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 | 2.6M | $83M | -22% | Dec 2023 |
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| Penserra Capital Management | 925k | $30M | 26% | Dec 2023 |
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| Jpmorgan Chase & Co | 475k | $16M | 796% | Dec 2023 |
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| Lincoln National | 400k | $13M | 4% | Dec 2023 |
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| Janney Montgomery Scott | 353k | $12M | -3% | Dec 2023 |
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| Advisor Group Holdings | 323k | $11M | -29% | Dec 2023 |
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| Commonwealth Equity Services | 305k | $9.9M | -43% | Dec 2023 |
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| Mercer Global Advisors | 301k | $9.8M | 100% | Dec 2023 |
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| Soltis Investment Advisors | 284k | $9.3M | 100% | Dec 2023 |
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| Miracle Mile Advisors | 270k | $8.8M | -49% | Dec 2023 |
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| Raymond James Financial Services Advisors | 176k | $5.7M | -1% | Dec 2023 |
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| Kestra Advisory Services | 155k | $5.1M | 99% | Dec 2023 |
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| Southland Equity Partners | 153k | $5.2M | 7% | Mar 2024 |
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| Brookstone Capital Management | 118k | $3.8M | -12% | Dec 2023 |
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| Beacon Pointe Advisors | 106k | $3.5M | -4% | Dec 2023 |
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| BKD Wealth Advisors | 101k | $3.3M | -11% | Dec 2023 |
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| Weaver Consulting Group | 98k | $3.2M | 0% | Dec 2023 |
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| Townsquare Capital | 94k | $3.1M | -3% | Dec 2023 |
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| Cambridge Investment Research Advisors | 89k | $2.9M | -4% | Dec 2023 |
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| Stratos Wealth Advisors | 81k | $2.6M | 0% | Dec 2023 |
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| HighTower Advisors | 78k | $2.5M | -2% | Dec 2023 |
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| Blue Bell Private Wealth Management | 63k | $2.0M | -1% | Dec 2023 |
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| CoreCap Advisors | 61k | $2.0M | 2% | Dec 2023 |
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| BCS Wealth Management | 59k | $1.9M | -13% | Dec 2023 |
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| Branch Banking & Trust Company | 54k | $1.8M | 0% | Dec 2023 |
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| Wealthsource Partners | 53k | $1.7M | -11% | Dec 2023 |
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| Castle Rock Wealth Management | 52k | $1.7M | 0% | Dec 2023 |
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| Sequoia Financial Advisors | 52k | $1.7M | 0% | Dec 2023 |
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| WorthPointe | 51k | $1.6M | 0% | Dec 2023 |
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| McAlister, Sweet & Associates | 50k | $1.6M | -1% | Dec 2023 |
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| Global Strategic Investment Solutions | 48k | $1.6M | -2% | Dec 2023 |
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| Visionary Wealth Advisors | 47k | $1.5M | -1% | Dec 2023 |
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| Sigma Planning | 47k | $1.5M | -63% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 47k | $1.5M | -28% | Dec 2023 |
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| Gill Capital Partners | 43k | $1.4M | -7% | Dec 2023 |
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| AE Wealth Management | 41k | $1.3M | -42% | Dec 2023 |
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| Change Path | 41k | $1.3M | 100% | Dec 2023 |
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| Lineweaver Wealth Advisors | 38k | $1.2M | -12% | Dec 2023 |
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| H D Vest Advisory Services | 37k | $1.2M | -30% | Dec 2023 |
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| Wealth Alliance | 34k | $1.1M | 0% | Dec 2023 |
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| Apollon Wealth Management | 34k | $1.1M | 0% | Dec 2023 |
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| Keystone Wealth Services | 31k | $1.1M | 0% | Mar 2024 |
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| Kfg Wealth Management | 31k | $1.0M | -43% | Dec 2023 |
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| tru Independence | 30k | $980k | 159% | Dec 2023 |
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| Patriot Financial Group Insurance Agency | 29k | $954k | 0% | Dec 2023 |
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| Cape Investment Advisory | 29k | $937k | -10% | Dec 2023 |
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| BCGM Wealth Management | 27k | $869k | 0% | Dec 2023 |
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| HPM Partners | 26k | $863k | -3% | Dec 2023 |
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| Bellwether Advisors | 26k | $833k | -76% | Dec 2023 |
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| Atticus Wealth Management | 25k | $815k | 0% | Dec 2023 |
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| Advisory Services Network | 25k | $801k | 0% | Dec 2023 |
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| Dfpg Investments | 23k | $760k | 0% | Dec 2023 |
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| MAI Wealth Advisors | 23k | $742k | -48% | Dec 2023 |
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| Betterment | 22k | $711k | 6% | Dec 2023 |
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| Diligent Investors | 21k | $678k | -1% | Dec 2023 |
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| RFG Advisory | 21k | $707k | 227% | Mar 2024 |
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| Continuum Advisory | 20k | $662k | 100% | Dec 2023 |
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| Bedel Financial Consulting | 19k | $606k | -6% | Dec 2023 |
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| DHJJ Financial Advisors | 19k | $632k | 70% | Mar 2024 |
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| CWM | 17k | $562k | -19% | Mar 2024 |
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| Valtinson Bruner Financial Planning | 16k | $520k | 0% | Dec 2023 |
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| Kingswood Wealth Advisors | 16k | $543k | 100% | Mar 2024 |
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| Cardinal Point Capital Management, ULC | 16k | $506k | 0% | Dec 2023 |
