Who owns Innovator Etfs Tr s&p 500 pwr bu?
- Ticker: PDEC
- CUSIP Number: 45782c540
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Analyze quarterly positions in Innovator Etfs Tr s&p 500 pwr bu with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Innovator Etfs Tr s&p 500 pwr bu this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Alliancebernstein | 5.0M | $188M | -4% | Jun 2024 |
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Penserra Capital Management | 1.0M | $39M | 6% | Sep 2024 |
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Kovitz Investment Group Partners | 977k | $37k | -3% | Sep 2024 |
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Advisor Group Holdings | 614k | $24M | 15% | Sep 2024 |
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HighTower Advisors | 542k | $20M | -12% | Jun 2024 |
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Commonwealth Equity Services | 499k | $19M | -7% | Sep 2024 |
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Stephens | 383k | $15M | 0% | Sep 2024 |
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William Blair $ Company | 379k | $15M | 0% | Sep 2024 |
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Envestnet Asset Management | 377k | $14M | 8% | Sep 2024 |
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LPL Financial | 323k | $12M | 1% | Sep 2024 |
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Cetera Investment Advisers | 322k | $12M | -50% | Jun 2024 |
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Branch Banking & Trust Company | 289k | $11M | -2% | Jun 2024 |
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Brookstone Capital Management | 253k | $9.7M | -6% | Sep 2024 |
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Raymond James Financial Services Advisors | 247k | $9.5M | -12% | Sep 2024 |
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Foundations Investment Advisors | 243k | $9.3M | 0% | Sep 2024 |
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Kestra Advisory Services | 238k | $9.1M | -11% | Sep 2024 |
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MBL Wealth | 232k | $8.7M | -36% | Jun 2024 |
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Global Strategic Investment Solutions | 230k | $8.8M | -30% | Sep 2024 |
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Pathstone Holdings | 212k | $8.4M | 93% | Sep 2024 |
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Weaver Capital Management | 189k | $7.2M | 0% | Sep 2024 |
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Beacon Pointe Advisors | 187k | $7.2M | -1% | Sep 2024 |
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Jane Street | 160k | $6.1M | 540% | Sep 2024 |
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Cambridge Investment Research Advisors | 151k | $5.8M | -4% | Sep 2024 |
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Townsquare Capital | 126k | $4.8M | -28% | Sep 2024 |
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BKD Wealth Advisors | 118k | $4.4M | -2% | Jun 2024 |
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HB Wealth Management | 118k | $4.5M | 0% | Sep 2024 |
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Gill Capital Partners | 112k | $4.3M | -5% | Sep 2024 |
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AE Wealth Management | 110k | $4.2M | -4% | Sep 2024 |
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Castle Rock Wealth Management | 94k | $3.6M | -1% | Sep 2024 |
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Wealth Enhancement Advisory Services | 93k | $3.5M | 3% | Jun 2024 |
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Janney Montgomery Scott | 89k | $3.4M | -17% | Sep 2024 |
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Mml Investors Services | 86k | $3.3M | -9% | Sep 2024 |
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Yarger Wealth Strategies | 78k | $3.0M | 0% | Sep 2024 |
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Goss Wealth Management | 74k | $2.8M | 0% | Jun 2024 |
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RFG Advisory | 74k | $2.8M | 21% | Sep 2024 |
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Kfg Wealth Management | 72k | $2.8M | -6% | Sep 2024 |
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Compass Advisory Group | 72k | $2.7M | -3% | Sep 2024 |
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Steward Partners Investment Advisory | 70k | $2.6M | 0% | Jun 2024 |
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Milestone Asset Management | 66k | $2.5M | -1% | Sep 2024 |
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AlphaCore Capital | 66k | $2.5M | 0% | Sep 2024 |
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CoreCap Advisors | 65k | $2.5M | -1% | Sep 2024 |
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BCS Wealth Management | 54k | $2.1M | -2% | Sep 2024 |
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Outlook Wealth Advisors | 52k | $2.0M | 1% | Sep 2024 |
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Diligent Investors | 51k | $2.0M | -1% | Sep 2024 |
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Atria Wealth Solutions | 49k | $1.9M | -4% | Sep 2024 |
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Atticus Wealth Management | 48k | $1.8M | 0% | Sep 2024 |
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Resources Investment Advisors | 45k | $1.7M | -1% | Sep 2024 |
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Weaver Consulting Group | 43k | $1.6M | 0% | Sep 2024 |
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CRA Financial Services | 42k | $1.6M | -11% | Sep 2024 |
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Citadel Advisors | 41k | $1.6M | 74% | Sep 2024 |
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MAI Wealth Advisors | 38k | $1.5M | -2% | Sep 2024 |
