Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
46+ 0.22% |
$1.49K - $1.57K
|
21.3K
$767K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
45+ 0.12% |
$1.46K - $1.54K
|
37K
$1.33M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
33New |
$1.07K - $1.13K
|
33
$1.19K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
16+ 0.24% |
$520 - $546
|
6.67K
$240K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-43- 2.5% |
$1.4K - $1.47K
|
1.68K
$60.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-90- 0.06% |
$2.92K - $3.07K
|
158K
$5.68M
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-214- 1.6% |
$6.95K - $7.31K
|
13.1K
$473K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-232- 2.24% |
$7.53K - $7.92K
|
10.1K
$364K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-293- 1.04% |
$9.51K - $10K
|
28K
$1.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-428- 4.95% |
$13.9K - $14.6K
|
8.22K
$296K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-500- 2.52% |
$16.2K - $17.1K
|
19.4K
$698K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-599- 4.52% |
$19.4K - $20.5K
|
12.6K
$455K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-683- 2.37% |
$22.2K - $23.3K
|
28.1K
$1.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-812- 2.85% |
$26.4K - $27.7K
|
27.6K
$996K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-860- 6.97% |
$27.9K - $29.4K
|
11.5K
$413K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-980- 1.04% |
$31.8K - $33.5K
|
93.6K
$3.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.16K- 5.85% |
$37.8K - $39.8K
|
18.7K
$675K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.22K- 24.47% |
$39.6K - $41.7K
|
3.77K
$136K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.4K- 12.1% |
$45.5K - $47.9K
|
10.2K
$367K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.57K- 3.0% |
$50.8K - $53.5K
|
50.7K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1.7K- 4.46% |
$55.2K - $58.1K
|
36.4K
$1.31M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.77K- 11.91% |
$57.3K - $60.3K
|
13.1K
$470K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.97K- 8.53% |
$63.8K - $67.1K
|
21.1K
$759K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.21K- 9.41% |
$71.8K - $75.5K
|
21.3K
$767K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-2.34K- 10.04% |
$76.1K - $80K
|
21K
$757K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.64K- 4.54% |
$85.8K - $90.3K
|
55.6K
$2M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-2.78K- 10.83% |
$90.2K - $94.9K
|
22.9K
$824K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.4K- 23.0% |
$110K - $116K
|
11.4K
$410K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.68K- 7.88% |
$120K - $126K
|
43K
$1.55M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.82K- 28.05% |
$124K - $130K
|
9.8K
$353K
|
|
|
Jul 02, 2024
Q2 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-3.97K- 6.18% |
$129K - $136K
|
60.3K
$2.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4.17K- 23.94% |
$136K - $143K
|
13.3K
$478K
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-5.2K- 5.66% |
$169K - $178K
|
86.6K
$3.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-5.2K- 28.83% |
$169K - $178K
|
12.8K
$462K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.22K- 16.83% |
$169K - $178K
|
25.8K
$929K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-5.54K- 23.14% |
$180K - $189K
|
18.4K
$662K
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-5.78K- 11.34% |
$188K - $197K
|
45.1K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-6.55K- 12.16% |
$213K - $224K
|
47.3K
$1.7M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.87K- 2.31% |
$223K - $235K
|
291K
$10.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-14.8K- 12.85% |
$482K - $507K
|
101K
$3.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.1K- 64.87% |
$522K - $549K
|
8.7K
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-20.1K- 60.48% |
$651K - $685K
|
13.1K
$472K
|