Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
6.65K+ 35.11% |
$216K - $227K
|
25.6K
$931K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.55KNew |
$213K - $224K
|
6.55K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.32KNew |
$205K - $216K
|
6.32K
$230K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.17K+ 38.05% |
$200K - $211K
|
22.4K
$814K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
6.13KNew |
$199K - $209K
|
6.13K
$223K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
6.11KNew |
$198K - $209K
|
6.11K
$222K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.07K+ 19.23% |
$197K - $207K
|
37.6K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.94KNew |
$193K - $203K
|
5.94K
$216K
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
5.51K+ 43.15% |
$179K - $188K
|
18.3K
$665K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.35K+ 5.55% |
$174K - $183K
|
102K
$3.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
5.06K+ 78.15% |
$164K - $173K
|
11.5K
$420K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
4.58K+ 2026.99% |
$149K - $156K
|
4.81K
$175K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.96K+ 7.46% |
$128K - $135K
|
57K
$2.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
3.44KNew |
$112K - $117K
|
3.44K
$125K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
3.4K+ 23.91% |
$110K - $116K
|
17.6K
$640K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.18K+ 10.65% |
$103K - $109K
|
33.1K
$1.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.38K+ 6.68% |
$77.3K - $81.3K
|
38K
$1.38M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.3K+ 14.25% |
$74.7K - $78.6K
|
18.5K
$671K
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.08K+ 3.56% |
$67.6K - $71.1K
|
60.6K
$2.21M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.79K+ 6.9% |
$58K - $61K
|
27.7K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.77K+ 7.07% |
$57.5K - $60.4K
|
26.8K
$975K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.75K+ 48.33% |
$56.8K - $59.8K
|
5.37K
$195K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.61K+ 12.05% |
$52.3K - $55K
|
15K
$545K
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.5KNew |
$48.7K - $51.2K
|
1.5K
$54.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.49K+ 16.75% |
$48.3K - $50.8K
|
10.4K
$377K
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.27K+ 9.32% |
$41.3K - $43.4K
|
14.9K
$543K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1.25K+ 10.63% |
$40.6K - $42.7K
|
13K
$473K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1K+ 6.76% |
$32.5K - $34.2K
|
15.8K
$575K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
807+ 8.29% |
$26.2K - $27.6K
|
10.5K
$384K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
780+ 36.53% |
$25.3K - $26.6K
|
2.92K
$106K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
778+ 1.37% |
$25.3K - $26.6K
|
57.4K
$2.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
699+ 5.14% |
$22.7K - $23.9K
|
14.3K
$520K
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
650+ 6.99% |
$21.1K - $22.2K
|
9.94K
$362K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
602+ 2.39% |
$19.5K - $20.6K
|
25.7K
$936K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
500+ 6.05% |
$16.2K - $17.1K
|
8.76K
$319K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
497+ 5.3% |
$16.1K - $17K
|
9.88K
$359K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
470+ 1.09% |
$15.3K - $16.1K
|
43.5K
$1.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
450+ 1.71% |
$14.6K - $15.4K
|
26.8K
$975K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
450+ 90.0% |
$14.6K - $15.4K
|
950
$34.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
350New |
$11.4K - $12K
|
350
$12.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
316New |
$10.3K - $10.8K
|
316
$11.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
304New |
$9.87K - $10.4K
|
304
$11.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
268+ 1.52% |
$8.7K - $9.15K
|
17.9K
$652K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
230+ 1.88% |
$7.47K - $7.85K
|
12.4K
$452K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
200New |
$6.49K - $6.83K
|
200
$7.28K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
172+ 66.15% |
$5.58K - $5.87K
|
432
$15.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
147+ 0.16% |
$4.77K - $5.02K
|
93.6K
$3.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
110+ 0.64% |
$3.57K - $3.76K
|
17.4K
$634K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
76+ 1.2% |
$2.47K - $2.6K
|
6.42K
$234K
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
67+ 0.67% |
$2.18K - $2.29K
|
10K
$364K
|