Who owns Innovator S&p 500 Pwr Buffer (feb) s&p 500 power?
- Ticker: PFEB
- CUSIP Number: 45782c417
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Analyze quarterly positions in Innovator S&p 500 Pwr Buffer with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Innovator S&p 500 Pwr Buffer stock
Who bought or sold Innovator S&p 500 Pwr Buffer (feb) s&p 500 power this quarter?
Fund or Company Name |
Shares Held |
Valued At |
Change in Shares |
As Of |
Actions |
|---|---|---|---|---|---|
| Alliancebernstein | 2.8M | $102M | -3% | Dec 2024 |
|
| Penserra Capital Management | 1.3M | $47M | 16% | Dec 2024 |
|
| Advisor Group Holdings | 805k | $29M | -6% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 424k | $15M | 771% | Mar 2025 |
|
| Commonwealth Equity Services | 400k | $15M | -8% | Dec 2024 |
|
| Kestra Advisory Services | 341k | $13M | 4% | Dec 2024 |
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| Raymond James Financial | 262k | $9.7M | 100% | Dec 2024 |
|
| Kovitz Investment Group Partners | 219k | $8.1M | -1% | Dec 2024 |
|
| Cetera Investment Advisers | 172k | $6.3M | -11% | Dec 2024 |
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| Southland Equity Partners | 164k | $5.9M | 12% | Mar 2025 |
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| BCS Wealth Management | 154k | $5.5M | 16% | Mar 2025 |
|
| Brookstone Capital Management | 143k | $5.3M | -11% | Dec 2024 |
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| Beacon Pointe Advisors | 135k | $5.0M | -5% | Dec 2024 |
|
| LPL Financial | 117k | $4.3M | -2% | Dec 2024 |
|
| BKD Wealth Advisors | 113k | $4.1M | -6% | Dec 2024 |
|
| HighTower Advisors | 109k | $4.0M | -2% | Dec 2024 |
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| Pensionmark Financial Group | 107k | $3.9M | 22% | Dec 2024 |
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| Castle Rock Wealth Management | 106k | $3.9M | -4% | Dec 2024 |
|
| Weaver Consulting Group | 104k | $3.8M | -1% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 103k | $3.8M | -11% | Dec 2024 |
|
| Sigma Planning | 102k | $3.8M | -3% | Dec 2024 |
|
| Stephens | 97k | $3.6M | -2% | Dec 2024 |
|
| AE Wealth Management | 93k | $3.4M | -13% | Dec 2024 |
|
| Yarger Wealth Strategies | 85k | $3.0M | 0% | Mar 2025 |
|
| McAlister, Sweet & Associates | 81k | $2.9M | 100% | Mar 2025 |
|
| Stratos Wealth Advisors | 78k | $2.9M | -1% | Dec 2024 |
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| Envestnet Asset Management | 73k | $2.7M | -52% | Dec 2024 |
|
| Chris Bulman | 73k | $2.6M | 86% | Mar 2025 |
|
| Tradition Wealth Management | 72k | $2.7M | -10% | Dec 2024 |
|
| Kfg Wealth Management | 70k | $2.5M | 120% | Mar 2025 |
|
| CoreCap Advisors | 67k | $2.5M | -18% | Dec 2024 |
|
| Janney Montgomery Scott | 66k | $2.4M | -81% | Mar 2025 |
|
| Advisory Alpha | 65k | $2.3M | 100% | Mar 2025 |
|
| Mercer Global Advisors | 60k | $2.2M | -4% | Dec 2024 |
|
| WorthPointe | 58k | $2.1M | -3% | Dec 2024 |
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| Branch Banking & Trust Company | 58k | $2.1M | -1% | Dec 2024 |
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| Blue Bell Private Wealth Management | 56k | $2.1M | -7% | Dec 2024 |
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| Diversify Advisory Services | 55k | $2.0M | -22% | Dec 2024 |
|
| Diligent Investors | 55k | $2.0M | 78% | Mar 2025 |
|
| Outlook Wealth Advisors | 53k | $1.9M | 614% | Mar 2025 |
|
| Visionary Wealth Advisors | 52k | $1.9M | -2% | Dec 2024 |
|
| Sequoia Financial Advisors | 52k | $1.9M | 0% | Dec 2024 |
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| MAI Wealth Advisors | 51k | $1.9M | -9% | Dec 2024 |
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| WPWealth | 50k | $1.9M | 100% | Dec 2024 |
|
| Townsquare Capital | 50k | $1.8M | -27% | Dec 2024 |
|
| Advisory Services Network | 48k | $1.8M | -7% | Dec 2024 |
