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
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.52KNew |
$43.1K - $45.5K
|
1.52K
$54.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.32K+ 2.37% |
$37.2K - $39.3K
|
56.8K
$2.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1.28K+ 9.49% |
$36.3K - $38.2K
|
14.8K
$533K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.03KNew |
$29K - $30.6K
|
1.03K
$36.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
987+ 9.11% |
$27.9K - $29.5K
|
11.8K
$426K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
873+ 5.61% |
$24.7K - $26.1K
|
16.4K
$591K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
565New |
$16K - $16.9K
|
565
$20.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
400+ 3.34% |
$11.3K - $11.9K
|
12.4K
$445K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
342+ 7.4% |
$9.68K - $10.2K
|
4.96K
$179K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
166+ 1.37% |
$4.7K - $4.96K
|
12.3K
$443K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
36+ 3.6% |
$1.02K - $1.07K
|
1.04K
$37.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
21+ 3.65% |
$595 - $627
|
596
$21.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-36- 0.26% |
$1.02K - $1.07K
|
13.7K
$494K
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-200- 0.2% |
$5.66K - $5.97K
|
100K
$3.62M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-215- 18.1% |
$6.09K - $6.42K
|
973
$35K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-600- 3.1% |
$17K - $17.9K
|
18.8K
$676K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.21K- 1.95% |
$34.3K - $36.2K
|
61K
$2.2M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.52K- 5.0% |
$43K - $45.3K
|
28.8K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.6K- 7.27% |
$45.3K - $47.8K
|
20.4K
$735K
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.66K- 16.88% |
$47K - $49.6K
|
8.18K
$295K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.87K- 5.03% |
$53.1K - $55.9K
|
35.4K
$1.27M
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.49K- 2.75% |
$70.5K - $74.4K
|
88.2K
$3.18M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-2.72K- 7.21% |
$77.1K - $81.3K
|
35K
$1.26M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.79K- 1.74% |
$79K - $83.3K
|
158K
$5.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.19K- 30.04% |
$90.3K - $95.2K
|
7.43K
$267K
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.66K- 11.69% |
$104K - $109K
|
27.7K
$996K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.09K- 10.23% |
$116K - $122K
|
35.9K
$1.29M
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-4.38K- 9.35% |
$124K - $131K
|
42.5K
$1.53M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.19K- 24.14% |
$203K - $215K
|
22.6K
$814K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-7.97K- 69.49% |
$226K - $238K
|
3.5K
$126K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-8.71K- 50.03% |
$247K - $260K
|
8.7K
$313K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11.7K- 44.24% |
$332K - $351K
|
14.8K
$533K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-18K- 15.97% |
$509K - $536K
|
94.5K
$3.41M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-24K- 2.57% |
$680K - $717K
|
912K
$32.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-32K- 91.54% |
$907K - $956K
|
2.96K
$107K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-36.5K- 75.87% |
$1.03M - $1.09M
|
11.6K
$418K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-41.8K- 56.9% |
$1.18M - $1.25M
|
31.7K
$1.14M
|
|
|
Jul 26, 2023
Q2 2023
|
Sageworth Trust CO
|
SELL
|
- |
-50.7K- 34.72% |
$1.44M - $1.51M
|
95.3K
$3.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-82.3K- 57.13% |
$2.33M - $2.46M
|
61.7K
$2.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-550K- 74.96% |
$15.6M - $16.4M
|
184K
$6.62M
|
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-625K- 95.49% |
$17.7M - $18.7M
|
29.5K
$1.06M
|