Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.07M+ 73.12% |
$30.2M - $31.9M
|
2.53M
$90.1M
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
428KNew |
$12.1M - $12.8M
|
428K
$15.3M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
309K+ 76.45% |
$8.75M - $9.22M
|
713K
$25.4M
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
242K+ 335.14% |
$6.84M - $7.22M
|
314K
$11.2M
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
238KNew |
$6.73M - $7.1M
|
238K
$8.47M
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
BUY
|
- |
230KNew |
$6.52M - $6.87M
|
230K
$8.2M
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
202K+ 740.25% |
$5.71M - $6.02M
|
229K
$8.15M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
199KNew |
$5.63M - $5.94M
|
199K
$7.08M
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
125K+ 116.3% |
$3.53M - $3.72M
|
232K
$8.26M
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
120KNew |
$3.4M - $3.59M
|
120K
$4.28M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
110K+ 29.69% |
$3.11M - $3.28M
|
480K
$17.1M
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
110KNew |
$3.1M - $3.27M
|
110K
$3.9M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
109K+ 58.63% |
$3.08M - $3.25M
|
294K
$10.5M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
96.8K+ 24.7% |
$2.74M - $2.89M
|
489K
$17.4M
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
91.7K+ 15.76% |
$2.6M - $2.74M
|
673K
$24M
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
88.9K+ 462.2% |
$2.52M - $2.65M
|
108K
$3.85M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
79.9K+ 136.99% |
$2.26M - $2.39M
|
138K
$4.92M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
73.3K+ 13.11% |
$2.07M - $2.19M
|
632K
$22.5M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
70.6K+ 37.71% |
$2M - $2.11M
|
258K
$9.18M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
61.4KNew |
$1.74M - $1.83M
|
61.4K
$2.19M
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
61.4K+ 100.0% |
$1.74M - $1.83M
|
123K
$4.37M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
57.5K+ 105.2% |
$1.63M - $1.72M
|
112K
$3.99M
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
55.9KNew |
$1.58M - $1.67M
|
55.9K
$1.99M
|
|
Jul 05, 2023
Q2 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
50.4KNew |
$1.43M - $1.5M
|
50.4K
$1.79M
|
|
Aug 04, 2023
Q2 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
45.9K+ 347.28% |
$1.3M - $1.37M
|
59.1K
$2.1M
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
45.1KNew |
$1.28M - $1.35M
|
45.1K
$1.61M
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
38.2K+ 112.74% |
$1.08M - $1.14M
|
72K
$2.57M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
37.5K+ 202.54% |
$1.06M - $1.12M
|
56.1K
$2M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
36.8K+ 173.11% |
$1.04M - $1.1M
|
58K
$2.07M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
32.9K+ 21.33% |
$930K - $981K
|
187K
$6.66M
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
32.7K+ 54.63% |
$927K - $977K
|
92.7K
$3.3M
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
31.4K+ 234.81% |
$890K - $938K
|
44.8K
$1.6M
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
30.3KNew |
$857K - $903K
|
30.3K
$1.08M
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
29.5K+ 162.29% |
$836K - $881K
|
47.7K
$1.7M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
29.1K+ 31.26% |
$824K - $868K
|
122K
$4.35M
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
28.3KNew |
$801K - $844K
|
28.3K
$1.01M
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
28.1KNew |
$795K - $838K
|
28.1K
$1M
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
23.3K+ 70.0% |
$661K - $697K
|
56.7K
$2.02M
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
23K+ 44.73% |
$652K - $687K
|
74.5K
$2.65M
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
21.4K+ 156.7% |
$605K - $637K
|
35K
$1.25M
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
21.1KNew |
$598K - $631K
|
21.1K
$753K
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
21KNew |
$594K - $626K
|
21K
$747K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
20.9KNew |
$592K - $624K
|
20.9K
$745K
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.3KNew |
$575K - $606K
|
20.3K
$723K
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
19.8K+ 12.44% |
$560K - $591K
|
179K
$6.38M
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
19K+ 89.24% |
$537K - $566K
|
40.2K
$1.43M
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
17.8KNew |
$505K - $533K
|
17.8K
$636K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.1K+ 48.39% |
$484K - $510K
|
52.4K
$1.87M
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
16.3K+ 44.65% |
$461K - $486K
|
52.7K
$1.88M
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.8K+ 74.81% |
$447K - $471K
|
36.9K
$1.31M
|