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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Stuart Chaussee & Associates | 2.6M | $95M | 100% | Dec 2023 |
|
| Alliancebernstein | 1.6M | $59M | -13% | Dec 2023 |
|
| Commonwealth Equity Services | 947k | $34M | 57% | Dec 2023 |
|
| Global Strategic Investment Solutions | 912k | $33M | 331% | Dec 2023 |
|
| Penserra Capital Management | 833k | $28M | 23% | Dec 2023 |
|
| Advisor Group Holdings | 503k | $18M | 41% | Dec 2023 |
|
| Raymond James Financial Services Advisors | 424k | $15M | 48% | Dec 2023 |
|
| Cambridge Investment Research Advisors | 360k | $13M | 486% | Dec 2023 |
|
| BKD Wealth Advisors | 339k | $12M | -6% | Dec 2023 |
|
| Townsquare Capital | 338k | $12M | 270% | Dec 2023 |
|
| Brown Wealth Management | 239k | $8.6M | 1907% | Dec 2023 |
|
| WPWealth | 226k | $8.2M | -5% | Dec 2023 |
|
| HighTower Advisors | 225k | $8.1M | 57% | Dec 2023 |
|
| Captrust Financial Advisors | 204k | $7.4M | 165% | Dec 2023 |
|
| BCJ Capital Management | 195k | $7.0M | 10% | Dec 2023 |
|
| Beacon Pointe Advisors | 193k | $7.0M | 53% | Dec 2023 |
|
| Brookstone Capital Management | 187k | $7.0M | -79% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 184k | $6.9M | -1% | Mar 2024 |
|
| Valtinson Bruner Financial Planning | 155k | $5.6M | 0% | Dec 2023 |
|
| Kestra Advisory Services | 147k | $5.3M | 138% | Dec 2023 |
|
| InterOcean Capital Group | 138k | $5.0M | 2% | Dec 2023 |
|
| Janney Montgomery Scott | 113k | $4.1M | 17% | Dec 2023 |
|
| Branch Banking & Trust Company | 108k | $3.9M | 6% | Dec 2023 |
|
| Change Path | 107k | $3.8M | 213% | Dec 2023 |
|
| Blue Bell Private Wealth Management | 103k | $3.7M | 0% | Dec 2023 |
|
| Pillar Wealth Advisors | 101k | $3.6M | 0% | Dec 2023 |
|
| CoreCap Advisors | 99k | $3.6M | 7% | Dec 2023 |
|
| AE Wealth Management | 90k | $3.3M | 22% | Dec 2023 |
|
| William Blair $ Company | 90k | $3.2M | 22866% | Dec 2023 |
|
| Kfg Wealth Management | 86k | $3.1M | 139% | Dec 2023 |
|
| Orion Portfolio Solutions | 74k | $2.7M | 100% | Dec 2023 |
|
| Mercer Global Advisors | 73k | $2.6M | 100% | Dec 2023 |
|
| Lincoln National | 72k | $2.6M | 31% | Dec 2023 |
|
| BCS Wealth Management | 62k | $2.2M | 31% | Dec 2023 |
|
| Wealth Alliance | 60k | $2.1M | 0% | Dec 2023 |
|
| Raymond James & Associates | 53k | $1.9M | 232% | Dec 2023 |
|
| Cape Investment Advisory | 53k | $1.9M | 50% | Dec 2023 |
|
| Sigma Planning | 52k | $1.9M | 100% | Dec 2023 |
|
| RFG Advisory | 51k | $1.9M | 100% | Mar 2024 |
|
| Diligent Investors | 50k | $1.8M | 51% | Dec 2023 |
|
| Outlook Wealth Advisors | 50k | $1.8M | 78% | Dec 2023 |
|
| Southland Equity Partners | 50k | $1.9M | 20% | Mar 2024 |
|
| Berson & Corrado Investment Advisors | 46k | $1.7M | 100% | Dec 2023 |
|
| Retirement Income Solutions | 44k | $1.6M | 13% | Dec 2023 |
|
| ARS Wealth Advisors Group | 43k | $1.5M | -4% | Dec 2023 |
|
