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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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 | 3.0M | $104M | -2% | Jun 2024 |
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Gradient Investments | 2.3M | $82M | 1% | Sep 2024 |
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Penserra Capital Management | 1.1M | $40M | 6% | Sep 2024 |
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Advisor Group Holdings | 853k | $31M | 55% | Sep 2024 |
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Commonwealth Equity Services | 436k | $16M | -21% | Sep 2024 |
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Janney Montgomery Scott | 349k | $13M | -38% | Sep 2024 |
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Kestra Advisory Services | 328k | $12M | -6% | Sep 2024 |
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Raymond James Financial Services Advisors | 249k | $9.0M | -3% | Sep 2024 |
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Kovitz Investment Group Partners | 221k | $8.0k | -4% | Sep 2024 |
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Cetera Investment Advisers | 216k | $7.6M | -14% | Jun 2024 |
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Wealth Enhancement Advisory Services | 165k | $5.8M | -57% | Jun 2024 |
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Brookstone Capital Management | 160k | $5.8M | -10% | Sep 2024 |
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HighTower Advisors | 156k | $5.5M | -1% | Jun 2024 |
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Envestnet Asset Management | 154k | $5.5M | -14% | Sep 2024 |
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Southland Equity Partners | 150k | $5.4M | -1% | Sep 2024 |
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Beacon Pointe Advisors | 141k | $5.1M | -13% | Sep 2024 |
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BCS Wealth Management | 135k | $4.8M | -5% | Sep 2024 |
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BKD Wealth Advisors | 122k | $4.3M | -1% | Jun 2024 |
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LPL Financial | 120k | $4.3M | -8% | Sep 2024 |
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Cambridge Investment Research Advisors | 116k | $4.2M | -2% | Sep 2024 |
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Castle Rock Wealth Management | 111k | $4.0M | 0% | Sep 2024 |
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AE Wealth Management | 108k | $3.9M | -7% | Sep 2024 |
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Sigma Planning | 106k | $3.8M | -3% | Sep 2024 |
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Weaver Consulting Group | 105k | $3.8M | -4% | Sep 2024 |
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Stephens | 99k | $3.6M | -3% | Sep 2024 |
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Goss Wealth Management | 91k | $3.2M | -2% | Jun 2024 |
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Mercer Global Advisors | 88k | $3.1M | -47% | Jun 2024 |
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Pensionmark Financial Group | 88k | $3.2M | 2% | Sep 2024 |
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Yarger Wealth Strategies | 86k | $3.1M | -1% | Sep 2024 |
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CoreCap Advisors | 81k | $2.9M | -1% | Sep 2024 |
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Tradition Wealth Management | 80k | $2.9M | -15% | Sep 2024 |
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Stratos Wealth Advisors | 79k | $2.8M | -1% | Sep 2024 |
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Diversify Advisory Services | 71k | $2.6M | 0% | Sep 2024 |
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Townsquare Capital | 68k | $2.5M | -17% | Sep 2024 |
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Certified Advisory Corp | 66k | $2.4M | -1% | Sep 2024 |
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Jane Street | 64k | $2.3M | 40% | Sep 2024 |
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McAlister, Sweet & Associates | 63k | $2.3M | 20% | Sep 2024 |
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Resources Investment Advisors | 62k | $2.2M | -16% | Sep 2024 |
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Blue Bell Private Wealth Management | 60k | $2.2M | -2% | Sep 2024 |
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WorthPointe | 60k | $2.2M | -7% | Sep 2024 |
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MAI Wealth Advisors | 56k | $2.0M | -23% | Sep 2024 |
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Branch Banking & Trust Company | 54k | $1.9M | -14% | Jun 2024 |
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Berson & Corrado Investment Advisors | 53k | $1.9M | -3% | Sep 2024 |
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Visionary Wealth Advisors | 53k | $1.9M | 0% | Sep 2024 |
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Sequoia Financial Advisors | 52k | $1.9M | 0% | Sep 2024 |
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Advisory Services Network | 51k | $1.8M | 0% | Sep 2024 |
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Change Path | 51k | $1.8M | 16% | Sep 2024 |
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Bullseye Investment Management | 48k | $1.7M | -9% | Jun 2024 |
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Global Strategic Investment Solutions | 48k | $1.7M | 0% | Sep 2024 |
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Kfg Wealth Management | 48k | $1.7M | -12% | Sep 2024 |
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Chris Bulman | 43k | $1.6M | -17% | Sep 2024 |
