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 175 institutions that hold shares in the stock, with a total of 12.2 Million shares, which have been reported (via 13F filing form) to have a value of $434 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
10,026
shares
|
$359,432
0.07% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
9,944
shares
|
$356,492
0.22% of portfolio
|
Q2 2024
Added 6.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
9,935
shares
|
$356,169
0.0% of portfolio
|
Q3 2024
Reduced 23.93%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
9,878
shares
|
$354,126
0.01% of portfolio
|
Q2 2024
Added 5.3%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
9,653
shares
|
$346,060
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
9,391
shares
|
$336,667
0.01% of portfolio
|
Q3 2024
Reduced 51.37%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
9,107
shares
|
$326,485
0.2% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
8,762
shares
|
$314,117
0.13% of portfolio
|
Q2 2024
Added 6.05%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
8,700
shares
|
$311,895
0.03% of portfolio
|
Q2 2023
Reduced 50.03%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
8,582
shares
|
$307,664
0.25% of portfolio
|
Q3 2024
Reduced 28.8%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
8,495
shares
|
$304,545
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
8,474
shares
|
$303,792
0.06% of portfolio
|
Q3 2024
Reduced 16.79%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
7,838
shares
|
$280,992
0.06% of portfolio
|
Q3 2024
Reduced 38.02%
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
7,805
shares
|
$279,809
0.1% of portfolio
|
Q3 2024
Reduced 22.04%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
7,673
shares
|
$275,077
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
7,589
shares
|
$272,065
0.0% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
7,427
shares
|
$266,257
0.01% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
7,321
shares
|
$262,457
0.08% of portfolio
|
Q3 2024
Reduced 59.5%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
7,318
shares
|
$262,350
0.01% of portfolio
|
Q3 2024
Reduced 90.17%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
7,259
shares
|
$260,235
0.02% of portfolio
|
Q3 2024
Reduced 25.91%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
6,420
shares
|
$230,157
0.02% of portfolio
|
Q2 2024
Added 1.2%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
6,318
shares
|
$226,500
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
6,290
shares
|
$225,496
0.12% of portfolio
|
Q3 2024
Reduced 19.26%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
6,125
shares
|
$219,581
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
6,122
shares
|
$219,473
0.09% of portfolio
|
Q1 2024
New holding
|