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 |
|---|---|---|---|---|---|
| Stuart Chaussee & Associates | 2.6M | $98M | -1% | Mar 2024 |
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| Alliancebernstein | 1.6M | $59M | -13% | Dec 2023 |
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| Penserra Capital Management | 901k | $34M | 8% | Mar 2024 |
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| Global Strategic Investment Solutions | 870k | $33M | -5% | Mar 2024 |
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| Commonwealth Equity Services | 611k | $23M | -36% | Mar 2024 |
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| Advisor Group Holdings | 445k | $17M | -11% | Mar 2024 |
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| BKD Wealth Advisors | 336k | $13M | -1% | Mar 2024 |
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| Raymond James Financial Services Advisors | 318k | $12M | -25% | Mar 2024 |
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| Stephens | 267k | $10M | 1% | Mar 2024 |
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| LPL Financial | 219k | $8.2M | 126% | Mar 2024 |
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| HighTower Advisors | 207k | $7.8M | -8% | Mar 2024 |
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| Captrust Financial Advisors | 203k | $7.6M | 0% | Mar 2024 |
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| BCJ Capital Management | 195k | $7.0M | 10% | Dec 2023 |
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| Beacon Pointe Advisors | 193k | $7.0M | 53% | Dec 2023 |
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| Envestnet Asset Management | 191k | $7.2M | 1% | Mar 2024 |
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| Brookstone Capital Management | 187k | $7.0M | -79% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 184k | $6.9M | -1% | Mar 2024 |
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| WPWealth | 182k | $6.8M | -19% | Mar 2024 |
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| AA Financial Advisors | 174k | $6.5M | 100% | Mar 2024 |
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| Cambridge Investment Research Advisors | 174k | $6.5M | -52% | Mar 2024 |
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| Strategic Wealth Partners | 167k | $6.2M | 100% | Mar 2024 |
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| Valtinson Bruner Financial Planning | 153k | $5.7M | -1% | Mar 2024 |
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| Kestra Advisory Services | 147k | $5.3M | 138% | Dec 2023 |
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| InterOcean Capital Group | 138k | $5.0M | 2% | Dec 2023 |
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| Janney Montgomery Scott | 122k | $4.6M | 8% | Mar 2024 |
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| Change Path | 107k | $3.8M | 213% | Dec 2023 |
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| Branch Banking & Trust Company | 106k | $4.0M | -2% | Mar 2024 |
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| Blue Bell Private Wealth Management | 101k | $3.8M | -2% | Mar 2024 |
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| Pillar Wealth Advisors | 101k | $3.8M | 0% | Mar 2024 |
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| CoreCap Advisors | 99k | $3.6M | 7% | Dec 2023 |
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| Sugar Maple Asset Management | 97k | $3.6M | 100% | Mar 2024 |
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| William Blair $ Company | 90k | $3.4M | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 88k | $3.3M | 100% | Mar 2024 |
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| Kfg Wealth Management | 87k | $3.3M | 1% | Mar 2024 |
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| Lincoln National | 81k | $3.0M | 12% | Mar 2024 |
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| Goss Wealth Management | 79k | $3.0M | 332% | Mar 2024 |
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| Elmwood Wealth Management | 79k | $3.0M | 293% | Mar 2024 |
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| Townsquare Capital | 71k | $2.6M | -79% | Mar 2024 |
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| Orion Portfolio Solutions | 66k | $2.5M | -12% | Mar 2024 |
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| Mercer Global Advisors | 64k | $2.4M | -12% | Mar 2024 |
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| BCS Wealth Management | 62k | $2.2M | 31% | Dec 2023 |
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| Wealth Alliance | 60k | $2.2M | 0% | Mar 2024 |
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| Cape Investment Advisory | 53k | $1.9M | 50% | Dec 2023 |
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| Outlook Wealth Advisors | 51k | $1.9M | 0% | Mar 2024 |
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| RFG Advisory | 51k | $1.9M | 100% | Mar 2024 |
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| Diligent Investors | 50k | $1.9M | -1% | Mar 2024 |
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| Southland Equity Partners | 50k | $1.9M | 20% | Mar 2024 |
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| Raymond James & Associates | 47k | $1.8M | -12% | Mar 2024 |
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| Berson & Corrado Investment Advisors | 45k | $1.7M | -3% | Mar 2024 |
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| Sigma Planning | 44k | $1.6M | -15% | Mar 2024 |
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| ARS Wealth Advisors Group | 43k | $1.6M | 0% | Mar 2024 |