| Capital Analysts | 43k | $1.5M | 1% | Dec 2023 |
|
| Centaurus Financial | 43k | $1.5M | 107% | Dec 2023 |
|
| Bedel Financial Consulting | 42k | $1.5M | 0% | Dec 2023 |
|
| HPM Partners | 41k | $1.5M | 29% | Dec 2023 |
|
| Sugarloaf Wealth Management | 37k | $1.3M | 4% | Dec 2023 |
|
| IFP Advisors | 36k | $1.3M | 45% | Dec 2023 |
|
| Atria Wealth Solutions | 35k | $1.3M | 157% | Dec 2023 |
|
| MAI Wealth Advisors | 34k | $1.2M | 229% | Dec 2023 |
|
| International Assets Investment Management | 32k | $1.2M | 0% | Mar 2024 |
|
| Axxcess Wealth Management | 31k | $1.1M | 1% | Dec 2023 |
|
| Epic Trust Investment Advisors | 30k | $1.1M | -1% | Dec 2023 |
|
| Patriot Financial Group Insurance Agency | 30k | $1.1M | 37% | Dec 2023 |
|
| Castle Rock Wealth Management | 29k | $1.0M | 24% | Dec 2023 |
|
| Focus Financial Network | 28k | $1.0M | 100% | Dec 2023 |
|
| Orion Capital Management | 28k | $997k | 24% | Dec 2023 |
|
| First Commonwealth Financial Corporation | 27k | $966k | 21% | Dec 2023 |
|
| ValMark Advisers | 26k | $953k | 3% | Dec 2023 |
|
| U.S. Capital Wealth Advisors | 26k | $948k | -9% | Dec 2023 |
|
| City Holding | 25k | $933k | -5% | Mar 2024 |
|
| Cornerstone Wealth Group | 25k | $921k | 16% | Mar 2024 |
|
| Strategic Blueprint | 24k | $880k | -6% | Dec 2023 |
|
| Bellwether Advisors | 24k | $870k | 0% | Dec 2023 |
|
| Beacon Financial Advisory | 24k | $867k | -4% | Dec 2023 |
|
| WorthPointe | 24k | $856k | 72% | Dec 2023 |
|
| Sound View Wealth Advisors Group | 22k | $791k | -1% | Dec 2023 |
|
| H D Vest Advisory Services | 21k | $772k | -56% | Dec 2023 |
|
| Elmwood Wealth Management | 20k | $727k | -72% | Dec 2023 |
|
| Thoroughbred Financial Services | 19k | $689k | 100% | Dec 2023 |
|
| Cypress Financial Planning | 19k | $697k | 28% | Mar 2024 |
|
| Fragasso | 19k | $693k | 0% | Mar 2024 |
|
| Nations Financial Group | 17k | $617k | 41% | Dec 2023 |
|
| SageView Advisory Group | 17k | $618k | 0% | Dec 2023 |
|
| Clay Northam Wealth Management | 16k | $584k | 4% | Dec 2023 |
|
| AdvisorNet Financial | 14k | $531k | -3% | Mar 2024 |
|
| Long Island Wealth Management | 14k | $503k | 100% | Dec 2023 |
|
| SRS Capital Advisors | 13k | $472k | 16% | Dec 2023 |
|
| Koshinski Asset Management | 13k | $471k | 25% | Dec 2023 |
|
| Arete Wealth Advisors | 13k | $467k | 100% | Dec 2023 |
|
| Compass Advisory Group | 13k | $462k | 6% | Dec 2023 |
|
| Central Valley Advisors | 13k | $468k | 0% | Mar 2024 |
|
| Nikulski Financial | 13k | $468k | -1% | Mar 2024 |
|
| Continuum Advisory | 12k | $441k | 100% | Dec 2023 |
|
| Advisory Alpha | 12k | $438k | 100% | Dec 2023 |
|
| Aurum Wealth Management Group | 12k | $428k | 23% | Dec 2023 |
|
| Retirement Planning Group | 12k | $441k | 0% | Mar 2024 |
|
| WCG Wealth Advisors | 11k | $407k | -5% | Dec 2023 |
|
| Betterment | 11k | $407k | -6% | Dec 2023 |
|
| Vishria Bird Financial Group | 11k | $405k | 0% | Dec 2023 |
|
| Mutual Advisors | 11k | $402k | -7% | Dec 2023 |
