Who owns Innovator Etfs Tr s&p 500 pwretf?
- Ticker: POCT
- CUSIP Number: 45782c797
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Analyze quarterly positions in Innovator Etfs Tr s&p 500 pwretf 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 pwretf this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Alliancebernstein | 1.5M | $57M | -5% | Jun 2024 |
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Penserra Capital Management | 997k | $39M | 6% | Sep 2024 |
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Commonwealth Equity Services | 437k | $17M | -27% | Sep 2024 |
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Kestra Advisory Services | 380k | $15M | -13% | Sep 2024 |
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Advisor Group Holdings | 337k | $13M | -24% | Sep 2024 |
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BKD Wealth Advisors | 310k | $12M | -8% | Jun 2024 |
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Raymond James Financial Services Advisors | 298k | $12M | -5% | Sep 2024 |
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Stephens | 262k | $10M | -1% | Sep 2024 |
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Envestnet Asset Management | 258k | $10M | 12% | Sep 2024 |
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Motiv8 Investments | 232k | $9.1M | 9% | Sep 2024 |
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Global Strategic Investment Solutions | 215k | $8.4M | -64% | Sep 2024 |
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Captrust Financial Advisors | 203k | $7.9M | 0% | Sep 2024 |
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HighTower Advisors | 200k | $7.7M | -3% | Jun 2024 |
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LPL Financial | 199k | $7.7M | -9% | Sep 2024 |
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BCJ Capital Management | 187k | $7.2M | -2% | Jun 2024 |
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AA Financial Advisors | 185k | $7.2M | 6% | Sep 2024 |
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Beacon Pointe Advisors | 182k | $7.1M | 13% | Sep 2024 |
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Kovitz Investment Group Partners | 177k | $6.9k | 13% | Sep 2024 |
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Janney Montgomery Scott | 172k | $6.7M | 17% | Sep 2024 |
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Wealth Enhancement Advisory Services | 161k | $6.2M | -12% | Jun 2024 |
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Brookstone Capital Management | 156k | $6.1M | -2% | Sep 2024 |
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Valtinson Bruner Financial Planning | 148k | $5.8M | -2% | Sep 2024 |
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WPWealth | 146k | $5.7M | 23% | Sep 2024 |
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Colony | 140k | $5.4M | 1% | Sep 2024 |
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Mml Investors Services | 138k | $5.4M | 9% | Sep 2024 |
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CoreCap Advisors | 132k | $5.1M | 10% | Sep 2024 |
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Cetera Investment Advisers | 121k | $4.6M | -29% | Jun 2024 |
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Cambridge Investment Research Advisors | 114k | $4.4M | -12% | Sep 2024 |
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Change Path | 109k | $4.3M | 4% | Sep 2024 |
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Branch Banking & Trust Company | 106k | $4.1M | 1% | Jun 2024 |
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Stuart Chaussee & Associates | 99k | $3.8M | -96% | Jun 2024 |
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Blue Bell Private Wealth Management | 90k | $3.5M | -7% | Sep 2024 |
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William Blair $ Company | 90k | $3.5M | 0% | Sep 2024 |
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Frisch Financial Group | 82k | $3.2M | 100% | Sep 2024 |
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Goss Wealth Management | 79k | $3.0M | 0% | Jun 2024 |
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Kfg Wealth Management | 79k | $3.1M | -4% | Sep 2024 |
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Elmwood Wealth Management | 73k | $2.8M | 1% | Sep 2024 |
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Wealth Alliance | 60k | $2.3M | 0% | Sep 2024 |
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Mercer Global Advisors | 56k | $2.2M | -11% | Jun 2024 |
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CWM | 53k | $2.1M | 1477% | Sep 2024 |
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Cape Investment Advisory | 51k | $2.0M | 0% | Jun 2024 |
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HPM Partners | 51k | $2.0M | -2% | Sep 2024 |
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Diligent Investors | 50k | $2.0M | 1% | Sep 2024 |
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BCS Wealth Management | 49k | $1.9M | -7% | Sep 2024 |
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Townsquare Capital | 48k | $1.9M | -32% | Sep 2024 |
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RFG Advisory | 48k | $1.9M | -14% | Sep 2024 |
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Southland Equity Partners | 47k | $1.8M | -4% | Sep 2024 |
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Orion Portfolio Solutions | 43k | $1.7M | -34% | Sep 2024 |
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Berson & Corrado Investment Advisors | 43k | $1.7M | -2% | Sep 2024 |
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ARS Wealth Advisors Group | 42k | $1.7M | -1% | Sep 2024 |
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Chris Bulman | 42k | $1.6M | -13% | Sep 2024 |
