Purchases and Sales Made in Q4 2025 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 2025. 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 26, 2026
Q4 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
236K+ 3126.77% |
$9.12M - $9.24M
|
243K
$9.5M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
40.7K+ 267.25% |
$1.57M - $1.59M
|
55.9K
$2.18M
|
|
|
Jan 21, 2026
Q4 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
18.4KNew |
$710K - $719K
|
18.4K
$716K
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
15.8K+ 93.68% |
$612K - $619K
|
32.7K
$1.28M
|
|
|
Jan 30, 2026
Q4 2025
|
Pacific Park Financial, Inc.
Lagina Hills, CA |
BUY
|
- |
8.83KNew |
$341K - $346K
|
8.83K
$344K
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.04KNew |
$272K - $275K
|
7.04K
$274K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
2.7KNew |
$104K - $106K
|
2.7K
$105K
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.98K+ 31.59% |
$76.4K - $77.4K
|
8.23K
$321K
|
|
|
Jan 14, 2026
Q4 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.63K+ 2.38% |
$62.9K - $63.7K
|
70K
$2.73M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
411+ 0.53% |
$15.9K - $16.1K
|
78.2K
$3.05M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
194+ 1077.78% |
$7.5K - $7.6K
|
212
$8.27K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-20- 0.28% |
$773 - $783
|
7.22K
$281K
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-25- 0.19% |
$966 - $979
|
13.2K
$516K
|
|
|
Jan 29, 2026
Q4 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-32- 0.12% |
$1.24K - $1.25K
|
27.4K
$1.07M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-125- 23.81% |
$4.83K - $4.89K
|
400
$15.6K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-128- 0.67% |
$4.95K - $5.01K
|
18.9K
$735K
|
|
|
Jan 02, 2026
Q4 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-318- 0.25% |
$12.3K - $12.4K
|
125K
$4.86M
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-365- 3.47% |
$14.1K - $14.3K
|
10.2K
$397K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-404- 1.63% |
$15.6K - $15.8K
|
24.4K
$953K
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-713- 1.87% |
$27.6K - $27.9K
|
37.5K
$1.46M
|
|
|
Jan 20, 2026
Q4 2025
|
Element Squared LLC
Minneapolis, MN |
SELL
|
- |
-906- 1.93% |
$35K - $35.5K
|
45.9K
$1.79M
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.4K- 6.47% |
$54.1K - $54.8K
|
20.2K
$789K
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.65K- 1.77% |
$63.7K - $64.5K
|
91.3K
$3.56M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.26K- 6.45% |
$87.4K - $88.5K
|
32.8K
$1.28M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.51K- 1.58% |
$96.9K - $98.1K
|
157K
$6.11M
|
|
|
Jan 26, 2026
Q4 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.9K- 8.03% |
$112K - $114K
|
33.2K
$1.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-3.21K- 1.71% |
$124K - $126K
|
184K
$7.18M
|
|
|
Jan 23, 2026
Q4 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.55K- 9.29% |
$137K - $139K
|
34.7K
$1.35M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.8K- 27.75% |
$147K - $149K
|
9.9K
$386K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.94K- 5.03% |
$152K - $154K
|
74.3K
$2.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-69.7K- 68.41% |
$2.69M - $2.73M
|
32.2K
$1.26M
|
|
|
Jan 21, 2026
Q4 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-75K- 52.44% |
$2.9M - $2.94M
|
68K
$2.65M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-125K- 75.99% |
$4.84M - $4.9M
|
39.6K
$1.54M
|
|