Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-502- 1.25% |
$14.8K - $15.2K
|
39.7K
$1.41M
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-545- 0.54% |
$16K - $16.5K
|
99.9K
$3.56M
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-676- 4.29% |
$19.9K - $20.4K
|
15.1K
$537K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-751- 2.13% |
$22.1K - $22.7K
|
34.5K
$1.23M
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-756- 1.78% |
$22.2K - $22.8K
|
41.7K
$1.49M
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-870- 1.54% |
$25.6K - $26.3K
|
55.8K
$1.99M
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.18K- 1.91% |
$34.6K - $35.5K
|
60.6K
$2.16M
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-1.19K- 3.41% |
$34.9K - $35.8K
|
33.6K
$1.2M
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.27K- 6.77% |
$37.3K - $38.3K
|
17.5K
$623K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.53K- 2.73% |
$45.1K - $46.3K
|
54.5K
$1.94M
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.9K- 6.88% |
$55.9K - $57.4K
|
25.8K
$917K
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.91K- 8.98% |
$56K - $57.6K
|
19.3K
$689K
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.01K- 3.29% |
$59K - $60.6K
|
59K
$2.1M
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.1K- 16.08% |
$61.8K - $63.5K
|
11K
$391K
|
|
Nov 01, 2023
Q3 2023
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-2.25K- 4.98% |
$66K - $67.8K
|
42.9K
$1.53M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.28K- 5.25% |
$66.9K - $68.7K
|
41.1K
$1.46M
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-2.69K- 23.15% |
$79K - $81.2K
|
8.93K
$318K
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-2.73K- 6.31% |
$80.1K - $82.3K
|
40.5K
$1.44M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3K- 11.13% |
$88.2K - $90.6K
|
24K
$854K
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
SELL
|
- |
-3.09K- 5.86% |
$90.8K - $93.3K
|
49.6K
$1.77M
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.49K- 2.97% |
$103K - $105K
|
114K
$4.06M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-4K- 22.41% |
$118K - $121K
|
13.8K
$493K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.15K- 4.39% |
$122K - $125K
|
90.4K
$3.22M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.4K- 3.18% |
$129K - $133K
|
134K
$4.77M
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-5.29K- 11.81% |
$156K - $160K
|
39.5K
$1.41M
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-5.4K- 38.1% |
$159K - $163K
|
8.78K
$313K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.54K- 7.57% |
$163K - $167K
|
67.6K
$2.41M
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-6.22K- 2.68% |
$183K - $188K
|
226K
$8.04M
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-6.28K- 3.51% |
$185K - $190K
|
173K
$6.15M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-8.01K- 6.55% |
$235K - $242K
|
114K
$4.07M
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-9.24K- 2.16% |
$271K - $279K
|
419K
$14.9M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.53K- 4.79% |
$280K - $288K
|
189K
$6.74M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.77K- 5.32% |
$287K - $295K
|
174K
$6.19M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.2K- 3.95% |
$299K - $308K
|
248K
$8.82M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.2K- 14.16% |
$300K - $308K
|
61.8K
$2.2M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-15.3K- 8.2% |
$451K - $463K
|
172K
$6.11M
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-16.6K- 54.91% |
$488K - $502K
|
13.6K
$486K
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-17.3K- 7.55% |
$507K - $521K
|
211K
$7.53M
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-19.6K- 54.56% |
$576K - $591K
|
16.3K
$581K
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-19.7K- 16.37% |
$578K - $594K
|
101K
$3.58M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.2K- 2.97% |
$622K - $639K
|
692K
$24.6M
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-22K- 71.85% |
$647K - $664K
|
8.62K
$307K
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO
|
SELL
|
- |
-38.1K- 39.96% |
$1.12M - $1.15M
|
57.2K
$2.04M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-38.4K- 6.07% |
$1.13M - $1.16M
|
594K
$21.2M
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-62.1K- 2.46% |
$1.82M - $1.87M
|
2.47M
$87.9M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-68.9K- 56.12% |
$2.03M - $2.08M
|
53.9K
$1.92M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-178K- 36.36% |
$5.22M - $5.36M
|
311K
$11.1M
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-183K- 58.3% |
$5.38M - $5.53M
|
131K
$4.66M
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
SELL
|
- |
-222K- 96.56% |
$6.53M - $6.71M
|
7.92K
$282K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-308K- 64.12% |
$9.05M - $9.29M
|
172K
$6.14M
|