Purchases and Sales Made in Q1 2023 in 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) during Q1 2023. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR S&P 500 PWR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-175- 0.12% |
$4.88K - $5.13K
|
144K
$5.06M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-228- 1.63% |
$6.36K - $6.68K
|
13.8K
$483K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-255- 1.01% |
$7.11K - $7.47K
|
25K
$879K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-280- 0.74% |
$7.81K - $8.2K
|
37.8K
$1.33M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-360- 1.66% |
$10K - $10.5K
|
21.4K
$751K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-400- 8.22% |
$11.2K - $11.7K
|
4.47K
$157K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-500- 1.4% |
$14K - $14.7K
|
35.3K
$1.24M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-550- 2.76% |
$15.3K - $16.1K
|
19.4K
$681K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-750- 3.28% |
$20.9K - $22K
|
22.1K
$776K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-765- 1.6% |
$21.3K - $22.4K
|
47.1K
$1.65M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-795- 3.91% |
$22.2K - $23.3K
|
19.6K
$687K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-880- 7.13% |
$24.6K - $25.8K
|
11.5K
$403K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-975- 4.32% |
$27.2K - $28.6K
|
21.6K
$760K
|
|
|
Apr 18, 2023
Q1 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.02K- 3.14% |
$28.3K - $29.8K
|
31.3K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.06K- 4.76% |
$29.6K - $31.1K
|
21.2K
$747K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.1K- 5.61% |
$30.7K - $32.3K
|
18.5K
$651K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.33K- 1.14% |
$37.1K - $39K
|
116K
$4.07M
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.55K- 3.98% |
$43.1K - $45.3K
|
37.3K
$1.31M
|
|
|
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-1.78K- 5.51% |
$49.5K - $52K
|
30.4K
$1.07M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.5K- 17.29% |
$69.8K - $73.3K
|
12K
$421K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.88K- 7.82% |
$80.2K - $84.2K
|
33.9K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.93K- 48.66% |
$81.6K - $85.7K
|
3.09K
$109K
|
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-3.05K- 12.18% |
$85.2K - $89.5K
|
22K
$774K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.25K- 1.71% |
$90.8K - $95.3K
|
187K
$6.58M
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-3.77K- 7.44% |
$105K - $110K
|
46.8K
$1.65M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-4K- 4.12% |
$112K - $117K
|
93.1K
$3.27M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
SELL
|
- |
-4.19K- 10.31% |
$117K - $123K
|
36.4K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.12K- 7.98% |
$171K - $179K
|
70.6K
$2.48M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-6.33K- 3.79% |
$177K - $186K
|
161K
$5.65M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.16K- 27.41% |
$228K - $239K
|
21.6K
$760K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.39K- 43.27% |
$234K - $246K
|
11K
$387K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.41K- 2.28% |
$263K - $276K
|
404K
$14.2M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-14.6K- 28.14% |
$407K - $428K
|
37.3K
$1.31M
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-15.9K- 20.38% |
$444K - $467K
|
62.2K
$2.19M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-17.7K- 4.56% |
$494K - $519K
|
370K
$13M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-23.6K- 32.79% |
$657K - $690K
|
48.3K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-28.4K- 1.9% |
$791K - $831K
|
1.46M
$51.4M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-28.9K- 28.62% |
$807K - $848K
|
72.1K
$2.54M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-38.2K- 73.72% |
$1.07M - $1.12M
|
13.6K
$479K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-53.8K- 42.25% |
$1.5M - $1.58M
|
73.5K
$2.58M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-58.8K- 89.13% |
$1.64M - $1.72M
|
7.17K
$252K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-142K- 55.76% |
$3.96M - $4.15M
|
113K
$3.96M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-399K- 89.23% |
$11.1M - $11.7M
|
48.1K
$1.69M
|