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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
15.7KNew |
$446K - $470K
|
15.7K
$567K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
15.6K+ 72.92% |
$441K - $465K
|
36.9K
$1.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
14.3K+ 103.82% |
$404K - $426K
|
28K
$1.01M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
14.2KNew |
$401K - $423K
|
14.2K
$511K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.1KNew |
$370K - $390K
|
13.1K
$470K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.8K+ 291.69% |
$364K - $384K
|
17.3K
$621K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
12.3KNew |
$347K - $366K
|
12.3K
$442K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
11.8KNew |
$335K - $353K
|
11.8K
$426K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.2K+ 101.98% |
$317K - $335K
|
22.2K
$800K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10.7K+ 141.92% |
$303K - $320K
|
18.3K
$657K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
10.7KNew |
$303K - $319K
|
10.7K
$385K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10KNew |
$284K - $300K
|
10K
$361K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
9.65KNew |
$273K - $288K
|
9.65K
$348K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.55K+ 13.53% |
$270K - $285K
|
80.1K
$2.89M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
9.44K+ 20.81% |
$267K - $282K
|
54.8K
$1.97M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.38KNew |
$266K - $280K
|
9.38K
$338K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
8.18KNew |
$232K - $244K
|
8.18K
$295K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
7.83KNew |
$222K - $234K
|
7.83K
$282K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.78KNew |
$220K - $232K
|
7.78K
$280K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.73K+ 28.12% |
$219K - $231K
|
35.2K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.13KNew |
$202K - $213K
|
7.13K
$257K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.06KNew |
$200K - $211K
|
7.06K
$254K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7K+ 35.0% |
$198K - $209K
|
27K
$972K
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
6.98KNew |
$198K - $208K
|
6.98K
$251K
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6.84KNew |
$194K - $204K
|
6.84K
$247K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
6.48KNew |
$183K - $193K
|
6.48K
$233K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.41K+ 534.08% |
$181K - $191K
|
7.61K
$274K
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6.07K+ 16.28% |
$172K - $181K
|
43.4K
$1.56M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.65K+ 8.36% |
$160K - $169K
|
73.2K
$2.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.03K+ 20.93% |
$142K - $150K
|
29K
$1.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.98K+ 111.53% |
$141K - $149K
|
9.45K
$340K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.75KNew |
$134K - $142K
|
4.75K
$171K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.63K+ 26.05% |
$131K - $138K
|
22.4K
$807K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.5KNew |
$127K - $134K
|
4.5K
$162K
|
|
|
Aug 03, 2023
Q2 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
3.9KNew |
$110K - $116K
|
3.9K
$140K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.8KNew |
$108K - $113K
|
3.8K
$137K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.76K+ 8.0% |
$107K - $112K
|
50.8K
$1.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
3.76K+ 73.44% |
$106K - $112K
|
8.88K
$320K
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.5K+ 34.03% |
$99K - $104K
|
13.8K
$496K
|
|
|
Jul 11, 2023
Q2 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
3.22K+ 44.86% |
$91.1K - $96.1K
|
10.4K
$374K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.2K+ 14.47% |
$90.5K - $95.4K
|
25.3K
$911K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.7KNew |
$76.4K - $80.6K
|
2.7K
$97.3K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.64K+ 24.57% |
$74.7K - $78.7K
|
13.4K
$482K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
2.44K+ 5.98% |
$69.1K - $72.8K
|
43.2K
$1.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
2.44K+ 20.7% |
$68.9K - $72.7K
|
14.2K
$511K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.1K+ 19.17% |
$59.5K - $62.8K
|
13.1K
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2K+ 8.01% |
$56.7K - $59.8K
|
27K
$972K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.73K+ 19.5% |
$49.1K - $51.7K
|
10.6K
$383K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.69K+ 8.66% |
$47.9K - $50.5K
|
21.2K
$765K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.56K+ 1.35% |
$44.2K - $46.6K
|
117K
$4.23M
|