Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
204KNew |
$7.15M - $7.36M
|
204K
$7.42M
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
30.3KNew |
$1.06M - $1.09M
|
30.3K
$1.1M
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
16.7KNew |
$585K - $602K
|
16.7K
$607K
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
15.4KNew |
$542K - $557K
|
15.4K
$562K
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
14.3KNew |
$503K - $518K
|
14.3K
$522K
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.69KNew |
$340K - $350K
|
9.69K
$352K
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
9.08KNew |
$319K - $328K
|
9.08K
$330K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.47KNew |
$262K - $269K
|
7.47K
$272K
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
5.6KNew |
$196K - $202K
|
5.6K
$204K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.2KNew |
$77K - $79.2K
|
2.2K
$79.9K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.62KNew |
$56.7K - $58.3K
|
1.62K
$58.8K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
174+ 1.16% |
$6.1K - $6.28K
|
15.1K
$550K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
125New |
$4.38K - $4.51K
|
125
$4.55K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
107+ 0.32% |
$3.75K - $3.86K
|
34.1K
$1.24M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
54+ 0.58% |
$1.89K - $1.95K
|
9.45K
$344K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2- 0.01% |
$70.1 - $72.2
|
18K
$656K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.02% |
$70.1 - $72.2
|
11.3K
$412K
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-15- 0.06% |
$526 - $541
|
25.7K
$936K
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-27- 0.15% |
$947 - $974
|
18.3K
$664K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-76- 1.18% |
$2.67K - $2.74K
|
6.34K
$231K
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-106- 0.39% |
$3.72K - $3.82K
|
27.1K
$986K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-241- 0.27% |
$8.45K - $8.7K
|
87.7K
$3.19M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-253- 1.35% |
$8.87K - $9.13K
|
18.5K
$672K
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-288- 3.69% |
$10.1K - $10.4K
|
7.52K
$273K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-535- 7.37% |
$18.8K - $19.3K
|
6.72K
$245K
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-640- 2.01% |
$22.4K - $23.1K
|
31.3K
$1.14M
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-663- 5.52% |
$23.3K - $23.9K
|
11.4K
$413K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-684- 3.65% |
$24K - $24.7K
|
18.1K
$657K
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-975- 13.32% |
$34.2K - $35.2K
|
6.35K
$231K
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1.08K- 3.0% |
$37.9K - $39K
|
35K
$1.27M
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.13K- 3.14% |
$39.5K - $40.7K
|
34.8K
$1.27M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.43K- 1.63% |
$50.1K - $51.5K
|
86K
$3.13M
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.48K- 1.33% |
$51.7K - $53.2K
|
109K
$3.98M
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.68K- 3.07% |
$59.1K - $60.8K
|
53.2K
$1.94M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.02K- 5.46% |
$70.8K - $72.9K
|
35K
$1.27M
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.27K- 5.08% |
$79.5K - $81.8K
|
42.4K
$1.54M
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.59K- 21.22% |
$90.9K - $93.6K
|
9.62K
$350K
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-2.65K- 2.88% |
$92.9K - $95.6K
|
89.4K
$3.25M
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.74K- 5.27% |
$96.1K - $98.9K
|
49.3K
$1.79M
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.88K- 1.71% |
$101K - $104K
|
165K
$6M
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.22K- 5.54% |
$113K - $116K
|
54.9K
$2M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.34K- 15.12% |
$152K - $156K
|
24.3K
$886K
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.65K- 10.88% |
$198K - $204K
|
46.3K
$1.68M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.7K- 6.44% |
$200K - $206K
|
82.8K
$3.01M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.96K- 35.88% |
$209K - $215K
|
10.6K
$387K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.54K- 8.8% |
$265K - $272K
|
78.2K
$2.84M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-7.87K- 36.84% |
$276K - $284K
|
13.5K
$491K
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-8K- 7.04% |
$281K - $289K
|
106K
$3.84M
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-8.11K- 11.54% |
$285K - $293K
|
62.2K
$2.26M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.31K- 49.32% |
$291K - $300K
|
8.54K
$311K
|