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| Retirement Income Solutions | 42k | $1.6M | -3% | Mar 2024 |
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| Capital Analysts | 42k | $1.6M | -2% | Mar 2024 |
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| Bedel Financial Consulting | 41k | $1.6M | -1% | Mar 2024 |
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| HPM Partners | 41k | $1.5M | 0% | Mar 2024 |
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| Centaurus Financial | 40k | $1.5M | -7% | Mar 2024 |
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| AE Wealth Management | 39k | $1.5M | -57% | Mar 2024 |
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| Sugarloaf Wealth Management | 37k | $1.4M | 0% | Mar 2024 |
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| IFP Advisors | 36k | $1.3M | 45% | Dec 2023 |
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| MAI Wealth Advisors | 32k | $1.2M | -4% | Mar 2024 |
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| Brown Wealth Management | 32k | $1.2M | -87% | Mar 2024 |
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| International Assets Investment Management | 32k | $1.2M | 0% | Mar 2024 |
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| Axxcess Wealth Management | 31k | $1.1M | 1% | Dec 2023 |
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| Epic Trust Investment Advisors | 30k | $1.1M | 0% | Mar 2024 |
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| Patriot Financial Group Insurance Agency | 30k | $1.1M | -1% | Mar 2024 |
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| Castle Rock Wealth Management | 29k | $1.1M | 0% | Mar 2024 |
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| Focus Financial Network | 28k | $1.0M | 100% | Dec 2023 |
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| Orion Capital Management | 28k | $1.0M | 0% | Mar 2024 |
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| First Commonwealth Financial Corporation | 27k | $966k | 21% | Dec 2023 |
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| Focus Financial Network | 27k | $989k | 100% | Mar 2024 |
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| Jane Street | 27k | $993k | 100% | Mar 2024 |
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| ValMark Advisers | 26k | $989k | 0% | Mar 2024 |
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| City Holding | 25k | $933k | -5% | Mar 2024 |
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| Cornerstone Wealth Group | 25k | $921k | 16% | Mar 2024 |
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| Bellwether Advisors | 24k | $903k | 0% | Mar 2024 |
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| Beacon Financial Advisory | 24k | $900k | 0% | Mar 2024 |
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| Nicolet Bankshares | 24k | $893k | 100% | Mar 2024 |
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| WorthPointe | 24k | $856k | 72% | Dec 2023 |
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| Strategic Blueprint | 23k | $879k | -4% | Mar 2024 |
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| Resources Investment Advisors | 23k | $859k | 28% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 22k | $838k | -15% | Mar 2024 |
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| H D Vest Advisory Services | 21k | $778k | -3% | Mar 2024 |
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| SageView Advisory Group | 20k | $746k | 17% | Mar 2024 |
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| Sound View Wealth Advisors Group | 20k | $730k | -11% | Mar 2024 |
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| Cypress Financial Planning | 19k | $697k | 28% | Mar 2024 |
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| Fragasso | 19k | $693k | 0% | Mar 2024 |
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| Atria Wealth Solutions | 18k | $665k | -49% | Mar 2024 |
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| Thoroughbred Financial Services | 17k | $647k | -10% | Mar 2024 |
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| Nations Financial Group | 17k | $640k | 0% | Mar 2024 |
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| Weaver Capital Management | 17k | $623k | 0% | Mar 2024 |
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| Clay Northam Wealth Management | 16k | $606k | 0% | Mar 2024 |
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| AdvisorNet Financial | 14k | $531k | -3% | Mar 2024 |
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| Long Island Wealth Management | 14k | $522k | 0% | Mar 2024 |
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| Susquehanna International | 14k | $509k | 100% | Mar 2024 |
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| SRS Capital Advisors | 13k | $472k | 16% | Dec 2023 |
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| Arete Wealth Advisors | 13k | $485k | 0% | Mar 2024 |
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| Compass Advisory Group | 13k | $479k | 0% | Mar 2024 |
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| Central Valley Advisors | 13k | $468k | 0% | Mar 2024 |
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| Nikulski Financial | 13k | $468k | -1% | Mar 2024 |
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| Aurum Wealth Management Group | 12k | $428k | 23% | Dec 2023 |
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| Advisory Alpha | 12k | $441k | -3% | Mar 2024 |
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| Retirement Planning Group | 12k | $441k | 0% | Mar 2024 |
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| Continuum Advisory | 11k | $429k | -7% | Mar 2024 |