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Weaver Capital Management | 43k | $1.6M | 0% | Sep 2024 |
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Old Mission Capital | 43k | $1.5M | 100% | Jun 2024 |
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Gill Capital Partners | 42k | $1.5M | -1% | Sep 2024 |
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Belpointe Asset Management | 39k | $1.4M | -66% | Jun 2024 |
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Lineweaver Wealth Advisors | 38k | $1.4M | 0% | Sep 2024 |
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H D Vest Advisory Services | 37k | $1.3M | -7% | Jun 2024 |
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Susquehanna International | 36k | $1.3M | -26% | Sep 2024 |
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BCJ Capital Management | 35k | $1.2M | 0% | Jun 2024 |
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Wealth Alliance | 34k | $1.2M | 0% | Sep 2024 |
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Miracle Mile Advisors | 34k | $1.2M | -10% | Sep 2024 |
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FSA Advisors | 34k | $1.2M | -6% | Sep 2024 |
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Apollon Wealth Management | 34k | $1.2M | 0% | Sep 2024 |
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Paladin Wealth | 33k | $1.2M | 100% | Sep 2024 |
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Cornerstone Wealth Group | 33k | $1.2M | 0% | Sep 2024 |
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Absolute Investment Management | 33k | $1.2M | 1% | Sep 2024 |
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Patriot Financial Group Insurance Agency | 32k | $1.2M | 0% | Sep 2024 |
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Diligent Investors | 31k | $1.1M | -3% | Sep 2024 |
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Financial Network Wealth Advisors | 31k | $1.1M | -10% | Sep 2024 |
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Continuum Advisory | 30k | $1.1M | 0% | Sep 2024 |
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BCGM Wealth Management | 30k | $1.1M | 0% | Sep 2024 |
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Mml Investors Services | 28k | $1.0M | 0% | Sep 2024 |
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Keystone Wealth Services | 27k | $984k | -12% | Sep 2024 |
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CRA Financial Services | 27k | $963k | -9% | Sep 2024 |
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Cape Investment Advisory | 26k | $920k | 1% | Jun 2024 |
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Brown Financial Advisors | 26k | $938k | 1% | Sep 2024 |
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Atticus Wealth Management | 26k | $935k | 0% | Sep 2024 |
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Foundations Investment Advisors | 23k | $837k | -3% | Sep 2024 |
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Colony | 23k | $816k | 0% | Sep 2024 |
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National Asset Management | 21k | $761k | 0% | Sep 2024 |
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RFG Advisory | 20k | $712k | -7% | Sep 2024 |
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HPM Partners | 19k | $701k | -85% | Sep 2024 |
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Pinnacle Wealth Management Group | 19k | $686k | 0% | Sep 2024 |
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Raymond James & Associates | 19k | $677k | -2% | Sep 2024 |
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Bedel Financial Consulting | 18k | $661k | 0% | Sep 2024 |
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Kingsview Wealth Management | 18k | $661k | -3% | Sep 2024 |
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DHJJ Financial Advisors | 18k | $652k | 0% | Sep 2024 |
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Lakeridge Wealth Management | 17k | $615k | 0% | Sep 2024 |
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CWM | 16k | $590k | -1% | Sep 2024 |
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Citadel Advisors | 16k | $590k | -25% | Sep 2024 |
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Focus Financial Network | 16k | $581k | 0% | Sep 2024 |
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Kingswood Wealth Advisors | 16k | $573k | 0% | Sep 2024 |
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William Blair $ Company | 16k | $573k | 0% | Sep 2024 |
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Mattson Financial Services | 16k | $550k | 0% | Sep 2024 |
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Orion Capital Management | 16k | $559k | 0% | Sep 2024 |
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Cardinal Point Capital Management, ULC | 16k | $558k | 0% | Sep 2024 |
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Hanson McClain Advisors | 15k | $555k | 0% | Sep 2024 |
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Valtinson Bruner Financial Planning | 15k | $547k | 0% | Sep 2024 |
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AQR Capital Management | 15k | $546k | 100% | Sep 2024 |
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Captrust Financial Advisors | 15k | $533k | -6% | Sep 2024 |
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First Commonwealth Financial Corporation | 15k | $531k | -7% | Sep 2024 |
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ARS Wealth Advisors Group | 15k | $528k | -3% | Sep 2024 |
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Advisory Alpha | 14k | $499k | 0% | Sep 2024 |
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Foundry Financial Group | 14k | $494k | 0% | Sep 2024 |
