Who owns Innovator S&p 500 Pwr Buffer May s&p 500 pwr buf?
- Ticker: PMAY
- CUSIP Number: 45782c318
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Analyze quarterly positions in Innovator S&p 500 Pwr Buffer May s&p 500 pwr buf 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 May s&p 500 pwr buf this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Alliancebernstein | 2.9M | $99M | 31% | Jun 2024 |
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Penserra Capital Management | 1.1M | $40M | 6% | Sep 2024 |
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Hanson McClain Advisors | 650k | $23M | 126% | Sep 2024 |
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Advisor Group Holdings | 543k | $19M | 51% | Sep 2024 |
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Commonwealth Equity Services | 380k | $13M | -2% | Sep 2024 |
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Wealth Enhancement Advisory Services | 331k | $11M | 157% | Jun 2024 |
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Cetera Investment Advisers | 291k | $9.9M | -2% | Jun 2024 |
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Raymond James Financial Services Advisors | 291k | $10M | -3% | Sep 2024 |
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Brookstone Capital Management | 243k | $8.6M | -76% | Sep 2024 |
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Kovitz Investment Group Partners | 243k | $8.5k | -7% | Sep 2024 |
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AE Wealth Management | 179k | $6.3M | -1% | Sep 2024 |
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Southland Equity Partners | 168k | $5.9M | 6% | Sep 2024 |
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Kfg Wealth Management | 162k | $5.7M | -2% | Sep 2024 |
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Beacon Pointe Advisors | 138k | $4.8M | -4% | Sep 2024 |
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HighTower Advisors | 137k | $4.7M | 38% | Jun 2024 |
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Raymond James & Associates | 128k | $4.5M | -27% | Sep 2024 |
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Envestnet Asset Management | 118k | $4.1M | -26% | Sep 2024 |
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Atticus Wealth Management | 114k | $4.0M | 0% | Sep 2024 |
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CoreCap Advisors | 111k | $3.9M | 0% | Sep 2024 |
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Pinnacle Wealth Management Group | 111k | $3.9M | -3% | Sep 2024 |
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ARS Wealth Advisors Group | 108k | $3.8M | -2% | Sep 2024 |
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LPL Financial | 99k | $3.5M | 6% | Sep 2024 |
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Colony | 95k | $3.3M | -3% | Sep 2024 |
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Kestra Advisory Services | 95k | $3.3M | -7% | Sep 2024 |
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Castle Rock Wealth Management | 93k | $3.3M | -1% | Sep 2024 |
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Weaver Capital Management | 92k | $3.2M | -4% | Sep 2024 |
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Stratos Wealth Advisors | 88k | $3.1M | -5% | Sep 2024 |
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Stuart Chaussee & Associates | 87k | $3.0M | -6% | Jun 2024 |
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Branch Banking & Trust Company | 87k | $3.0M | 25% | Jun 2024 |
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Janney Montgomery Scott | 86k | $3.0M | -15% | Sep 2024 |
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IFP Advisors | 78k | $2.6M | 0% | Jun 2024 |
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Cambridge Investment Research Advisors | 77k | $2.7M | -2% | Sep 2024 |
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Coldstream Capital Management | 75k | $2.8M | 918% | Jun 2024 |
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Yarger Wealth Strategies | 70k | $2.5M | -3% | Sep 2024 |
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McAlister, Sweet & Associates | 66k | $2.3M | 10% | Sep 2024 |
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EP Wealth Advisors | 65k | $2.3M | 100% | Sep 2024 |
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MAI Wealth Advisors | 58k | $2.1M | -10% | Sep 2024 |
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Berson & Corrado Investment Advisors | 58k | $2.0M | -2% | Sep 2024 |
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Wealth Alliance | 57k | $2.0M | 0% | Sep 2024 |
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BKD Wealth Advisors | 56k | $1.9M | -5% | Jun 2024 |
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Gill Capital Partners | 55k | $1.9M | -9% | Sep 2024 |
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Chris Bulman | 53k | $1.9M | -15% | Sep 2024 |
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Lineweaver Wealth Advisors | 52k | $1.8M | 0% | Sep 2024 |
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Captrust Financial Advisors | 50k | $1.7M | 0% | Sep 2024 |
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Harbour Investments | 49k | $1.7M | -15% | Sep 2024 |
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Visionary Wealth Advisors | 48k | $1.7M | -6% | Sep 2024 |
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Wealthquest | 45k | $1.5M | -11% | Jun 2024 |
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Change Path | 45k | $1.6M | 239% | Sep 2024 |
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Resources Investment Advisors | 41k | $1.5M | -5% | Sep 2024 |
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First Commonwealth Financial Corporation | 39k | $1.4M | -5% | Sep 2024 |