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Retirement Income Solutions | 41k | $1.6M | -1% | Sep 2024 |
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Bedel Financial Consulting | 40k | $1.6M | -1% | Sep 2024 |
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Centaurus Financial | 39k | $1.5M | 0% | Sep 2024 |
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IFP Advisors | 36k | $1.4M | 0% | Jun 2024 |
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Sugar Maple Asset Management | 35k | $1.4M | -63% | Sep 2024 |
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Beacon Financial Advisory | 34k | $1.3M | -2% | Sep 2024 |
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AE Wealth Management | 33k | $1.3M | -11% | Sep 2024 |
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Jacobi Capital Management | 32k | $1.2M | 100% | Jun 2024 |
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MAI Wealth Advisors | 32k | $1.2M | 7% | Sep 2024 |
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Brown Wealth Management | 31k | $1.2M | -3% | Jun 2024 |
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Epic Trust Investment Advisors | 30k | $1.2M | 0% | Jun 2024 |
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Castle Rock Wealth Management | 30k | $1.2M | 2% | Sep 2024 |
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Patriot Financial Group Insurance Agency | 29k | $1.1M | 0% | Sep 2024 |
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Fulcrum Equity Management | 29k | $1.1M | -4% | Sep 2024 |
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Signature | 28k | $1.1M | 100% | Sep 2024 |
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Gladstone Institutional Advisory | 28k | $1.1M | 100% | Sep 2024 |
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ValMark Advisers | 26k | $1.0M | 0% | Sep 2024 |
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First Commonwealth Financial Corporation | 26k | $1.0M | -2% | Sep 2024 |
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Orion Capital Management | 26k | $1.0M | -6% | Sep 2024 |
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WorthPointe | 25k | $968k | 5% | Sep 2024 |
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Cornerstone Wealth Group | 24k | $928k | -2% | Sep 2024 |
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Focus Financial Network | 24k | $925k | -9% | Sep 2024 |
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Strategic Blueprint | 23k | $898k | 0% | Sep 2024 |
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FSA Advisors | 23k | $884k | -3% | Sep 2024 |
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Atria Wealth Solutions | 23k | $881k | 29% | Sep 2024 |
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Resources Investment Advisors | 22k | $839k | -4% | Sep 2024 |
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Nicolet Bankshares | 22k | $836k | 0% | Sep 2024 |
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Sugarloaf Wealth Management | 21k | $827k | 0% | Sep 2024 |
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City Holding | 21k | $824k | -14% | Sep 2024 |
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Outlook Wealth Advisors | 21k | $813k | 0% | Sep 2024 |
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H D Vest Advisory Services | 21k | $794k | 0% | Jun 2024 |
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U.S. Capital Wealth Advisors | 20k | $759k | 1% | Sep 2024 |
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Bellwether Advisors | 19k | $747k | -8% | Sep 2024 |
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Fragasso | 19k | $720k | 0% | Sep 2024 |
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Raymond James & Associates | 18k | $700k | -50% | Sep 2024 |
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Encompass More Asset Management | 17k | $679k | 100% | Sep 2024 |
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Sound View Wealth Advisors Group | 17k | $677k | -9% | Sep 2024 |
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AdvisorNet Financial | 17k | $652k | 18% | Sep 2024 |
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Clay Northam Wealth Management | 16k | $611k | -1% | Jun 2024 |
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SageView Advisory Group | 15k | $582k | -2% | Sep 2024 |
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AQR Capital Management | 15k | $576k | 100% | Sep 2024 |
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Arete Wealth Advisors | 15k | $571k | 13% | Sep 2024 |
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Advisory Alpha | 14k | $559k | 22% | Sep 2024 |
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Old Mission Capital | 14k | $532k | 100% | Jun 2024 |
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Cypress Financial Planning | 13k | $518k | -28% | Sep 2024 |
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Thoroughbred Financial Services | 13k | $507k | 0% | Sep 2024 |
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Long Island Wealth Management | 13k | $499k | -6% | Jun 2024 |
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SRS Capital Advisors | 13k | $502k | 17% | Sep 2024 |
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Compass Advisory Group | 13k | $498k | 0% | Sep 2024 |
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Central Valley Advisors | 13k | $486k | 0% | Sep 2024 |
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Harbour Investments | 12k | $474k | 59% | Sep 2024 |
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Nikulski Financial | 12k | $470k | -3% | Sep 2024 |
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City Center Advisors | 12k | $460k | -2% | Sep 2024 |
