Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-780- 3.78% |
$24.4K - $25.3K
|
19.9K
$722K
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-830- 4.4% |
$25.9K - $27K
|
18K
$656K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-893- 79.8% |
$27.9K - $29K
|
226
$8.22K
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-905- 1.53% |
$28.3K - $29.4K
|
58.3K
$2.12M
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.04K- 7.91% |
$32.4K - $33.6K
|
12.1K
$438K
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-1.45K- 45.66% |
$45.2K - $46.9K
|
1.72K
$62.5K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.45K- 6.78% |
$45.3K - $47K
|
19.9K
$723K
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-1.53K- 4.36% |
$47.7K - $49.6K
|
33.5K
$1.22M
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.73K- 16.32% |
$54.2K - $56.3K
|
8.89K
$323K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.75K- 32.58% |
$54.7K - $56.8K
|
3.62K
$132K
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.85K- 13.78% |
$57.9K - $60.1K
|
11.6K
$421K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.93K- 18.25% |
$60.3K - $62.7K
|
8.64K
$314K
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.3K- 14.46% |
$72K - $74.8K
|
13.6K
$495K
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.56K- 12.82% |
$80.2K - $83.3K
|
17.4K
$634K
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.91K- 11.02% |
$91K - $94.5K
|
23.5K
$854K
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-3.22K- 10.15% |
$101K - $104K
|
28.5K
$1.03M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.7K- 4.12% |
$116K - $120K
|
86.2K
$3.13M
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4.05K- 10.19% |
$126K - $131K
|
35.6K
$1.3M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.58K- 7.13% |
$143K - $149K
|
59.6K
$2.17M
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-5.21K- 8.81% |
$163K - $169K
|
53.9K
$1.96M
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.44K- 10.97% |
$201K - $209K
|
52.2K
$1.9M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.78K- 6.11% |
$212K - $220K
|
104K
$3.78M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-6.85K- 3.71% |
$214K - $223K
|
178K
$6.47M
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.93K- 18.0% |
$217K - $225K
|
31.5K
$1.15M
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-7.64K- 35.9% |
$239K - $248K
|
13.6K
$496K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.9K- 9.23% |
$247K - $256K
|
77.7K
$2.82M
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-8.21K- 8.33% |
$257K - $267K
|
90.3K
$3.28M
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-8.49K- 5.08% |
$266K - $276K
|
159K
$5.77M
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-8.93K- 5.44% |
$279K - $290K
|
155K
$5.64M
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.98K- 11.98% |
$281K - $292K
|
66K
$2.4M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.6K- 29.75% |
$331K - $344K
|
25K
$910K
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.2K- 98.06% |
$411K - $427K
|
260
$9.45K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-13.2K- 22.08% |
$414K - $430K
|
46.7K
$1.7M
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-14.1K- 20.35% |
$440K - $457K
|
55.1K
$2M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-14.2K- 28.22% |
$444K - $462K
|
36.1K
$1.31M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.5K- 80.0% |
$453K - $470K
|
3.62K
$132K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-17.3K- 7.48% |
$540K - $562K
|
214K
$7.77M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-17.5K- 15.78% |
$548K - $570K
|
93.6K
$3.4M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-18.4K- 44.04% |
$574K - $597K
|
23.4K
$849K
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-22.6K- 55.99% |
$708K - $735K
|
17.8K
$647K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24.3K- 43.99% |
$761K - $791K
|
31K
$1.13M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-27.3K- 50.9% |
$854K - $887K
|
26.4K
$958K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-28.8K- 22.57% |
$901K - $936K
|
98.9K
$3.6M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.3K- 64.41% |
$917K - $953K
|
16.2K
$589K
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-31.2K- 70.95% |
$975K - $1.01M
|
12.8K
$464K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-31.9K- 31.48% |
$996K - $1.03M
|
69.4K
$2.52M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-32.7K- 17.33% |
$1.02M - $1.06M
|
156K
$5.68M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-36.3K- 9.78% |
$1.13M - $1.18M
|
334K
$12.2M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.5K- 33.03% |
$1.27M - $1.31M
|
82.1K
$2.98M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-44.7K- 27.94% |
$1.4M - $1.45M
|
115K
$4.19M
|