Who owns Innovator Etfs Tr s&p 500 pwretf?
- Ticker: POCT
- CUSIP Number: 45782c797
Tip: Access positions for across all investors
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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Top investors of Innovator Etfs Tr s&p 500 pwretf stock
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 | 1.9M | $75M | 3% | Dec 2024 |
|
| Penserra Capital Management | 1.2M | $47M | 18% | Dec 2024 |
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| Brookstone Capital Management | 953k | $38M | 510% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 804k | $31M | -1% | Mar 2025 |
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| Raymond James Financial | 776k | $31M | 100% | Dec 2024 |
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| Commonwealth Equity Services | 451k | $18M | 3% | Dec 2024 |
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| Envestnet Asset Management | 339k | $13M | 32% | Dec 2024 |
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| Advisor Group Holdings | 333k | $13M | -1% | Dec 2024 |
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| Colony | 320k | $13M | 129% | Dec 2024 |
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| BKD Wealth Advisors | 266k | $11M | -7% | Dec 2024 |
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| Stephens | 260k | $10M | -1% | Dec 2024 |
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| HighTower Advisors | 239k | $9.5M | 15% | Dec 2024 |
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| Kestra Advisory Services | 236k | $9.3M | -38% | Dec 2024 |
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| Janney Montgomery Scott | 227k | $8.8M | 9% | Mar 2025 |
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| MAI Wealth Advisors | 222k | $8.8M | 600% | Dec 2024 |
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| Beacon Pointe Advisors | 206k | $8.1M | 13% | Dec 2024 |
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| Captrust Financial Advisors | 204k | $8.1M | 1% | Dec 2024 |
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| AA Financial Advisors | 203k | $7.9M | 0% | Mar 2025 |
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| Kovitz Investment Group Partners | 201k | $8.0M | 13% | Dec 2024 |
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| LPL Financial | 201k | $7.9M | 1% | Dec 2024 |
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| Bullseye Investment Management | 196k | $7.7M | 100% | Dec 2024 |
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| Mml Investors Services | 181k | $7.2M | 31% | Dec 2024 |
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| Motiv8 Investments | 180k | $7.1M | -23% | Dec 2024 |
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| Global Strategic Investment Solutions | 173k | $6.8M | -20% | Dec 2024 |
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| Cetera Investment Advisers | 162k | $6.4M | 6% | Dec 2024 |
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| Branch Banking & Trust Company | 152k | $6.0M | 8% | Dec 2024 |
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| Valtinson Bruner Financial Planning | 145k | $5.7M | -2% | Dec 2024 |
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| WPWealth | 144k | $5.7M | -2% | Dec 2024 |
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| Siligmueller & Norvid Wealth Advisors | 135k | $5.2M | 100% | Mar 2025 |
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| Kfg Wealth Management | 134k | $5.2M | -7% | Mar 2025 |
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| Principal Securities | 127k | $5.0M | 2279% | Dec 2024 |
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| William Blair $ Company | 125k | $5.0M | 40% | Dec 2024 |
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| Certified Advisory Corp | 125k | $4.9M | 100% | Dec 2024 |
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| Cresset Asset Management | 123k | $4.9M | -2% | Dec 2024 |
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| BCJ Capital Management | 121k | $4.8M | 23% | Dec 2024 |
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| CoreCap Advisors | 116k | $4.6M | -12% | Dec 2024 |
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| Change Path | 111k | $4.4M | 1% | Dec 2024 |
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| Stuart Chaussee & Associates | 104k | $4.1M | 6% | Dec 2024 |
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| Advisory Services Network | 102k | $4.0M | 100% | Dec 2024 |
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| First Commonwealth Financial Corporation | 96k | $3.8M | 265% | Dec 2024 |
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| Cambridge Investment Research Advisors | 95k | $3.7M | -17% | Dec 2024 |
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| Jacobi Capital Management | 93k | $3.7M | 0% | Dec 2024 |
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| Advisory Alpha | 93k | $3.6M | 15% | Mar 2025 |
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| Southland Equity Partners | 91k | $3.5M | 0% | Mar 2025 |
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| Blue Bell Private Wealth Management | 90k | $3.5M | 0% | Dec 2024 |
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| CWM | 89k | $3.5M | 68% | Dec 2024 |
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| Orion Portfolio Solutions | 84k | $3.3M | 95% | Dec 2024 |
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| Frisch Financial Group | 81k | $3.2M | -1% | Dec 2024 |
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| Elmwood Wealth Management | 73k | $2.9M | 0% | Dec 2024 |
