Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
284K+ 2402.43% |
$8.38M - $8.69M
|
296K
$10.5M
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
168KNew |
$4.96M - $5.14M
|
168K
$5.98M
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
55.2KNew |
$1.63M - $1.69M
|
55.2K
$1.97M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
42.8KNew |
$1.26M - $1.31M
|
42.8K
$1.52M
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
42.4K+ 23.16% |
$1.25M - $1.3M
|
225K
$8.03M
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
34.2KNew |
$1.01M - $1.05M
|
34.2K
$1.22M
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
34.2KNew |
$1.01M - $1.05M
|
34.2K
$1.22M
|
|
Feb 10, 2022
Q4 2021
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
21KNew |
$619K - $643K
|
21K
$748K
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
15.5KNew |
$457K - $475K
|
15.5K
$552K
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.5KNew |
$310K - $322K
|
10.5K
$375K
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.54KNew |
$222K - $231K
|
7.54K
$268K
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.18K+ 34.26% |
$212K - $220K
|
28.1K
$1M
|
|
Jan 26, 2022
Q4 2021
|
Straight Path Wealth Management
|
BUY
|
- |
7.08KNew |
$209K - $217K
|
7.08K
$252K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
5.05K+ 2.76% |
$149K - $155K
|
188K
$6.7M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
4.77K+ 12.68% |
$141K - $146K
|
42.4K
$1.51M
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.5K+ 0.76% |
$44.2K - $45.9K
|
199K
$7.08M
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$29.5 - $30.6
|
1.89K
$67.2K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-110- 0.34% |
$3.25K - $3.37K
|
31.9K
$1.14M
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-257Closed |
$7.58K - $7.87K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-277Closed |
$8.17K - $8.48K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-300- 3.07% |
$8.85K - $9.18K
|
9.48K
$338K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-400- 1.15% |
$11.8K - $12.2K
|
34.5K
$1.23M
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-444- 2.45% |
$13.1K - $13.6K
|
17.7K
$631K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-470- 12.05% |
$13.9K - $14.4K
|
3.43K
$122K
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-484- 14.9% |
$14.3K - $14.8K
|
2.77K
$98.5K
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
SELL
|
- |
-518- 3.34% |
$15.3K - $15.9K
|
15K
$533K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-533- 0.73% |
$15.7K - $16.3K
|
72.5K
$2.58M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-577- 1.21% |
$17K - $17.7K
|
47.1K
$1.68M
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-732- 2.84% |
$21.6K - $22.4K
|
25.1K
$893K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-746- 28.58% |
$22K - $22.8K
|
1.86K
$66.4K
|
|
Jan 14, 2022
Q4 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-818- 1.04% |
$24.1K - $25K
|
78K
$2.78M
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-840- 0.45% |
$24.8K - $25.7K
|
185K
$6.61M
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.04K- 1.19% |
$30.6K - $31.8K
|
86.3K
$3.08M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.14K- 6.33% |
$33.7K - $35K
|
16.9K
$603K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.2K- 2.15% |
$35.4K - $36.7K
|
54.5K
$1.94M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.47K- 1.22% |
$43.4K - $45.1K
|
119K
$4.25M
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-1.67K- 4.32% |
$49.2K - $51K
|
36.9K
$1.31M
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.86K- 2.01% |
$54.9K - $57K
|
90.6K
$3.23M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.85K- 9.3% |
$84.1K - $87.2K
|
27.8K
$989K
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-3K- 5.92% |
$88.5K - $91.8K
|
47.7K
$1.7M
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.06K- 3.26% |
$90.3K - $93.7K
|
90.9K
$3.24M
|
|
Jan 27, 2022
Q4 2021
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-6.6K- 17.02% |
$195K - $202K
|
32.2K
$1.15M
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.67K- 19.56% |
$197K - $204K
|
27.4K
$977K
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.62KClosed |
$254K - $264K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-8.68K- 1.26% |
$256K - $266K
|
680K
$24.2M
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.21KClosed |
$272K - $282K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-9.92K- 19.41% |
$293K - $304K
|
41.2K
$1.47M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-12.4K- 54.33% |
$364K - $378K
|
10.4K
$370K
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-12.6KClosed |
$371K - $384K
|
0
$0
|