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
$7.41M
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
14.3KNew |
$503K - $518K
|
14.3K
$522K
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
9.08KNew |
$319K - $328K
|
9.08K
$330K
|
|
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
$79.8K
|
|
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
$343K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2- 0.02% |
$70.1 - $72.2
|
11.3K
$411K
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-15- 0.06% |
$526 - $541
|
25.7K
$935K
|
|
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
$985K
|
|
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
$244K
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-663- 5.52% |
$23.3K - $23.9K
|
11.4K
$413K
|
|
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
$1.93M
|
|
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 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.88K- 1.71% |
$101K - $104K
|
165K
$5.99M
|
|
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
$490K
|
|
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 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-14.7K- 9.09% |
$516K - $531K
|
147K
$5.35M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-66.9K- 27.52% |
$2.34M - $2.41M
|
176K
$6.4M
|