2 2024
Added 5.3%
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
9,687
shares
|
$345,438
0.33% of portfolio
|
Q4 2024
New holding
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
9,653
shares
|
$344,225
0.04% of portfolio
|
Q2 2023
New holding
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
9,624
shares
|
$343,191
0.23% of portfolio
|
Q4 2024
Reduced 21.22%
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,600
shares
|
$342,335
0.05% of portfolio
|
Q4 2024
New holding
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
9,445
shares
|
$336,808
0.01% of portfolio
|
Q4 2024
Added 0.58%
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
9,363
shares
|
$333,884
0.0% of portfolio
|
Q4 2024
New holding
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
9,107
shares
|
$324,755
0.2% of portfolio
|
Q1 2024
Added 0.65%
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
9,082
shares
|
$323,864
0.28% of portfolio
|
Q4 2024
New holding
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
8,762
shares
|
$312,452
0.13% of portfolio
|
Q2 2024
Added 6.05%
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
8,700
shares
|
$310,241
0.03% of portfolio
|
Q2 2023
Reduced 50.03%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
8,535
shares
|
$304,358
0.0% of portfolio
|
Q4 2024
Reduced 49.32%
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
8,515
shares
|
$303,644
0.01% of portfolio
|
Q4 2024
Reduced 42.93%
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
8,495
shares
|
$302,931
0.02% of portfolio
|
Q2 2024
New holding
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
7,838
shares
|
$279,503
0.06% of portfolio
|
Q3 2024
Reduced 38.02%
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
7,673
shares
|
$273,619
0.07% of portfolio
|
Q2 2024
New holding
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
7,517
shares
|
$268,056
0.1% of portfolio
|
Q4 2024
Reduced 3.69%
|