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| WCG Wealth Advisors | 11k | $423k | 0% | Mar 2024 |
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| Vishria Bird Financial Group | 11k | $421k | 0% | Mar 2024 |
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| Mutual Advisors | 11k | $417k | 0% | Mar 2024 |
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| Betterment | 11k | $403k | -4% | Mar 2024 |
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| CRA Financial Services | 11k | $401k | -16% | Mar 2024 |
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| Visionary Wealth Advisors | 11k | $395k | -5% | Mar 2024 |
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| Coldstream Capital Management | 11k | $381k | 100% | Dec 2023 |
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| Gill Capital Partners | 9.8k | $367k | -6% | Mar 2024 |
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| Keystone Wealth Services | 9.6k | $362k | 0% | Mar 2024 |
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| Kingsview Wealth Management | 9.5k | $356k | -9% | Mar 2024 |
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| My Personal CFO | 9.4k | $353k | -5% | Mar 2024 |
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| Weaver Consulting Group | 9.2k | $344k | 0% | Mar 2024 |
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| VitalStone Financial | 9.1k | $343k | 100% | Mar 2024 |
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| Koshinski Asset Management | 8.5k | $320k | -34% | Mar 2024 |
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| Atticus Wealth Management | 8.5k | $317k | 0% | Mar 2024 |
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| BCGM Wealth Management | 8.4k | $316k | 0% | Mar 2024 |
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| Sequoia Financial Advisors | 8.1k | $303k | 0% | Mar 2024 |
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| XML Financial | 8.0k | $300k | 0% | Mar 2024 |
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| McAdam | 7.9k | $295k | 0% | Mar 2024 |
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| Harbour Investments | 7.7k | $276k | 269% | Dec 2023 |
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| Berkshire Money Management | 7.4k | $276k | 100% | Mar 2024 |
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| Steward Partners Investment Advisory | 7.1k | $267k | 0% | Mar 2024 |
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| American Asset Management | 7.0k | $261k | 0% | Mar 2024 |
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| Tradition Wealth Management | 6.6k | $247k | 100% | Mar 2024 |
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| Apollon Wealth Management | 6.5k | $245k | 0% | Mar 2024 |
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| Mitchell Capital Management | 6.4k | $241k | 100% | Mar 2024 |
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| Honkamp Krueger Financial Services | 6.4k | $241k | 100% | Mar 2024 |
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| Pinnacle Wealth Management Group | 6.1k | $229k | -44% | Mar 2024 |
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| Sunbelt Securities | 6.0k | $225k | -40% | Mar 2024 |
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| MBL Wealth | 6.0k | $225k | 0% | Mar 2024 |
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| First Heartland Consultants | 5.8k | $216k | 100% | Mar 2024 |
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| Pensionmark Financial Group | 5.7k | $214k | 0% | Mar 2024 |
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| Oakmont Partners | 5.7k | $214k | 0% | Mar 2024 |
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| Crown Wealth Group | 5.4k | $201k | -23% | Mar 2024 |
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| Royal Bank of Canada | 5.1k | $190k | -5% | Mar 2024 |
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| Benjamin F. Edwards & Company | 4.7k | $175k | 43% | Mar 2024 |
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| Clear Point Advisors | 3.8k | $141k | -1% | Mar 2024 |
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| Principal Securities | 3.4k | $129k | 1% | Mar 2024 |
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| CWM | 3.0k | $113k | 0% | Mar 2024 |
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| Hartland & Co | 2.3k | $84k | 0% | Dec 2023 |
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| EverSource Wealth Advisors | 2.3k | $83k | 0% | Mar 2024 |
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| Wagner Wealth Management | 2.0k | $75k | 0% | Mar 2024 |
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| Brown Brothers Harriman & Co. | 1.7k | $65k | 100% | Mar 2024 |
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| DHJJ Financial Advisors | 1.5k | $56k | 0% | Mar 2024 |
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| Creative Financial Designs | 1.0k | $38k | 0% | Mar 2024 |
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| Morgan Stanley | 838.00 | $31k | -59% | Mar 2024 |
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| Ronald Blue Trust | 761.00 | $29k | 0% | Mar 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 |
|---|---|---|---|
| Ameritas Advisory Services | Sep 2023 | 11k | $358k |
| Certified Advisory Corp | Dec 2023 | 9.1k | $330k |
| Stratos Wealth Advisors | Dec 2023 | 7.6k | $273k |
| Applied Capital | Dec 2023 | 7.0k | $252k |
| Advisory Services Network | Dec 2023 | 4.4k | $157k |
| Raleigh Capital Management | Dec 2023 | 3.5k | $127k |
| Harbor Investment Advisory | Dec 2023 | 1.3k | $47k |