|
| Visionary Wealth Advisors | 11k | $399k | 100% | Dec 2023 |
|
| Pinnacle Wealth Management Group | 11k | $390k | 0% | Dec 2023 |
|
| CRA Financial Services | 11k | $401k | -16% | Mar 2024 |
|
| Coldstream Capital Management | 11k | $381k | 100% | Dec 2023 |
|
| Kingsview Wealth Management | 11k | $378k | 0% | Dec 2023 |
|
| Gill Capital Partners | 10k | $376k | 6% | Dec 2023 |
|
| My Personal CFO | 9.9k | $357k | -9% | Dec 2023 |
|
| Keystone Wealth Services | 9.6k | $362k | 0% | Mar 2024 |
|
| Weaver Consulting Group | 9.2k | $344k | 0% | Mar 2024 |
|
| Certified Advisory Corp | 9.1k | $330k | 100% | Dec 2023 |
|
| Atticus Wealth Management | 8.5k | $317k | 0% | Mar 2024 |
|
| BCGM Wealth Management | 8.4k | $304k | 0% | Dec 2023 |
|
| Sequoia Financial Advisors | 8.1k | $292k | 28% | Dec 2023 |
|
| McAdam | 7.9k | $284k | 15% | Dec 2023 |
|
| Harbour Investments | 7.7k | $276k | 269% | Dec 2023 |
|
| Steward Partners Investment Advisory | 7.1k | $257k | 0% | Dec 2023 |
|
| Crown Wealth Group | 7.0k | $252k | 100% | Dec 2023 |
|
| Applied Capital | 7.0k | $252k | 100% | Dec 2023 |
|
| American Asset Management | 7.0k | $251k | -77% | Dec 2023 |
|
| Apollon Wealth Management | 6.5k | $236k | 0% | Dec 2023 |
|
| Sunbelt Securities | 6.0k | $225k | -40% | Mar 2024 |
|
| MBL Wealth | 6.0k | $217k | 0% | Dec 2023 |
|
| Pensionmark Financial Group | 5.7k | $207k | 100% | Dec 2023 |
|
| Oakmont Partners | 5.7k | $206k | 100% | Dec 2023 |
|
| Royal Bank of Canada | 5.4k | $193k | 100% | Dec 2023 |
|
| Advisory Services Network | 4.4k | $157k | 100% | Dec 2023 |
|
| Raleigh Capital Management | 3.5k | $127k | 100% | Dec 2023 |
|
| Principal Securities | 3.4k | $123k | 100% | Dec 2023 |
|
| Benjamin F. Edwards & Company | 3.3k | $118k | 2685% | Dec 2023 |
|
| CWM | 3.0k | $113k | 0% | Mar 2024 |
|
| Hartland & Co | 2.3k | $84k | 0% | Dec 2023 |
|
| EverSource Wealth Advisors | 2.3k | $83k | 0% | Dec 2023 |
|
| Wagner Wealth Management | 2.0k | $72k | 100% | Dec 2023 |
|
| DHJJ Financial Advisors | 1.5k | $56k | 0% | Mar 2024 |
|
| Creative Financial Designs | 1.0k | $36k | 0% | Dec 2023 |
|
| Ronald Blue Trust | 761.00 | $26k | 0% | Dec 2023 |
|
| Ambassador Advisors | 646.00 | $24k | 100% | Dec 2023 |
|
| Vima | 468.00 | $17k | 100% | Dec 2023 |
|
| Farmers & Merchants Investment | 400.00 | $14k | 100% | Dec 2023 |
|
| Spire Wealth Management | 107.00 | $3.9k | 0% | Dec 2023 |
|
| Impact Partnership Wealth | 83.00 | $3.0k | 100% | Dec 2023 |
|
| TSFG | 17.00 | $999.999500 | 0% | Mar 2024 |
|
Who sold out of Innovator Etfs Tr s&p 500 pwretf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Berkshire Money Management | Sep 2023 | 11k | $363k |
| Ameritas Advisory Services | Sep 2023 | 11k | $358k |
| Stratos Wealth Advisors | Dec 2023 | 7.6k | $273k |
| Harbor Investment Advisory | Dec 2023 | 1.3k | $47k |
| Authentikos Wealth Advisory | Sep 2023 | 200.00 | $6.8k |