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 182 institutions that hold shares in the stock, with a total of 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $462 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wealth Plan Investment Management, LLC
Omaha, NE |
Aug 09, 2024 Q2 2024 |
11,102
shares
|
$390,346
0.06% of portfolio
|
Q1 2024
Reduced 4.92%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
10,542
shares
|
$370,656
0.06% of portfolio
|
Q2 2024
Added 8.29%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
10,421
shares
|
$366,402
0.01% of portfolio
|
Q2 2024
New holding
|
|
Cypress Wealth Services, LLC
|
Jul 12, 2024 Q2 2024 |
10,376
shares
|
$364,820
0.08% of portfolio
|
Q2 2024
Added 16.75%
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 17, 2024 Q2 2024 |
10,262
shares
|
$360,811
0.09% of portfolio
|
Q2 2024
New holding
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Sep 11, 2024 Q2 2024 |
10,184
shares
|
$358,069
0.07% of portfolio
|
Q2 2024
Reduced 12.1%
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
10,116
shares
|
$355,678
0.07% of portfolio
|
Q2 2024
Reduced 2.24%
|
|
Cypress Financial Planning LLC
|
Jul 16, 2024 Q2 2024 |
10,011
shares
|
$351,986
0.14% of portfolio
|
Q2 2024
Added 0.67%
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Jul 23, 2024 Q2 2024 |
9,944
shares
|
$349,631
0.18% of portfolio
|
Q2 2024
Added 6.99%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
9,878
shares
|
$347,310
0.01% of portfolio
|
Q2 2024
Added 5.3%
|
|
Tfo Tdc, LLC
|
Aug 14, 2024 Q2 2024 |
9,873
shares
|
$347,134
0.07% of portfolio
|
Q1 2023
Added 82.5%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
9,797
shares
|
$344,462
0.02% of portfolio
|
Q2 2024
Reduced 28.05%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
9,653
shares
|
$339,399
0.04% of portfolio
|
Q2 2023
New holding
|
|
Integrity Financial Corp
|
Jul 30, 2024 Q2 2024 |
9,107
shares
|
$320,202
0.2% of portfolio
|
Q1 2024
Added 0.65%
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 05, 2024 Q2 2024 |
8,762
shares
|
$308,071
0.16% of portfolio
|
Q2 2024
Added 6.05%
|
|
Hengehold Capital Management LLC
|
Jul 16, 2024 Q2 2024 |
8,700
shares
|
$305,891
0.03% of portfolio
|
Q2 2023
Reduced 50.03%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
8,700
shares
|
$305,891
0.0% of portfolio
|
Q2 2024
Reduced 64.87%
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Aug 13, 2024 Q2 2024 |
8,660
shares
|
$304,485
0.2% of portfolio
|
Q4 2023
Reduced 13.4%
|
|
Mc Adam, LLC
|
Jul 24, 2024 Q2 2024 |
8,495
shares
|
$298,684
0.02% of portfolio
|
Q2 2024
New holding
|
|
Mitchell Capital Management CO
|
Aug 08, 2024 Q2 2024 |
8,280
shares
|
$291,124
0.05% of portfolio
|
Q2 2024
New holding
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
8,216
shares
|
$288,874
0.0% of portfolio
|
Q2 2024
Reduced 4.95%
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 13, 2024 Q2 2024 |
7,790
shares
|
$273,896
0.18% of portfolio
|
Q2 2024
New holding
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 31, 2024 Q2 2024 |
7,673
shares
|
$269,782
0.07% of portfolio
|
Q2 2024
New holding
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
7,673
shares
|
$269,782
0.01% of portfolio
|
Q4 2023
Reduced 11.76%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
7,434
shares
|
$261,379
0.01% of portfolio
|
Q2 2024
New holding
|