Purchases and Sales Made in Q1 2025 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 2025. 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 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-862- 10.1% |
$30.4K - $31.5K
|
7.67K
$285K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-925- 5.75% |
$32.6K - $33.8K
|
15.2K
$563K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1K- 5.54% |
$35.3K - $36.6K
|
17.1K
$632K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1.02K- 2.93% |
$36.1K - $37.4K
|
33.9K
$1.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-1.04K- 1.62% |
$36.8K - $38.1K
|
63.5K
$2.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.05K- 2.65% |
$37.1K - $38.4K
|
38.6K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-1.19K- 13.06% |
$42K - $43.5K
|
7.92K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.3K- 2.92% |
$45.7K - $47.4K
|
43.1K
$1.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.44K- 3.81% |
$50.6K - $52.5K
|
36.2K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.44K- 1.36% |
$50.6K - $52.5K
|
104K
$3.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.46K- 1.86% |
$51.3K - $53.2K
|
76.7K
$2.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.82K- 9.98% |
$64.3K - $66.6K
|
16.4K
$610K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.23K- 8.93% |
$78.7K - $81.6K
|
22.8K
$844K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.25K- 1.56% |
$79.3K - $82.1K
|
142K
$5.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.46K- 3.91% |
$86.8K - $89.9K
|
60.4K
$2.24M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.56K- 1.09% |
$90.3K - $93.6K
|
233K
$8.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-2.57K- 4.76% |
$90.6K - $93.8K
|
51.4K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.65K- 36.16% |
$93.4K - $96.7K
|
4.67K
$173K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.68K- 13.15% |
$94.5K - $97.9K
|
17.7K
$656K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.69K- 3.91% |
$94.8K - $98.2K
|
66K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.71K- 4.71% |
$95.7K - $99.2K
|
54.9K
$2.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.74K- 1.66% |
$96.8K - $100K
|
162K
$6.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.89K- 11.88% |
$102K - $106K
|
21.5K
$796K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.3K- 34.91% |
$116K - $121K
|
6.15K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-3.31K- 6.09% |
$117K - $121K
|
51K
$1.89M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-3.43K- 24.21% |
$121K - $125K
|
10.7K
$398K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3.99K- 10.53% |
$141K - $146K
|
33.9K
$1.26M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.3K- 40.4% |
$152K - $157K
|
6.34K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.75KClosed |
$168K - $174K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.83K- 47.81% |
$170K - $177K
|
5.27K
$196K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.87K- 8.83% |
$172K - $178K
|
50.3K
$1.87M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.3K- 6.4% |
$187K - $194K
|
77.5K
$2.87M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.69K- 3.49% |
$201K - $208K
|
157K
$5.84M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.03K- 2.54% |
$213K - $220K
|
232K
$8.59M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-6.11K- 11.48% |
$216K - $223K
|
47.1K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-6.19K- 49.62% |
$219K - $226K
|
6.29K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.46K- 7.41% |
$263K - $273K
|
93.3K
$3.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-7.83K- 4.45% |
$276K - $286K
|
168K
$6.24M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-8.4K- 2.05% |
$296K - $307K
|
401K
$14.9M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.84K- 19.1% |
$312K - $323K
|
37.4K
$1.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-10.2K- 6.9% |
$358K - $371K
|
137K
$5.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-10.4K- 53.5% |
$366K - $379K
|
9.01K
$334K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-10.5K- 46.15% |
$371K - $384K
|
12.3K
$454K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.3K- 11.07% |
$471K - $488K
|
107K
$3.98M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.6K- 32.32% |
$479K - $496K
|
28.4K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.3K- 70.47% |
$574K - $595K
|
6.81K
$253K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-19K- 17.38% |
$671K - $695K
|
90.4K
$3.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-37.2K- 41.57% |
$1.31M - $1.36M
|
52.2K
$1.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.4K- 37.71% |
$1.43M - $1.48M
|
66.7K
$2.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-48.2K- 56.0% |
$1.7M - $1.76M
|
37.9K
$1.4M
|