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 186 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $423 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
6,122
shares
|
$227,064
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
6,096
shares
|
$226,100
0.02% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
5,989
shares
|
$222,132
0.0% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
5,941
shares
|
$220,351
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
5,600
shares
|
$207,704
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
5,271
shares
|
$195,501
0.02% of portfolio
|
Q1 2025
Reduced 47.81%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
4,697
shares
|
$174,211
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
4,672
shares
|
$173,284
0.0% of portfolio
|
Q1 2025
Reduced 36.16%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,548
shares
|
$168,685
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,900
shares
|
$144,651
0.0% of portfolio
|
Q2 2021
Reduced 12.05%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,765
shares
|
$139,643
0.0% of portfolio
|
Q2 2024
Reduced 24.47%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,438
shares
|
$127,515
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,822
shares
|
$104,667
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2,789
shares
|
$103,444
0.01% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,700
shares
|
$100,143
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
2,371
shares
|
$87,940
0.11% of portfolio
|
Q4 2024
Reduced 72.37%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,000
shares
|
$74,180
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
1,800
shares
|
$66,762
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,742
shares
|
$64,610
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,700
shares
|
$63,053
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
1,507
shares
|
$55,894
0.01% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Apr 16, 2025 Q1 2025 |
1,500
shares
|
$55,635
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
1,299
shares
|
$48,179
0.0% of portfolio
|
Q1 2025
Reduced 19.62%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
1,217
shares
|
$45,138
0.02% of portfolio
|
Q4 2024
Added 121600.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,000
shares
|
$37,090
0.0% of portfolio
|
Q3 2022
New holding
|