Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-470- 2.43% |
$13.6K - $14.8K
|
18.9K
$658K
|
|
|
Jan 04, 2024
Q4 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-655- 1.27% |
$18.9K - $20.6K
|
51.1K
$1.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-750- 4.35% |
$21.6K - $23.6K
|
16.5K
$575K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-775- 40.92% |
$22.4K - $24.4K
|
1.12K
$39K
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-825- 4.05% |
$23.8K - $26K
|
19.6K
$682K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-847- 1.55% |
$24.4K - $26.7K
|
53.7K
$1.87M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-850- 11.17% |
$24.5K - $26.8K
|
6.76K
$236K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.02K- 11.76% |
$29.5K - $32.2K
|
7.67K
$268K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.06K- 6.46% |
$30.6K - $33.4K
|
15.4K
$536K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.15K- 5.14% |
$33.2K - $36.2K
|
21.3K
$741K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.26K- 2.06% |
$36.5K - $39.8K
|
60K
$2.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-1.29K- 14.48% |
$37.3K - $40.7K
|
7.63K
$266K
|
|
|
Feb 05, 2024
Q4 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.34K- 13.4% |
$38.7K - $42.2K
|
8.66K
$302K
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.35K- 1.35% |
$38.9K - $42.5K
|
98.5K
$3.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.39K- 3.38% |
$40.1K - $43.8K
|
39.7K
$1.38M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1.44K- 29.07% |
$41.6K - $45.4K
|
3.52K
$123K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.55K- 5.83% |
$44.8K - $48.9K
|
25.1K
$874K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.75K- 16.31% |
$50.3K - $55K
|
8.95K
$312K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.75K- 3.19% |
$50.4K - $55K
|
53.1K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.9K- 3.14% |
$54.8K - $59.9K
|
58.7K
$2.05M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.97K- 15.62% |
$56.9K - $62.1K
|
10.7K
$371K
|
|
|
Jan 09, 2024
Q4 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-2.57K- 25.02% |
$74.1K - $80.9K
|
7.7K
$269K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.65K- 28.2% |
$76.3K - $83.3K
|
6.74K
$235K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.8K- 13.35% |
$80.8K - $88.2K
|
18.2K
$634K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.88K- 17.65% |
$83.1K - $90.7K
|
13.4K
$469K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-3.03K- 2.18% |
$87.4K - $95.4K
|
136K
$4.73M
|
|
|
Feb 01, 2024
Q4 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.36K- 8.45% |
$96.8K - $106K
|
36.4K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.42K- 5.06% |
$98.8K - $108K
|
64.2K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.43KClosed |
$99K - $108K
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
SELL
|
- |
-3.6K- 6.29% |
$104K - $113K
|
53.6K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.66K- 33.31% |
$105K - $115K
|
7.32K
$255K
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-3.81K- 6.83% |
$110K - $120K
|
52K
$1.81M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.83K- 5.35% |
$139K - $152K
|
85.6K
$2.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-5.39K- 3.12% |
$155K - $170K
|
167K
$5.83M
|
|
|
Jan 05, 2024
Q4 2023
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-5.5K- 12.82% |
$159K - $173K
|
37.4K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.63K- 6.99% |
$162K - $177K
|
75K
$2.61M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-5.65K- 11.39% |
$163K - $178K
|
44K
$1.53M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-6.7K- 2.82% |
$193K - $211K
|
231K
$8.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-7.1K- 25.59% |
$205K - $224K
|
20.7K
$720K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.2K- 12.52% |
$208K - $227K
|
50.3K
$1.76M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-8K- 3.54% |
$231K - $252K
|
218K
$7.59M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-8.08K- 13.7% |
$233K - $254K
|
50.9K
$1.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-8.24K- 27.91% |
$238K - $259K
|
21.3K
$742K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-10.7K- 30.83% |
$308K - $336K
|
23.9K
$834K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-10.8K- 27.21% |
$310K - $339K
|
28.8K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.3K- 8.42% |
$325K - $355K
|
123K
$4.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-12.5K- 4.25% |
$361K - $394K
|
282K
$9.84M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.6K- 57.04% |
$364K - $397K
|
9.49K
$331K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-12.9K- 11.34% |
$373K - $408K
|
101K
$3.53M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.2K- 98.06% |
$379K - $414K
|
260
$9.07K
|