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Continuum Advisory | 12k | $461k | 3% | Sep 2024 |
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Summit Wealth Partners | 11k | $445k | 100% | Sep 2024 |
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Retirement Planning Group | 11k | $441k | 0% | Sep 2024 |
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Per Stirling Capital Management | 11k | $439k | 100% | Sep 2024 |
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Vishria Bird Financial Group | 11k | $437k | 0% | Sep 2024 |
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CRA Financial Services | 11k | $423k | 1% | Sep 2024 |
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Coldstream Capital Management | 11k | $410k | 100% | Sep 2024 |
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Koshinski Asset Management | 10k | $405k | 17% | Sep 2024 |
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Founders Financial Securities | 10k | $397k | 100% | Sep 2024 |
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Mutual Advisors | 9.9k | $387k | -3% | Sep 2024 |
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Gill Capital Partners | 9.8k | $382k | 0% | Sep 2024 |
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Weaver Consulting Group | 8.7k | $340k | 0% | Sep 2024 |
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Camden Capital | 8.5k | $332k | 0% | Sep 2024 |
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Atticus Wealth Management | 8.5k | $330k | 0% | Sep 2024 |
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BCGM Wealth Management | 8.4k | $328k | 0% | Sep 2024 |
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Weaver Capital Management | 8.2k | $321k | 0% | Sep 2024 |
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McAdam | 8.2k | $320k | 4% | Sep 2024 |
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Farther Finance Advisors | 8.1k | $316k | 100% | Sep 2024 |
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Sequoia Financial Advisors | 8.1k | $315k | 0% | Sep 2024 |
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XML Financial | 8.0k | $311k | 0% | Sep 2024 |
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VitalStone Financial | 7.3k | $284k | 100% | Sep 2024 |
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Barclays | 7.2k | $279k | 100% | Sep 2024 |
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Steward Partners Investment Advisory | 7.1k | $273k | 0% | Jun 2024 |
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American Asset Management | 7.0k | $271k | 0% | Sep 2024 |
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Financial Network Wealth Advisors | 6.9k | $267k | 35% | Sep 2024 |
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Honkamp Krueger Financial Services | 6.8k | $261k | 6% | Jun 2024 |
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Pensionmark Financial Group | 6.8k | $264k | 18% | Sep 2024 |
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Tradition Wealth Management | 6.6k | $256k | 0% | Sep 2024 |
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Compass Ion Advisors | 6.6k | $256k | 100% | Sep 2024 |
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Apollon Wealth Management | 6.5k | $255k | 0% | Sep 2024 |
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Goldstein Advisors | 6.4k | $250k | 100% | Sep 2024 |
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Kingsview Wealth Management | 6.3k | $247k | -1% | Sep 2024 |
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First Heartland Consultants | 6.1k | $239k | 9% | Sep 2024 |
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Legacy Capital Group California | 6.1k | $239k | -4% | Sep 2024 |
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Pinnacle Wealth Management Group | 6.1k | $238k | 0% | Sep 2024 |
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Sunbelt Securities | 6.0k | $233k | 0% | Sep 2024 |
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Leading Edge Financial Planning | 5.9k | $231k | 100% | Sep 2024 |
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Oakmont Partners | 5.7k | $222k | 0% | Sep 2024 |
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Verdence Capital Advisors | 5.6k | $219k | 100% | Sep 2024 |
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MBL Wealth | 5.5k | $211k | -8% | Jun 2024 |
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Crown Wealth Group | 5.4k | $209k | 0% | Sep 2024 |
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Principal Securities | 5.4k | $209k | 56% | Sep 2024 |
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Visionary Wealth Advisors | 5.3k | $206k | -50% | Sep 2024 |
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Integral Investment Advisors | 5.3k | $202k | 100% | Jun 2024 |
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Keystone Wealth Services | 5.2k | $204k | 0% | Sep 2024 |
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Wells Fargo & Company | 4.8k | $186k | 6% | Sep 2024 |
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Who sold out of Innovator Etfs Tr s&p 500 pwretf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Pillar Wealth Advisors | Mar 2024 | 101k | $3.8M |
Susquehanna International | Jun 2024 | 50k | $1.9M |
Jane Street | Jun 2024 | 40k | $1.5M |
International Assets Investment Management | Jun 2024 | 31k | $1.2M |
Axxcess Wealth Management | Jun 2024 | 25k | $973k |
Jpmorgan Chase & Co | Jun 2024 | 15k | $582k |
Nations Financial Group | Jun 2024 | 14k | $544k |
Citadel Advisors | Jun 2024 | 13k | $490k |
Ameritas Advisory Services | Jun 2024 | 11k | $436k |
Frank. Day | Jun 2024 | 9.1k | $349k |
My Personal CFO | Jun 2024 | 8.9k | $341k |
Royal Bank of Canada | Jun 2024 | 8.7k | $331k |
Maia Wealth | Jun 2024 | 5.7k | $220k |