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| Wealth Alliance | 73k | $2.9M | 22% | Dec 2024 |
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| Berson & Corrado Investment Advisors | 72k | $2.9M | 68% | Dec 2024 |
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| Goss Wealth Management | 72k | $2.8M | 21% | Dec 2024 |
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| Capasso Planning Partners | 71k | $2.8M | 100% | Dec 2024 |
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| Atria Wealth Solutions | 63k | $2.5M | 177% | Dec 2024 |
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| RFG Advisory | 59k | $2.3M | 32% | Mar 2025 |
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| Tradition Wealth Management | 58k | $2.3M | 776% | Dec 2024 |
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| AE Wealth Management | 57k | $2.3M | 72% | Dec 2024 |
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| SageView Advisory Group | 54k | $2.1M | 260% | Dec 2024 |
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| Jane Street | 54k | $2.1M | 100% | Dec 2024 |
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| Mercer Global Advisors | 53k | $2.1M | -3% | Dec 2024 |
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| IFP Advisors | 53k | $2.1M | 50% | Dec 2024 |
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| Diligent Investors | 52k | $2.0M | 3% | Mar 2025 |
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| Chris Bulman | 52k | $2.0M | 0% | Mar 2025 |
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| HPM Partners | 51k | $2.0M | 2% | Dec 2024 |
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| Farther Finance Advisors | 49k | $1.9M | 41% | Mar 2025 |
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| BCS Wealth Management | 48k | $1.9M | -18% | Mar 2025 |
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| Cape Investment Advisory | 43k | $1.7M | -1% | Dec 2024 |
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| Centaurus Financial | 43k | $1.7M | 11% | Dec 2024 |
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| Global Assets Advisory | 43k | $1.7M | 100% | Dec 2024 |
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| Retirement Income Solutions | 41k | $1.6M | 0% | Dec 2024 |
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| WorthPointe | 41k | $1.6M | 65% | Dec 2024 |
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| Bedel Financial Consulting | 40k | $1.6M | 0% | Dec 2024 |
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| CRA Financial Services | 37k | $1.4M | -4% | Mar 2025 |
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| Townsquare Capital | 36k | $1.4M | -25% | Dec 2024 |
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| O'Connor Financial Group | 36k | $1.4M | 0% | Mar 2025 |
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| Beacon Financial Advisory | 34k | $1.3M | -1% | Dec 2024 |
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| Bellwether Advisors | 33k | $1.3M | 71% | Dec 2024 |
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| Patriot Financial Group Insurance Agency | 33k | $1.3M | -1% | Mar 2025 |
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| Encompass More Asset Management | 31k | $1.2M | 78% | Dec 2024 |
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| Absolute Investment Management | 30k | $1.2M | 100% | Dec 2024 |
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| International Assets Investment Management | 30k | $1.2M | 100% | Dec 2024 |
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| Armis Advisers | 30k | $1.2M | 100% | Dec 2024 |
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| Sugar Maple Asset Management | 29k | $1.1M | -15% | Mar 2025 |
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| Resources Investment Advisors | 29k | $1.1M | 35% | Dec 2024 |
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| Castle Rock Wealth Management | 28k | $1.1M | -5% | Dec 2024 |
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| Gill Capital Partners | 28k | $1.1M | 187% | Dec 2024 |
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| U.S. Capital Wealth Advisors | 28k | $1.1M | 44% | Dec 2024 |
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| Helium Advisors | 28k | $1.1M | 100% | Dec 2024 |
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| Signature | 28k | $1.1M | 0% | Dec 2024 |
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| Cornerstone Wealth Group | 27k | $1.1M | 12% | Dec 2024 |
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| ValMark Advisers | 26k | $1.0M | 0% | Dec 2024 |
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| Orion Capital Management | 25k | $990k | -3% | Dec 2024 |
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| Sugarloaf Wealth Management | 25k | $983k | 17% | Dec 2024 |
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| Harbour Investments | 25k | $982k | 104% | Dec 2024 |
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| Strategic Blueprint | 24k | $952k | 4% | Dec 2024 |
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| H D Vest Advisory Services | 23k | $926k | 12% | Dec 2024 |
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| FSA Advisors | 22k | $859k | -3% | Dec 2024 |
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| ARS Wealth Advisors Group | 21k | $822k | -50% | Mar 2025 |
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| Outlook Wealth Advisors | 21k | $811k | 0% | Mar 2025 |
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| HFG Wealth Management | 20k | $791k | 100% | Mar 2025 |
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| Focus Financial Network | 19k | $750k | -3% | Mar 2025 |
