Institutional Ownership 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). We have compiled data on the 177 institutions that hold shares in the stock, with a total of 12.2 Million shares, which have been reported (via 13F filing form) to have a value of $444 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
10,026
shares
|
$364,445
0.07% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
9,944
shares
|
$361,464
0.22% of portfolio
|
Q2 2024
Added 6.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
9,935
shares
|
$361,137
0.0% of portfolio
|
Q3 2024
Reduced 23.93%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
9,878
shares
|
$359,065
0.01% of portfolio
|
Q2 2024
Added 5.3%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
9,653
shares
|
$350,886
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
9,624
shares
|
$349,832
0.23% of portfolio
|
Q4 2024
Reduced 21.22%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
9,445
shares
|
$343,325
0.01% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
9,107
shares
|
$331,039
0.2% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
9,082
shares
|
$330,130
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
8,762
shares
|
$318,498
0.13% of portfolio
|
Q2 2024
Added 6.05%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
8,700
shares
|
$316,245
0.03% of portfolio
|
Q2 2023
Reduced 50.03%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
8,582
shares
|
$311,955
0.25% of portfolio
|
Q3 2024
Reduced 28.8%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
8,495
shares
|
$308,793
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
8,474
shares
|
$308,029
0.06% of portfolio
|
Q3 2024
Reduced 16.79%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
7,838
shares
|
$284,911
0.06% of portfolio
|
Q3 2024
Reduced 38.02%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
7,673
shares
|
$278,913
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
7,589
shares
|
$275,860
0.0% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
7,517
shares
|
$273,242
0.1% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
7,321
shares
|
$266,118
0.08% of portfolio
|
Q3 2024
Reduced 59.5%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
7,318
shares
|
$266,009
0.01% of portfolio
|
Q3 2024
Reduced 90.17%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
6,724
shares
|
$244,417
0.02% of portfolio
|
Q4 2024
Reduced 7.37%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
6,344
shares
|
$230,604
0.02% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
6,318
shares
|
$229,659
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
6,290
shares
|
$228,641
0.12% of portfolio
|
Q3 2024
Reduced 19.26%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
6,125
shares
|
$222,643
0.04% of portfolio
|
Q2 2024
New holding
|