Purchases and Sales Made in Q3 2022 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 2022. 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 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-680- 1.86% |
$18.2K - $20.1K
|
35.8K
$1.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-696- 0.05% |
$18.7K - $20.5K
|
1.53M
$55.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-884- 1.88% |
$23.7K - $26.1K
|
46.2K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.36K- 4.52% |
$36.4K - $40.1K
|
28.8K
$1.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.7K- 2.19% |
$45.6K - $50.1K
|
75.7K
$2.75M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.86K- 2.9% |
$49.7K - $54.7K
|
62.1K
$2.26M
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.07K- 20.24% |
$55.6K - $61.1K
|
8.17K
$297K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.08K- 2.09% |
$82.6K - $90.9K
|
144K
$5.25M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.5K- 6.4% |
$93.7K - $103K
|
51.1K
$1.86M
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-4.32K- 41.82% |
$116K - $127K
|
6.01K
$218K
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.65K- 9.79% |
$124K - $137K
|
42.8K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.97K- 28.43% |
$160K - $176K
|
15K
$546K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.14K- 9.62% |
$165K - $181K
|
57.7K
$2.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13K- 36.36% |
$348K - $383K
|
22.7K
$827K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.9K- 4.58% |
$508K - $559K
|
395K
$14.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-30.9K- 19.04% |
$827K - $910K
|
131K
$4.77M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-39.7K- 21.3% |
$1.06M - $1.17M
|
147K
$5.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-83.1K- 56.55% |
$2.23M - $2.45M
|
63.8K
$2.32M
|
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO
|
SELL
|
- |
-222K- 69.37% |
$5.95M - $6.54M
|
98K
$3.56M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-269K- 84.88% |
$7.21M - $7.94M
|
48K
$1.74M
|