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| Nicolet Bankshares | 19k | $752k | -11% | Dec 2024 |
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| City Holding | 18k | $714k | -4% | Mar 2025 |
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| Fragasso | 18k | $709k | 0% | Mar 2025 |
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| Nations Financial Group | 18k | $707k | 100% | Dec 2024 |
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| Sound View Wealth Advisors Group | 17k | $687k | 0% | Dec 2024 |
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| Capital Analysts | 17k | $680k | -6% | Dec 2024 |
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| Oakmont Partners | 17k | $652k | 189% | Dec 2024 |
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| Ameritas Advisory Services | 16k | $634k | 100% | Dec 2024 |
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| AdvisorNet Financial | 16k | $601k | -7% | Mar 2025 |
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| Compass Advisory Group | 15k | $601k | 19% | Dec 2024 |
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| Feltz Wealth PLAN | 15k | $586k | 100% | Dec 2024 |
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| AQR Capital Management | 15k | $585k | 0% | Dec 2024 |
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| Keystone Financial Group | 15k | $578k | 100% | Dec 2024 |
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| Wood Tarver Financial Group | 15k | $574k | 100% | Dec 2024 |
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| Brown Wealth Management | 14k | $571k | -26% | Dec 2024 |
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| Weaver Consulting Group | 14k | $567k | 64% | Dec 2024 |
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| Quest 10 Wealth Builders | 14k | $564k | 100% | Dec 2024 |
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| Clay Northam Wealth Management | 14k | $557k | -12% | Dec 2024 |
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| Founders Financial Securities | 14k | $543k | 34% | Dec 2024 |
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| SRS Capital Advisors | 13k | $518k | 2% | Dec 2024 |
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| Weaver Capital Management | 13k | $515k | 58% | Dec 2024 |
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| Triad Wealth Partners | 13k | $514k | 100% | Dec 2024 |
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| Thoroughbred Financial Services | 13k | $513k | 0% | Dec 2024 |
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| Arete Wealth Advisors | 13k | $512k | -12% | Dec 2024 |
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| City Center Advisors | 13k | $497k | 5% | Mar 2025 |
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| Per Stirling Capital Management | 13k | $496k | 11% | Dec 2024 |
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| Central Valley Advisors | 13k | $485k | 0% | Mar 2025 |
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| BCGM Wealth Management | 12k | $492k | 47% | Dec 2024 |
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| Nikulski Financial | 12k | $489k | 2% | Dec 2024 |
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| Long Island Wealth Management | 12k | $476k | -8% | Dec 2024 |
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| Cypress Financial Planning | 12k | $462k | -10% | Mar 2025 |
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| Continuum Advisory | 12k | $461k | 0% | Dec 2024 |
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| Vishria Bird Financial Group | 11k | $444k | 0% | Dec 2024 |
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| Pinnacle Wealth Management Group | 11k | $429k | -11% | Mar 2025 |
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| Coldstream Capital Management | 11k | $417k | 0% | Dec 2024 |
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| IHT Wealth Management | 10k | $400k | 100% | Dec 2024 |
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| Summit Wealth Partners | 10k | $400k | -12% | Dec 2024 |
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| Waterloo Capital | 9.7k | $382k | 100% | Dec 2024 |
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| Mutual Advisors | 9.6k | $383k | -3% | Dec 2024 |
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| Retirement Planning Group | 9.3k | $362k | 0% | Mar 2025 |
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| Koshinski Asset Management | 9.2k | $363k | -12% | Dec 2024 |
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| Garden State Investment Advisory Services | 9.1k | $358k | 100% | Dec 2024 |
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| First Heartland Consultants | 8.8k | $347k | 44% | Dec 2024 |
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| Camden Capital | 8.5k | $338k | 0% | Dec 2024 |
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| Atticus Wealth Management | 8.5k | $335k | 0% | Dec 2024 |
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| Atala Financial | 8.4k | $333k | 100% | Dec 2024 |
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| McAdam | 8.3k | $329k | 1% | Dec 2024 |
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| Defined Financial Planning | 8.2k | $318k | 17% | Mar 2025 |
|
| Sequoia Financial Advisors | 8.1k | $320k | 0% | Dec 2024 |
|
Who sold out of Innovator Etfs Tr s&p 500 pwretf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Silver Oak Securities | Dec 2024 | 34k | $1.3M |
| Fulcrum Equity Management | Sep 2024 | 29k | $1.1M |
| Gladstone Institutional Advisory | Sep 2024 | 28k | $1.1M |