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Retirement Income Solutions | 37k | $1.4M | -19% | Sep 2024 |
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Old Mission Capital | 35k | $1.3M | 100% | Jun 2024 |
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BCJ Capital Management | 33k | $1.2M | 0% | Jun 2024 |
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Chris Bulman | 32k | $1.2M | 5% | Sep 2024 |
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Pinnacle Wealth Management Group | 31k | $1.2M | -7% | Sep 2024 |
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Advisory Services Network | 31k | $1.2M | 0% | Sep 2024 |
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Raymond James & Associates | 30k | $1.2M | -10% | Sep 2024 |
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Wealth Alliance | 30k | $1.1M | 0% | Sep 2024 |
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ValMark Advisers | 29k | $1.1M | -2% | Sep 2024 |
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Brown Wealth Management | 28k | $1.1M | -16% | Jun 2024 |
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Nations Financial Group | 28k | $1.1M | 19% | Sep 2024 |
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Advisory Alpha | 28k | $1.1M | 0% | Sep 2024 |
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City Holding | 27k | $1.0M | 0% | Sep 2024 |
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Southland Equity Partners | 26k | $997k | -1% | Sep 2024 |
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Long Island Wealth Management | 26k | $958k | 0% | Jun 2024 |
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Patriot Financial Group Insurance Agency | 26k | $978k | -3% | Sep 2024 |
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Change Path | 21k | $814k | 0% | Sep 2024 |
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Jacobi Capital Management | 21k | $797k | 100% | Jun 2024 |
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ARS Wealth Advisors Group | 21k | $814k | -6% | Sep 2024 |
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Visionary Wealth Advisors | 21k | $813k | 0% | Sep 2024 |
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H D Vest Advisory Services | 21k | $784k | 0% | Jun 2024 |
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Continuum Advisory | 21k | $804k | -1% | Sep 2024 |
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Orion Capital Management | 21k | $785k | 0% | Sep 2024 |
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Tradition Wealth Management | 20k | $778k | -8% | Sep 2024 |
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AdvisorNet Financial | 20k | $766k | 0% | Sep 2024 |
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Captrust Financial Advisors | 20k | $745k | 0% | Sep 2024 |
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IFP Advisors | 19k | $727k | 2% | Jun 2024 |
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FSA Advisors | 19k | $736k | -1% | Sep 2024 |
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Firestone Capital Management | 19k | $694k | 16% | Jun 2024 |
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National Asset Management | 18k | $687k | 121% | Jun 2024 |
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Csenge Advisory Group | 18k | $694k | -1% | Sep 2024 |
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Sigma Planning | 18k | $680k | -41% | Sep 2024 |
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Hrt Financial | 18k | $671k | 100% | Sep 2024 |
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Diversify Advisory Services | 18k | $672k | 0% | Sep 2024 |
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Wedbush Morgan Securities | 16k | $629k | -9% | Sep 2024 |
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Sugarloaf Wealth Management | 16k | $623k | -11% | Sep 2024 |
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Strategic Blueprint | 16k | $611k | -21% | Sep 2024 |
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Bellwether Advisors | 16k | $607k | -76% | Sep 2024 |
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Cornerstone Wealth Group | 16k | $595k | 0% | Sep 2024 |
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Susquehanna International | 15k | $591k | 100% | Sep 2024 |
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Horan Capital Advisors | 15k | $582k | -21% | Sep 2024 |
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AQR Capital Management | 15k | $562k | 100% | Sep 2024 |
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Evolution Wealth Advisors | 14k | $548k | 0% | Sep 2024 |
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SRS Capital Advisors | 14k | $526k | 0% | Sep 2024 |
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Waterloo Capital | 14k | $506k | 0% | Jun 2024 |
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Spire Wealth Management | 13k | $512k | 0% | Sep 2024 |
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HPM Partners | 13k | $508k | 0% | Sep 2024 |
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Colony | 13k | $492k | -11% | Sep 2024 |
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Mercer Global Advisors | 13k | $471k | -62% | Jun 2024 |
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Crown Wealth Group | 12k | $456k | -1% | Sep 2024 |
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Modera Wealth Management | 12k | $442k | 0% | Sep 2024 |
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DHJJ Financial Advisors | 11k | $434k | -15% | Sep 2024 |
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Cypress Financial Planning | 11k | $434k | -10% | Sep 2024 |
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WPWealth | 11k | $429k | -21% | Sep 2024 |
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Keystone Wealth Services | 11k | $402k | -60% | Sep 2024 |