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Spire Wealth Management | 14k | $491k | -1% | Sep 2024 |
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New Republic Capital | 14k | $488k | 0% | Sep 2024 |
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WealthPlan Investment Management | 13k | $479k | -6% | Sep 2024 |
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Strategic Blueprint | 13k | $465k | -1% | Sep 2024 |
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SRS Capital Advisors | 13k | $460k | 0% | Sep 2024 |
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ValMark Advisers | 13k | $460k | 0% | Sep 2024 |
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Triad Wealth Partners | 13k | $458k | 0% | Sep 2024 |
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Straight Path Wealth Management | 13k | $456k | -5% | Sep 2024 |
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Jacobi Capital Management | 13k | $440k | 100% | Jun 2024 |
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Beacon Financial Advisory | 12k | $442k | 0% | Sep 2024 |
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Benjamin Edwards | 12k | $440k | 100% | Sep 2024 |
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Benjamin F. Edwards & Company | 12k | $429k | 0% | Jun 2024 |
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Alera Investment Advisors | 12k | $416k | -12% | Jun 2024 |
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Sugarloaf Wealth Management | 12k | $427k | -8% | Sep 2024 |
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IFP Advisors | 12k | $403k | 0% | Jun 2024 |
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Chicago Partners Investment | 11k | $413k | -3% | Sep 2024 |
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Mariner Wealth Advisors | 11k | $410k | 0% | Sep 2024 |
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Thoroughbred Financial Services | 10k | $360k | 0% | Sep 2024 |
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Atria Wealth Solutions | 10k | $359k | -75% | Sep 2024 |
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Firestone Capital Management | 9.5k | $334k | -34% | Jun 2024 |
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Rps Advisory Solutions | 8.6k | $310k | 0% | Sep 2024 |
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Brown Wealth Management | 8.6k | $302k | 2% | Jun 2024 |
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HB Wealth Management | 8.6k | $308k | 100% | Sep 2024 |
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Cypress Financial Planning | 8.3k | $298k | -22% | Sep 2024 |
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Smith Shellnut Wilson | 8.2k | $296k | 0% | Sep 2024 |
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Calton & Associates | 8.1k | $292k | 100% | Sep 2024 |
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Sunbelt Securities | 8.0k | $290k | 0% | Sep 2024 |
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PFG Advisors | 7.9k | $286k | -13% | Sep 2024 |
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Mutual Advisors | 7.7k | $277k | 0% | Sep 2024 |
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Catalina Capital Group | 7.6k | $274k | 0% | Sep 2024 |
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Creative Planning | 7.4k | $268k | 0% | Sep 2024 |
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Summit Wealth Partners | 7.4k | $267k | -22% | Sep 2024 |
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Outlook Wealth Advisors | 7.4k | $266k | 0% | Sep 2024 |
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Copley Financial Group | 7.4k | $265k | 100% | Sep 2024 |
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Silver Oak Securities | 7.1k | $255k | 7% | Sep 2024 |
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Global Trust Asset Management | 7.0k | $252k | 0% | Sep 2024 |
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O'Connor Financial Group | 7.0k | $252k | 0% | Sep 2024 |
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Delta Investment Management | 7.0k | $251k | -15% | Sep 2024 |
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Principal Securities | 6.9k | $248k | -4% | Sep 2024 |
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Madison Wealth Partners | 6.2k | $223k | 0% | Sep 2024 |
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Vista Investment Management | 6.1k | $214k | 0% | Jun 2024 |
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PCA Investment Advisory Services | 6.1k | $218k | 0% | Sep 2024 |
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John W. Brooker & Co., CPAs | 6.0k | $216k | -5% | Sep 2024 |
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Milestone Asset Management | 5.9k | $214k | 0% | Sep 2024 |
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Fiduciary Alliance | 5.7k | $205k | 0% | Sep 2024 |
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AdvisorNet Financial | 4.0k | $145k | 0% | Sep 2024 |
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Who sold out of Innovator S&p 500 Pwr Buffer?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
WPWealth | Jun 2024 | 30k | $1.1M |
Frisch Financial Group | Jun 2024 | 21k | $725k |
Wolverine Trading | Jun 2024 | 19k | $670k |
David Allen | Mar 2024 | 17k | $583k |
Oppenheimer & Co | Mar 2024 | 15k | $496k |
Pillar Wealth Advisors | Mar 2024 | 13k | $428k |
Cypress Wealth Services | Jun 2024 | 12k | $423k |
Carnick & Kubik | Jun 2024 | 10k | $364k |
Northwestern Mutual Wealth Management Company | Jun 2024 | 9.9k | $346k |
Larson Financial Group | Jun 2024 | 9.1k | $320k |
Mitchell Capital Management | Jun 2024 | 6.3k | $221k |
Dynamic Advisors Solutions | Jun 2024 | 6.3k | $220k |