Purchases and Sales Made in Q2 2025 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 2025. 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 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.28K+ 8.18% |
$208K - $237K
|
83K
$3.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.19KNew |
$205K - $234K
|
6.19K
$240K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.64KNew |
$187K - $213K
|
5.64K
$218K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.55KNew |
$184K - $210K
|
5.55K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.4K+ 10.88% |
$179K - $204K
|
55K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.19K+ 52.22% |
$172K - $196K
|
15.1K
$586K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
4.94K+ 1495.76% |
$163K - $187K
|
5.27K
$204K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4.47K+ 4.29% |
$148K - $169K
|
109K
$4.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.43K+ 13.07% |
$147K - $167K
|
38.3K
$1.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.61K+ 60.19% |
$119K - $136K
|
9.59K
$372K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.26K+ 26.18% |
$108K - $123K
|
15.7K
$608K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.2K+ 20.92% |
$106K - $121K
|
18.5K
$717K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
3K+ 246.84% |
$99.5K - $114K
|
4.22K
$163K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.92K+ 8.74% |
$96.6K - $110K
|
36.3K
$1.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.69K+ 12.63% |
$89.1K - $102K
|
24K
$929K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
2.53K+ 29.79% |
$83.8K - $95.6K
|
11K
$427K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.53K+ 33.82% |
$83.6K - $95.4K
|
9.99K
$387K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.45K+ 20.06% |
$81K - $92.5K
|
14.6K
$567K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.09K+ 5.76% |
$69.1K - $78.8K
|
38.3K
$1.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.88K+ 17.56% |
$62.3K - $71.2K
|
12.6K
$488K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.65K+ 16.99% |
$54.5K - $62.2K
|
11.3K
$439K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.2K+ 18.91% |
$39.7K - $45.3K
|
7.55K
$292K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.1K+ 14.38% |
$36.5K - $41.7K
|
8.78K
$340K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.07K+ 1.69% |
$35.6K - $40.6K
|
64.6K
$2.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
970+ 12.64% |
$32.1K - $36.7K
|
8.64K
$335K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
900+ 3.33% |
$29.8K - $34K
|
27.9K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
720New |
$23.8K - $27.2K
|
720
$27.9K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
690+ 10.97% |
$22.8K - $26.1K
|
6.98K
$270K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
586+ 0.3% |
$19.4K - $22.1K
|
198K
$7.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
566+ 3.44% |
$18.7K - $21.4K
|
17K
$658K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
456+ 0.95% |
$15.1K - $17.2K
|
48.6K
$1.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
427+ 6.95% |
$14.1K - $16.1K
|
6.58K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
416+ 6.58% |
$13.8K - $15.7K
|
6.73K
$261K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
350New |
$11.6K - $13.2K
|
350
$13.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
291+ 167.24% |
$9.64K - $11K
|
465
$18K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
202+ 0.55% |
$6.69K - $7.63K
|
37.1K
$1.44M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
100+ 0.73% |
$3.31K - $3.78K
|
13.7K
$531K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
25+ 0.22% |
$828 - $945
|
11.5K
$447K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
13+ 0.21% |
$430 - $491
|
6.11K
$237K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-21- 0.4% |
$695 - $794
|
5.25K
$203K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-33- 35.87% |
$1.09K - $1.25K
|
59
$2.29K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-101- 0.83% |
$3.34K - $3.82K
|
12.1K
$469K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-110- 1.49% |
$3.64K - $4.16K
|
7.27K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-135- 1.98% |
$4.47K - $5.1K
|
6.68K
$259K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-155- 0.42% |
$5.13K - $5.86K
|
36.4K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-158- 0.66% |
$5.23K - $5.97K
|
23.8K
$924K
|
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-159- 1.64% |
$5.26K - $6.01K
|
9.53K
$369K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-191- 0.56% |
$6.32K - $7.22K
|
33.7K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-200- 11.76% |
$6.62K - $7.56K
|
1.5K
$58.1K
|