Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
232K+ 351.51% |
$7.25M - $7.54M
|
298K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
79.5K+ 8.31% |
$2.49M - $2.58M
|
1.04M
$37.7M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
40.3K+ 71.79% |
$1.26M - $1.31M
|
96.3K
$3.5M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.4K+ 65.26% |
$1.17M - $1.21M
|
94.6K
$3.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
25.9KNew |
$809K - $840K
|
25.9K
$940K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
25.7K+ 342.84% |
$803K - $834K
|
33.2K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.8KNew |
$774K - $804K
|
24.8K
$900K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
20.5K+ 52.58% |
$640K - $665K
|
59.4K
$2.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
15.2KNew |
$475K - $493K
|
15.2K
$552K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.6KNew |
$425K - $442K
|
13.6K
$494K
|
|
|
Apr 02, 2024
Q1 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
13.2K+ 25.74% |
$411K - $427K
|
64.3K
$2.34M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.9KNew |
$340K - $353K
|
10.9K
$396K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.55K+ 93.87% |
$267K - $278K
|
17.7K
$642K
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
6.12KNew |
$191K - $199K
|
6.12K
$223K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5.42K+ 6.15% |
$169K - $176K
|
93.5K
$3.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
5.36K+ 78.29% |
$167K - $174K
|
12.2K
$444K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.65K+ 39.27% |
$82.7K - $85.9K
|
9.38K
$341K
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
2.24K+ 29.13% |
$70.1K - $72.9K
|
9.94K
$361K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.14KNew |
$66.7K - $69.3K
|
2.14K
$77.6K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.79K+ 13.75% |
$56K - $58.2K
|
14.8K
$539K
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.3K+ 16.26% |
$40.6K - $42.2K
|
9.29K
$338K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.05KNew |
$32.7K - $34K
|
1.05K
$38K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
754+ 0.33% |
$23.6K - $24.5K
|
231K
$8.4M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
523New |
$16.3K - $17K
|
523
$19K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
523New |
$16.3K - $17K
|
523
$19K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
523New |
$16.3K - $17K
|
523
$19K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
175New |
$5.47K - $5.68K
|
175
$6.36K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
59+ 0.65% |
$1.84K - $1.92K
|
9.11K
$331K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-40- 0.07% |
$1.25K - $1.3K
|
56.6K
$2.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-89- 0.35% |
$2.78K - $2.89K
|
25.7K
$933K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-100- 0.55% |
$3.13K - $3.25K
|
18K
$656K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-100- 0.55% |
$3.13K - $3.25K
|
18.1K
$657K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-105- 0.07% |
$3.28K - $3.41K
|
158K
$5.73M
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-134- 0.98% |
$4.19K - $4.35K
|
13.6K
$494K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-160- 1.28% |
$5K - $5.2K
|
12.3K
$448K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-211- 0.47% |
$6.6K - $6.85K
|
45K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-219- 0.57% |
$6.85K - $7.11K
|
38.1K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-300- 2.49% |
$9.38K - $9.74K
|
11.8K
$427K
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-303- 2.22% |
$9.47K - $9.84K
|
13.3K
$485K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-305- 2.86% |
$9.53K - $9.91K
|
10.3K
$376K
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-322- 0.77% |
$10.1K - $10.5K
|
41.3K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-348- 2.54% |
$10.9K - $11.3K
|
13.4K
$486K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-350- 2.12% |
$10.9K - $11.4K
|
16.2K
$587K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-405- 1.34% |
$12.7K - $13.2K
|
29.9K
$1.09M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-415- 6.14% |
$13K - $13.5K
|
6.34K
$231K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-420- 70.47% |
$13.1K - $13.6K
|
176
$6.4K
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-575- 4.92% |
$18K - $18.7K
|
11.1K
$404K
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-620- 3.17% |
$19.4K - $20.1K
|
18.9K
$688K
|
|
|
Apr 01, 2024
Q1 2024
|
Michael S. Ryan, Inc.
Albany, NY |
SELL
|
- |
-640- 1.71% |
$20K - $20.8K
|
36.7K
$1.34M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-661- 2.65% |
$20.7K - $21.5K
|
24.3K
$884K
|