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DHJJ Financial Advisors | 38k | $1.3M | 0% | Sep 2024 |
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ValMark Advisers | 38k | $1.3M | 0% | Sep 2024 |
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Townsquare Capital | 38k | $1.3M | -19% | Sep 2024 |
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Advisory Alpha | 37k | $1.3M | 0% | Sep 2024 |
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Clear Point Advisors | 36k | $1.3M | -1% | Sep 2024 |
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BCGM Wealth Management | 36k | $1.3M | 0% | Sep 2024 |
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Patriot Financial Group Insurance Agency | 34k | $1.2M | 3% | Sep 2024 |
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Allegiance Financial Group Advisory Services | 34k | $1.1M | 0% | Jun 2024 |
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Schulz Wealth | 32k | $1.1M | -5% | Sep 2024 |
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RFG Advisory | 31k | $1.1M | 0% | Sep 2024 |
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Vishria Bird Financial Group | 30k | $1.1M | 0% | Sep 2024 |
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Jane Street | 29k | $1.0M | 100% | Sep 2024 |
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Focus Financial Network | 29k | $1.0M | 4% | Sep 2024 |
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Frisch Financial Group | 28k | $987k | 0% | Sep 2024 |
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Sequoia Financial Advisors | 28k | $986k | 0% | Sep 2024 |
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Weaver Consulting Group | 27k | $959k | -2% | Sep 2024 |
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Camarda Wealth Advisory | 27k | $958k | 3% | Sep 2024 |
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Mariner Wealth Advisors | 27k | $945k | 0% | Sep 2024 |
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Benjamin F. Edwards & Company | 27k | $914k | 2% | Jun 2024 |
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Benjamin Edwards | 27k | $944k | 100% | Sep 2024 |
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Fragasso | 26k | $907k | 0% | Sep 2024 |
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Mml Investors Services | 26k | $902k | -1% | Sep 2024 |
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Susquehanna International | 24k | $851k | 8% | Sep 2024 |
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Evermay Wealth Management | 24k | $848k | -10% | Sep 2024 |
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U.S. Capital Wealth Advisors | 21k | $753k | 11% | Sep 2024 |
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Lakeridge Wealth Management | 21k | $751k | 0% | Sep 2024 |
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Chicago Partners Investment | 21k | $751k | 0% | Sep 2024 |
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Bellwether Advisors | 21k | $743k | 0% | Sep 2024 |
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Old Mission Capital | 21k | $717k | -10% | Jun 2024 |
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Outlook Wealth Advisors | 20k | $717k | -4% | Sep 2024 |
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Kingsview Wealth Management | 19k | $660k | 0% | Sep 2024 |
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Steward Partners Investment Advisory | 19k | $630k | 14% | Jun 2024 |
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Relative Value Partners | 18k | $627k | 100% | Jun 2024 |
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Palumbo Wealth Management | 18k | $647k | 0% | Sep 2024 |
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BCS Wealth Management | 18k | $644k | 0% | Sep 2024 |
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Cape Investment Advisory | 18k | $615k | 0% | Jun 2024 |
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Atria Wealth Solutions | 17k | $594k | -35% | Sep 2024 |
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Main Street Financial Solutions | 17k | $591k | -3% | Sep 2024 |
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Sigma Planning | 17k | $585k | -7% | Sep 2024 |
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Retirement Planning Group | 16k | $580k | -8% | Sep 2024 |
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Stephens | 16k | $567k | -17% | Sep 2024 |
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HPM Partners | 16k | $557k | 0% | Sep 2024 |
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RiverTree Advisors | 16k | $548k | 0% | Sep 2024 |
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AQR Capital Management | 15k | $539k | 100% | Sep 2024 |
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Secure Asset Management | 15k | $535k | 0% | Sep 2024 |
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Smith Anglin Financial | 15k | $531k | 0% | Sep 2024 |
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SRS Capital Advisors | 15k | $527k | 0% | Sep 2024 |
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Signature Estate and Investment Advisors | 15k | $526k | -13% | Sep 2024 |
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Bedel Financial Consulting | 15k | $511k | 0% | Sep 2024 |
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WorthPointe | 14k | $499k | -1% | Sep 2024 |
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Jpmorgan Chase & Co | 13k | $473k | 3004% | Sep 2024 |
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Milestone Asset Management | 13k | $463k | 0% | Sep 2024 |
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Goss Wealth Management | 13k | $446k | -12% | Jun 2024 |
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Citadel Advisors | 13k | $460k | 50% | Sep 2024 |