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Harbour Investments | 10k | $390k | 0% | Sep 2024 |
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Integrated Wealth Concepts | 10k | $389k | 0% | Sep 2024 |
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Cypress Wealth Services | 9.9k | $378k | 0% | Sep 2024 |
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Soltis Investment Advisors | 9.7k | $372k | 0% | Sep 2024 |
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Phoenix Wealth Advisors | 9.6k | $366k | 0% | Sep 2024 |
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Coldstream Capital Management | 9.3k | $356k | 100% | Sep 2024 |
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Certified Advisory Corp | 9.1k | $349k | 0% | Sep 2024 |
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Valtinson Bruner Financial Planning | 9.0k | $343k | -4% | Sep 2024 |
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Ausdal Financial Partners | 8.3k | $319k | 0% | Sep 2024 |
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Belpointe Asset Management | 8.3k | $312k | 2% | Jun 2024 |
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Annis Gardner Whiting Capital Advisors | 8.1k | $305k | 0% | Jun 2024 |
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CI Private Wealth | 8.1k | $309k | 11% | Sep 2024 |
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XML Financial | 8.0k | $305k | -15% | Sep 2024 |
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Focus Financial Network | 7.4k | $285k | -33% | Sep 2024 |
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TCTC Holdings | 7.3k | $279k | 100% | Sep 2024 |
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Mutual Advisors | 7.2k | $278k | -1% | Sep 2024 |
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Gladstone Institutional Advisory | 7.2k | $276k | 100% | Sep 2024 |
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Sound View Wealth Advisors Group | 7.1k | $272k | -12% | Sep 2024 |
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Chicago Partners Investment | 7.1k | $274k | 0% | Sep 2024 |
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Clay Northam Wealth Management | 7.1k | $264k | 0% | Jun 2024 |
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Greenup Street Wealth Management | 7.0k | $268k | 100% | Sep 2024 |
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PCA Investment Advisory Services | 6.8k | $261k | 0% | Sep 2024 |
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U.S. Capital Wealth Advisors | 6.8k | $260k | 5% | Sep 2024 |
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Sunbelt Securities | 6.4k | $246k | 0% | Sep 2024 |
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Beacon Financial Advisory | 6.0k | $231k | 0% | Sep 2024 |
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Bedel Financial Consulting | 5.9k | $226k | -9% | Sep 2024 |
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Brown Brothers Harriman & Co. | 5.8k | $216k | 0% | Jun 2024 |
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BCGM Wealth Management | 5.8k | $220k | -13% | Sep 2024 |
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Nikulski Financial | 5.6k | $213k | 0% | Sep 2024 |
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Hubbell Strickland Wealth Management | 5.2k | $200k | 100% | Sep 2024 |
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Cape Investment Advisory | 5.2k | $195k | 0% | Jun 2024 |
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CWM | 5.1k | $195k | -3% | Sep 2024 |
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Benjamin F. Edwards & Company | 5.0k | $188k | 0% | Jun 2024 |
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Financial Network Wealth Advisors | 4.1k | $158k | 0% | Sep 2024 |
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Archer Investment Corp | 4.1k | $157k | 0% | Sep 2024 |
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Jpmorgan Chase & Co | 2.6k | $100k | -18% | Sep 2024 |
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Principal Securities | 2.5k | $95k | -20% | Sep 2024 |
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Blue Bell Private Wealth Management | 2.4k | $90k | 0% | Sep 2024 |
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EverSource Wealth Advisors | 2.0k | $76k | 0% | Sep 2024 |
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Wagner Wealth Management | 2.0k | $76k | 0% | Sep 2024 |
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Hanson McClain Advisors | 1.8k | $69k | 0% | Sep 2024 |
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Evergreen Private Wealth | 1.8k | $68k | 0% | Sep 2024 |
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Creative Financial Designs | 1.3k | $48k | 0% | Sep 2024 |
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Stuart Chaussee & Associates | 1.1k | $41k | 100% | Jun 2024 |
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Who sold out of Innovator Etfs Tr s&p 500 pwr bu?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Pillar Wealth Advisors | Mar 2024 | 64k | $2.3M |
Ameritas Advisory Services | Jun 2024 | 27k | $1.0M |
Hartland & Co | Jun 2024 | 26k | $981k |
Frank. Day | Jun 2024 | 23k | $859k |
Tfo-tdc | Jun 2024 | 8.7k | $327k |
Signature Estate and Investment Advisors | Jun 2024 | 8.3k | $310k |
Frisch Financial Group | Jun 2024 | 8.2k | $306k |
Mitchell Capital Management | Jun 2024 | 8.0k | $299k |
Axxcess Wealth Management | Jun 2024 | 7.6k | $283k |
Level Four Advisory Services | Mar 2024 | 6.2k | $219k |
Bullseye Investment Management | Mar 2024 | 5.7k | $207k |
Feltz Wealth PLAN | Jun 2024 | 5.4k | $203k |
Cardinal Point Capital Management, ULC | Jun 2024 | 5.4k | $203k |
Royal Bank of Canada | Jun 2024 | 1.7k | $64k |
Emerald Investment Partners | Jun 2024 | 1.4k | $53k |