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| Global Strategic Investment Solutions | 46k | $1.7M | -4% | Dec 2024 |
|
| Change Path | 44k | $1.6M | -14% | Dec 2024 |
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| Weaver Capital Management | 43k | $1.6M | 0% | Dec 2024 |
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| Goss Wealth Management | 40k | $1.5M | -31% | Dec 2024 |
|
| Old Mission Capital | 39k | $1.4M | -8% | Dec 2024 |
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| Lineweaver Wealth Advisors | 38k | $1.4M | 0% | Dec 2024 |
|
| Pinnacle Wealth Management Group | 38k | $1.4M | 98% | Mar 2025 |
|
| Gill Capital Partners | 38k | $1.4M | -11% | Dec 2024 |
|
| Miracle Mile Advisors | 37k | $1.3M | 24% | Mar 2025 |
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| Belpointe Asset Management | 36k | $1.3M | 0% | Dec 2024 |
|
| Patriot Financial Group Insurance Agency | 35k | $1.3M | 9% | Mar 2025 |
|
| Susquehanna International | 35k | $1.3M | -3% | Dec 2024 |
|
| Wealth Alliance | 34k | $1.3M | 0% | Dec 2024 |
|
| BCJ Capital Management | 34k | $1.2M | -2% | Dec 2024 |
|
| FSA Advisors | 33k | $1.2M | -2% | Dec 2024 |
|
| H D Vest Advisory Services | 32k | $1.2M | -11% | Dec 2024 |
|
| Apollon Wealth Management | 31k | $1.1M | -8% | Dec 2024 |
|
| BCGM Wealth Management | 30k | $1.1M | 0% | Dec 2024 |
|
| Cornerstone Wealth Group | 30k | $1.1M | -10% | Dec 2024 |
|
| Continuum Advisory | 30k | $1.1M | -1% | Dec 2024 |
|
| CRA Financial Services | 29k | $1.0M | 8% | Mar 2025 |
|
| Mml Investors Services | 29k | $1.1M | 1% | Dec 2024 |
|
| Jane Street | 28k | $1.0M | -56% | Dec 2024 |
|
| Farther Finance Advisors | 28k | $991k | 103% | Mar 2025 |
|
| Noble Wealth Management PBC | 26k | $943k | 100% | Mar 2025 |
|
| Atticus Wealth Management | 26k | $955k | 0% | Dec 2024 |
|
| Cape Investment Advisory | 24k | $883k | -8% | Dec 2024 |
|
| Foundations Investment Advisors | 23k | $845k | -1% | Dec 2024 |
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| Colony | 23k | $828k | -1% | Dec 2024 |
|
| Cresset Asset Management | 22k | $809k | 0% | Dec 2024 |
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| Keystone Wealth Services | 22k | $806k | -20% | Dec 2024 |
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| National Asset Management | 21k | $777k | 0% | Dec 2024 |
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| Bullseye Investment Management | 21k | $764k | -50% | Dec 2024 |
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| Citadel Advisors | 20k | $742k | 23% | Dec 2024 |
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| Focus Financial Network | 20k | $702k | 23% | Mar 2025 |
|
| HPM Partners | 19k | $715k | 0% | Dec 2024 |
|
| HBW Advisory Services | 19k | $692k | 100% | Mar 2025 |
|
| Bedel Financial Consulting | 18k | $667k | -2% | Dec 2024 |
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| Lakeridge Wealth Management | 17k | $614k | 0% | Mar 2025 |
|
| Hrt Financial | 17k | $618k | 100% | Dec 2024 |
|
| Kingsview Wealth Management | 16k | $603k | -11% | Dec 2024 |
|
| CWM | 16k | $602k | 0% | Dec 2024 |
|
| Kingswood Wealth Advisors | 16k | $585k | 0% | Dec 2024 |
|
| William Blair $ Company | 16k | $585k | 0% | Dec 2024 |
|
| Valtinson Bruner Financial Planning | 16k | $573k | 3% | Dec 2024 |
|
| Cardinal Point Capital Management, ULC | 16k | $570k | 0% | Dec 2024 |
|
| Hanson McClain Advisors | 15k | $571k | 0% | Dec 2024 |
|
| AQR Capital Management | 15k | $558k | 0% | Dec 2024 |
|
| Orion Capital Management | 15k | $552k | -3% | Dec 2024 |
|
| First Commonwealth Financial Corporation | 15k | $542k | 0% | Dec 2024 |
|
| RFG Advisory | 15k | $521k | 50% | Mar 2025 |
|
| Seros Financial | 15k | $518k | 0% | Mar 2025 |
|
| Keystone Financial Group | 14k | $529k | 100% | Dec 2024 |
|
| Foundry Financial Group | 14k | $503k | 0% | Dec 2024 |
|
| Spire Wealth Management | 14k | $501k | 0% | Dec 2024 |