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| Kingsview Wealth Management | 15k | $501k | -42% | Dec 2023 |
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| William Blair $ Company | 15k | $499k | 0% | Dec 2023 |
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| Orion Capital Management | 15k | $490k | 0% | Dec 2023 |
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| Firestone Capital Management | 14k | $469k | 0% | Dec 2023 |
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| Focus Financial Network | 14k | $458k | 100% | Dec 2023 |
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| Foundry Financial Group | 14k | $447k | 100% | Dec 2023 |
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| Spire Wealth Management | 14k | $450k | 0% | Dec 2023 |
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| New Republic Capital | 14k | $442k | 100% | Dec 2023 |
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| Benjamin F. Edwards & Company | 14k | $439k | -1% | Dec 2023 |
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| Alera Investment Advisors | 13k | $437k | 55% | Dec 2023 |
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| BCJ Capital Management | 13k | $407k | -5% | Dec 2023 |
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| Silver Oak Securities | 12k | $405k | 36% | Dec 2023 |
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| Strategic Blueprint | 12k | $398k | 1% | Dec 2023 |
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| Cypress Wealth Services | 12k | $394k | 0% | Dec 2023 |
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| Chicago Partners Investment | 12k | $386k | -36% | Dec 2023 |
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| CRA Financial Services | 11k | $358k | -2% | Dec 2023 |
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| SRS Capital Advisors | 11k | $355k | 0% | Dec 2023 |
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| Cypress Financial Planning | 11k | $368k | 39% | Mar 2024 |
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| Creative Planning | 10k | $339k | 100% | Dec 2023 |
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| Pillar Wealth Advisors | 10k | $336k | 0% | Dec 2023 |
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| Thoroughbred Financial Services | 10k | $326k | 0% | Dec 2023 |
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| Nations Financial Group | 9.6k | $314k | -23% | Dec 2023 |
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| Harbour Investments | 9.5k | $310k | 0% | Dec 2023 |
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| National Asset Management | 9.4k | $307k | -38% | Dec 2023 |
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| ValMark Advisers | 9.1k | $298k | -49% | Dec 2023 |
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| Orion Portfolio Solutions | 8.6k | $280k | 20% | Dec 2023 |
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| Two Sigma Securities | 8.4k | $275k | 100% | Dec 2023 |
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| Brown Wealth Management | 8.2k | $268k | 0% | Dec 2023 |
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| Sunbelt Securities | 8.0k | $263k | -6% | Dec 2023 |
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| Mutual Advisors | 7.9k | $258k | -35% | Dec 2023 |
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| Fragasso | 7.7k | $263k | 0% | Mar 2024 |
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| WealthPlan Investment Management | 7.3k | $238k | -1% | Dec 2023 |
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| Global Trust Asset Management | 7.0k | $239k | 0% | Mar 2024 |
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| O'Connor Financial Group | 6.9k | $237k | 100% | Mar 2024 |
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| Foundations Investment Advisors | 6.8k | $225k | -49% | Dec 2023 |
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| Dynamic Advisors Solutions | 6.7k | $228k | 6% | Mar 2024 |
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| Sugarloaf Wealth Management | 6.6k | $215k | 0% | Dec 2023 |
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| John W. Brooker & Co., CPAs | 6.4k | $207k | -72% | Dec 2023 |
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| Outlook Wealth Advisors | 6.3k | $206k | -29% | Dec 2023 |
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| InterOcean Capital Group | 6.2k | $203k | -9% | Dec 2023 |
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| Castleview Partners | 4.4k | $145k | 40% | Dec 2023 |
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| Hazlett, Burt & Watson | 4.4k | $142k | -11% | Dec 2023 |
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| IFP Advisors | 4.3k | $142k | 0% | Dec 2023 |
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| AdvisorNet Financial | 4.0k | $138k | 94% | Mar 2024 |
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| Royal Bank of Canada | 4.0k | $129k | 100% | Dec 2023 |
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| Creative Financial Designs | 3.5k | $114k | 0% | Dec 2023 |
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| PFS Partners | 3.2k | $105k | 0% | Dec 2023 |
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| UBS Group | 2.3k | $75k | 11% | Dec 2023 |
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| Gradient Investments | 2.1k | $69k | 0% | Dec 2023 |
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| Wagner Wealth Management | 2.0k | $65k | 100% | Dec 2023 |
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| Evergreen Private Wealth | 1.9k | $63k | 100% | Dec 2023 |
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| Emerald Investment Partners | 1.7k | $56k | 0% | Dec 2023 |
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| City Holding | 700.00 | $24k | 0% | Mar 2024 |
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| Bank Of Montreal | 500.00 | $16k | 0% | Dec 2023 |
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| Nbc Securities | 450.00 | $15k | 100% | Mar 2024 |
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| Baystate Wealth Management | 259.00 | $8.5k | 0% | Dec 2023 |
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| Optimum Investment Advisors | 250.00 | $8.5k | 0% | Mar 2024 |
|
| Larson Financial Group | 19.00 | $620.000400 | 0% | Dec 2023 |
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Who sold out of Innovator S&p 500 Pwr Buffer?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Berson & Corrado Investment Advisors | Sep 2023 | 35k | $1.1M |
| Citadel Advisors | Sep 2023 | 31k | $955k |
| Milestone Asset Management | Sep 2023 | 13k | $402k |
| Calton & Associates | Sep 2023 | 9.4k | $285k |
| Vista Investment Management | Sep 2023 | 9.0k | $273k |
| Congress Wealth Management LLC / DE / | Sep 2023 | 7.8k | $237k |
| VisionPoint Advisory Group | Sep 2023 | 1.3k | $39k |