Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
815K+ 674.54% |
$22.7M - $23.9M
|
936K
$33.3M
|
|
Apr 21, 2023
Q1 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
812KNew |
$22.7M - $23.8M
|
812K
$28.9M
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
631K+ 2645.5% |
$17.6M - $18.5M
|
655K
$23.3M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
229K+ 45.33% |
$6.38M - $6.7M
|
734K
$26.1M
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
159KNew |
$4.44M - $4.66M
|
159K
$5.67M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
137K+ 32.47% |
$3.82M - $4.01M
|
559K
$19.9M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
132K+ 50.97% |
$3.69M - $3.88M
|
392K
$14M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
83.5K+ 81.74% |
$2.33M - $2.45M
|
186K
$6.61M
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
75.9K+ 15.0% |
$2.12M - $2.22M
|
582K
$20.7M
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
52.3K+ 108.43% |
$1.46M - $1.53M
|
101K
$3.58M
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
48K+ 49.02% |
$1.34M - $1.41M
|
146K
$5.2M
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
43.2KNew |
$1.2M - $1.26M
|
43.2K
$1.54M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.8KNew |
$1.16M - $1.22M
|
41.8K
$1.49M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
13.5KNew |
$377K - $396K
|
13.5K
$481K
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
BUY
|
- |
10.8KNew |
$302K - $317K
|
10.8K
$386K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.7KNew |
$299K - $314K
|
10.7K
$382K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.6KNew |
$296K - $311K
|
10.6K
$378K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
9.87KNew |
$275K - $289K
|
9.87K
$352K
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
9.84KNew |
$275K - $288K
|
9.84K
$351K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.16K+ 37.77% |
$228K - $239K
|
29.8K
$1.06M
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
8.11K+ 80.49% |
$226K - $238K
|
18.2K
$648K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.58K+ 39.99% |
$212K - $222K
|
26.5K
$945K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7.55KNew |
$211K - $221K
|
7.55K
$269K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.3K+ 8.52% |
$148K - $155K
|
67.5K
$2.41M
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.88K+ 21.83% |
$136K - $143K
|
27.2K
$970K
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4.62KNew |
$129K - $135K
|
4.62K
$165K
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4.46K+ 82.5% |
$125K - $131K
|
9.87K
$352K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.11K+ 7.59% |
$115K - $121K
|
58.3K
$2.08M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.55K+ 21.57% |
$99K - $104K
|
20K
$712K
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.68K+ 9.68% |
$74.7K - $78.4K
|
30.3K
$1.08M
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.57K+ 23.74% |
$71.6K - $75.2K
|
13.4K
$477K
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.5K+ 2.83% |
$69.8K - $73.3K
|
90.7K
$3.23M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
1.79K+ 1.17% |
$49.8K - $52.3K
|
154K
$5.49M
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.59K+ 11.35% |
$44.2K - $46.4K
|
15.5K
$554K
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.34K+ 1.27% |
$37.5K - $39.4K
|
107K
$3.82M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.25K+ 2.31% |
$35K - $36.7K
|
55.5K
$1.98M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.22K+ 2.29% |
$34.1K - $35.9K
|
54.6K
$1.95M
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1KNew |
$27.9K - $29.3K
|
1K
$35.6K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
860+ 3.71% |
$24K - $25.2K
|
24K
$856K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
800+ 114.12% |
$22.3K - $23.4K
|
1.5K
$53.5K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
720New |
$20.1K - $21.1K
|
720
$25.6K
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
696+ 9.2% |
$19.4K - $20.4K
|
8.26K
$294K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
575New |
$16K - $16.8K
|
575
$20.5K
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
168+ 0.42% |
$4.69K - $4.92K
|
40K
$1.42M
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
153+ 0.3% |
$4.27K - $4.48K
|
51.5K
$1.83M
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
45+ 0.11% |
$1.26K - $1.32K
|
40.8K
$1.45M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-35- 0.29% |
$977 - $1.03K
|
12K
$429K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-70- 0.57% |
$1.95K - $2.05K
|
12.1K
$432K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-174- 0.82% |
$4.85K - $5.1K
|
21.1K
$751K
|