|
| New Republic Capital | 14k | $499k | 0% | Dec 2024 |
|
| IFP Advisors | 13k | $476k | -56% | Dec 2024 |
|
| Betterment | 13k | $472k | -33% | Dec 2024 |
|
| SRS Capital Advisors | 13k | $468k | 0% | Dec 2024 |
|
| Straight Path Wealth Management | 13k | $465k | 0% | Dec 2024 |
|
| Jacobi Capital Management | 13k | $461k | 0% | Dec 2024 |
|
| Helium Advisors | 13k | $459k | 100% | Dec 2024 |
|
| DHJJ Financial Advisors | 12k | $457k | -31% | Dec 2024 |
|
| Mattson Financial Services | 12k | $445k | -21% | Dec 2024 |
|
| Strategic Blueprint | 12k | $446k | -6% | Dec 2024 |
|
| Triad Wealth Partners | 12k | $443k | -5% | Dec 2024 |
|
| WealthPlan Investment Management | 12k | $443k | -9% | Dec 2024 |
|
| Sugarloaf Wealth Management | 12k | $436k | 0% | Dec 2024 |
|
| HB Wealth Management | 12k | $421k | 34% | Dec 2024 |
|
| Tounjian Advisory Partners | 12k | $410k | 100% | Mar 2025 |
|
| Leigh Baldwin & Co | 11k | $420k | 100% | Dec 2024 |
|
| Chicago Partners Investment | 11k | $420k | 0% | Dec 2024 |
|
| ValMark Advisers | 11k | $416k | -11% | Dec 2024 |
|
| Resources Investment Advisors | 11k | $409k | -82% | Dec 2024 |
|
| Cypress Financial Planning | 11k | $393k | 33% | Mar 2025 |
|
| Capital Analysts | 11k | $395k | 0% | Dec 2024 |
|
| Wood Tarver Financial Group | 11k | $387k | 100% | Dec 2024 |
|
| Benjamin Edwards | 10k | $382k | -15% | Dec 2024 |
|
| Thoroughbred Financial Services | 10k | $368k | 0% | Dec 2024 |
|
| Atria Wealth Solutions | 9.7k | $357k | -3% | Dec 2024 |
|
| Beacon Financial Advisory | 9.3k | $340k | -24% | Dec 2024 |
|
| Two Sigma Securities | 9.2k | $337k | 100% | Dec 2024 |
|
| Gradient Investments | 9.0k | $322k | -25% | Mar 2025 |
|
| BridgePort Financial Solutions | 8.9k | $327k | 100% | Dec 2024 |
|
| Firestone Capital Management | 8.9k | $328k | 0% | Dec 2024 |
|
| Quest 10 Wealth Builders | 8.9k | $327k | 100% | Dec 2024 |
|
| Smith Shellnut Wilson | 8.7k | $312k | 6% | Mar 2025 |
|
| Cypress Wealth Services | 8.7k | $312k | 100% | Mar 2025 |
|
| Rps Advisory Solutions | 8.6k | $317k | 0% | Dec 2024 |
|
| Sequent Planning | 8.6k | $315k | 27% | Dec 2024 |
|
| Sunbelt Securities | 8.0k | $296k | 0% | Dec 2024 |
|
| Mutual Advisors | 7.7k | $283k | 0% | Dec 2024 |
|
| Catalina Capital Group | 7.6k | $280k | 0% | Dec 2024 |
|
| Creative Planning | 7.4k | $274k | 0% | Dec 2024 |
|
| Silver Oak Securities | 7.4k | $274k | 5% | Dec 2024 |
|
| Fiduciary Financial Group | 7.0k | $242k | 100% | Mar 2025 |
|
| Global Trust Asset Management | 7.0k | $258k | 0% | Dec 2024 |
|
| Delta Investment Management | 7.0k | $256k | 0% | Dec 2024 |
|
| Mariner Wealth Advisors | 6.2k | $230k | -45% | Dec 2024 |
|
| Madison Wealth Partners | 6.2k | $228k | 0% | Dec 2024 |
|
| Summit Wealth Partners | 6.1k | $226k | -17% | Dec 2024 |
|
| Vista Investment Management | 6.1k | $224k | 0% | Dec 2024 |
|
| PCA Investment Advisory Services | 6.1k | $223k | 0% | Dec 2024 |
|
| Captrust Financial Advisors | 6.0k | $220k | -60% | Dec 2024 |
|
| PFG Advisors | 5.7k | $210k | -28% | Dec 2024 |
|
| Principal Securities | 2.9k | $107k | -58% | Dec 2024 |
|
| Financial Network Wealth Advisors | 2.5k | $94k | -92% | Dec 2024 |
|
Who sold out of Innovator S&p 500 Pwr Buffer?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Certified Advisory Corp | Sep 2024 | 66k | $2.4M |
| Berson & Corrado Investment Advisors | Sep 2024 | 53k | $1.9M |
| Absolute Investment Management | Sep 2024 | 33k | $1.2M |
| Brown Financial Advisors | Sep 2024 | 26k | $938k |
| ARS Wealth Advisors Group | Dec 2024 | 14k | $526k |
| UBS Group | Sep 2024 | 14k | $502k |
| Goldman Sachs Group | Sep 2024 | 9.5k | $341k |
| Calton & Associates | Sep 2024 | 8.1k | $292k |
| Copley Financial Group | Sep 2024 | 7.4k | $265k |
| Brown Wealth Management | Sep 2024 | 6.9k | $248k |
| Triumph Capital Management | Sep 2024 | 6.1k | $221k |
| John W. Brooker & Co., CPAs | Sep 2024 | 6.0k | $216k |