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Diligent Investors | 13k | $459k | 0% | Sep 2024 |
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BCJ Capital Management | 13k | $438k | -29% | Jun 2024 |
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Signature | 13k | $439k | 0% | Sep 2024 |
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Cornerstone Wealth Group | 12k | $438k | 0% | Sep 2024 |
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Castleview Partners | 12k | $431k | -8% | Sep 2024 |
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Creative Financial Designs | 12k | $430k | 0% | Sep 2024 |
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FSA Advisors | 12k | $423k | 5% | Sep 2024 |
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Crown Wealth Group | 12k | $412k | -22% | Sep 2024 |
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PCA Investment Advisory Services | 12k | $407k | 0% | Sep 2024 |
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Spire Wealth Management | 11k | $399k | -1% | Sep 2024 |
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Advisory Services Network | 10k | $356k | 0% | Sep 2024 |
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WealthPlan Investment Management | 10k | $365k | -7% | Sep 2024 |
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Fiduciary Financial Group | 10k | $361k | 0% | Sep 2024 |
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Blue Bell Private Wealth Management | 10k | $353k | -1% | Sep 2024 |
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Continuum Wealth Advisors | 9.9k | $351k | 0% | Sep 2024 |
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National Asset Management | 9.9k | $337k | 5% | Jun 2024 |
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Foundations Investment Advisors | 9.4k | $331k | -51% | Sep 2024 |
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Integrity Financial Corp | 9.1k | $321k | 0% | Sep 2024 |
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Valtinson Bruner Financial Planning | 8.8k | $309k | 0% | Sep 2024 |
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Hengehold Capital Management | 8.7k | $307k | 0% | Sep 2024 |
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Financial Network Wealth Advisors | 8.6k | $303k | -29% | Sep 2024 |
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McAdam | 8.5k | $299k | 0% | Sep 2024 |
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Summit Wealth Partners | 8.5k | $299k | -17% | Sep 2024 |
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H D Vest Advisory Services | 8.2k | $280k | -5% | Jun 2024 |
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Retirement Income Solutions | 7.8k | $276k | -38% | Sep 2024 |
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Cypress Financial Planning | 7.8k | $275k | -22% | Sep 2024 |
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Drive Wealth Management | 7.7k | $270k | 0% | Sep 2024 |
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Mutual Advisors | 7.4k | $263k | -3% | Sep 2024 |
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Keystone Wealth Services | 7.3k | $258k | -59% | Sep 2024 |
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Strategic Blueprint | 7.3k | $256k | -26% | Sep 2024 |
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Jacobi Capital Management | 6.5k | $223k | 100% | Jun 2024 |
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AdvisorNet Financial | 6.4k | $226k | 0% | Sep 2024 |
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Arete Wealth Advisors | 6.3k | $222k | 100% | Sep 2024 |
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CRA Financial Services | 6.1k | $216k | 0% | Sep 2024 |
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Maxwell Wealth Strategies | 6.1k | $217k | 0% | Sep 2024 |
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Kmg Fiduciary Partners | 6.1k | $215k | -9% | Sep 2024 |
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Mitchell Capital Management | 5.8k | $204k | -30% | Sep 2024 |
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Proequities | 4.8k | $167M | 0% | Sep 2024 |
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Principal Securities | 3.8k | $133k | 0% | Sep 2024 |
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Private Trust Co Na | 3.4k | $117k | 100% | Jun 2024 |
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Continuum Advisory | 2.9k | $104k | 0% | Sep 2024 |
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Sugarloaf Wealth Management | 2.7k | $95k | 0% | Sep 2024 |
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Brian McDonald | 2.0k | $71k | 0% | Sep 2024 |
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Wagner Wealth Management | 1.8k | $63k | 0% | Sep 2024 |
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City Holding | 1.6k | $56k | -6% | Sep 2024 |
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BigSur Wealth Management | 1.5k | $53k | 0% | Sep 2024 |
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Oarsman Capital | 1.4k | $49k | 100% | Sep 2024 |
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CNB Bank | 1.0k | $37k | 0% | Sep 2024 |
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Who sold out of Innovator S&p 500 Pwr Buffer May s&p 500 pwr buf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Pillar Wealth Advisors | Mar 2024 | 54k | $1.7M |
Retirement Guys Formula | Jun 2024 | 23k | $781k |
Lake Street Financial | Jun 2024 | 18k | $627k |
HB Wealth Management | Jun 2024 | 15k | $518k |
Silver Oak Securities | Jun 2024 | 11k | $360k |
Cypress Wealth Services | Jun 2024 | 10k | $354k |
Tfo-tdc | Jun 2024 | 9.9k | $337k |
Palo Alto Wealth Advisors | Jun 2024 | 8.7k | $295k |
SageView Advisory Group | Jun 2024 | 7.4k | $267k |
Carnick & Kubik | Jun 2024 | 6.1k | $208k |
Royal Bank of Canada | Jun 2024 | 5.4k | $183k |