Who owns Innovator Etfs Tr s&p 500 pwr bu?
- Ticker: PDEC
- CUSIP Number: 45782c540
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Analyze quarterly positions in Innovator Etfs Tr s&p 500 pwr bu 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 pwr bu this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Alliancebernstein | 5.4M | $189M | 57% | Dec 2023 |
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Strategic Wealth Partners | 1.1M | $40M | 1% | Mar 2024 |
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Brookstone Capital Management | 1.0M | $38M | -20% | Mar 2024 |
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Penserra Capital Management | 942k | $31M | 8% | Mar 2024 |
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HighTower Advisors | 616k | $23M | 0% | Mar 2024 |
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Commonwealth Equity Services | 558k | $20M | -3% | Mar 2024 |
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Advisor Group Holdings | 533k | $20M | -5% | Mar 2024 |
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Stephens | 385k | $14M | -2% | Mar 2024 |
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William Blair $ Company | 379k | $14M | 0% | Mar 2024 |
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MBL Wealth | 361k | $13M | -3% | Mar 2024 |
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Envestnet Asset Management | 337k | $12M | 12% | Mar 2024 |
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Global Strategic Investment Solutions | 337k | $12M | -2% | Mar 2024 |
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Branch Banking & Trust Company | 295k | $11M | 3% | Mar 2024 |
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Raymond James Financial Services Advisors | 283k | $10M | 1% | Mar 2024 |
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Lincoln National | 264k | $9.6M | -1% | Mar 2024 |
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LPL Financial | 209k | $7.6M | 412% | Mar 2024 |
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Foundations Investment Advisors | 208k | $7.6M | 205% | Mar 2024 |
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Beacon Pointe Advisors | 207k | $7.3M | 42% | Dec 2023 |
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Weaver Capital Management | 194k | $7.1M | -1% | Mar 2024 |
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Townsquare Capital | 175k | $6.4M | -27% | Mar 2024 |
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Kestra Advisory Services | 169k | $5.9M | 128% | Dec 2023 |
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Cambridge Investment Research Advisors | 159k | $5.8M | -5% | Mar 2024 |
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WealthPlan Investment Management | 151k | $5.5M | 153% | Mar 2024 |
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BKD Wealth Advisors | 119k | $4.4M | -5% | Mar 2024 |
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Janney Montgomery Scott | 119k | $4.4M | -6% | Mar 2024 |
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Gill Capital Partners | 119k | $4.3M | -1% | Mar 2024 |
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AE Wealth Management | 111k | $4.1M | -31% | Mar 2024 |
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Pathstone Holdings | 110k | $4.0M | 0% | Mar 2024 |
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CoreCap Advisors | 101k | $3.6M | 93% | Dec 2023 |
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Castle Rock Wealth Management | 95k | $3.4M | -1% | Mar 2024 |
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Wealth Enhancement Advisory Services | 90k | $3.3M | -3% | Mar 2024 |
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Feltz Wealth PLAN | 82k | $3.0M | 38% | Mar 2024 |
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Yarger Wealth Strategies | 81k | $3.0M | -7% | Mar 2024 |
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Kfg Wealth Management | 78k | $2.9M | 1% | Mar 2024 |
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Sigma Planning | 76k | $2.8M | 25% | Mar 2024 |
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Goss Wealth Management | 74k | $2.7M | 42% | Mar 2024 |
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Compass Advisory Group | 74k | $2.7M | -1% | Mar 2024 |
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Milestone Asset Management | 73k | $2.7M | 0% | Mar 2024 |
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Steward Partners Investment Advisory | 70k | $2.5M | -1% | Mar 2024 |
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Bellwether Advisors | 66k | $2.4M | 0% | Mar 2024 |
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AlphaCore Capital | 66k | $2.4M | 0% | Mar 2024 |
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Pillar Wealth Advisors | 64k | $2.3M | -1% | Mar 2024 |
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Jane Street | 62k | $2.3M | 120% | Mar 2024 |
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RFG Advisory | 57k | $2.1M | 100% | Mar 2024 |
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BCS Wealth Management | 56k | $2.0M | 25% | Dec 2023 |
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Outlook Wealth Advisors | 52k | $1.9M | -2% | Mar 2024 |
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Atria Wealth Solutions | 52k | $1.9M | -1% | Mar 2024 |
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Retirement Income Solutions | 51k | $1.9M | 0% | Mar 2024 |
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Diligent Investors | 51k | $1.9M | 0% | Mar 2024 |
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CRA Financial Services | 51k | $1.9M | -6% | Mar 2024 |
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Berson & Corrado Investment Advisors | 50k | $1.8M | -3% | Mar 2024 |
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Atticus Wealth Management | 48k | $1.7M | 0% | Mar 2024 |
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MAI Wealth Advisors | 47k | $1.7M | -83% | Mar 2024 |
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Weaver Consulting Group | 44k | $1.6M | 0% | Mar 2024 |
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Raymond James & Associates | 42k | $1.5M | -11% | Mar 2024 |
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City Holding | 34k | $1.2M | -7% | Mar 2024 |
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Brown Wealth Management | 34k | $1.2M | 0% | Mar 2024 |
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Pinnacle Wealth Management Group | 34k | $1.2M | 0% | Mar 2024 |
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Mercer Global Advisors | 33k | $1.2M | -14% | Mar 2024 |
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Wealth Alliance | 30k | $1.1M | 0% | Mar 2024 |
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ValMark Advisers | 29k | $1.1M | 0% | Mar 2024 |
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Advisory Services Network | 29k | $1.1M | -14% | Mar 2024 |
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Resources Investment Advisors | 28k | $1.0M | 11% | Mar 2024 |
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Advisory Alpha | 28k | $1.0M | 0% | Mar 2024 |
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BCJ Capital Management | 27k | $941k | 100% | Dec 2023 |
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Keystone Wealth Services | 27k | $970k | 0% | Mar 2024 |
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Patriot Financial Group Insurance Agency | 26k | $966k | 8% | Mar 2024 |
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Southland Equity Partners | 26k | $963k | 0% | Mar 2024 |
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Wilbanks Smith & Thomas Asset Management | 26k | $957k | 0% | Mar 2024 |
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Tradition Wealth Management | 26k | $955k | -64% | Mar 2024 |
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Capital Analysts | 26k | $949k | 0% | Mar 2024 |
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Wedbush Morgan Securities | 26k | $910k | 41% | Dec 2023 |
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Nations Financial Group | 26k | $945k | -20% | Mar 2024 |
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Long Island Wealth Management | 26k | $935k | -28% | Mar 2024 |
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WPWealth | 25k | $877k | 157% | Dec 2023 |
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Frank. Day | 24k | $876k | 129% | Mar 2024 |
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ARS Wealth Advisors Group | 23k | $852k | 0% | Mar 2024 |
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Visionary Wealth Advisors | 22k | $814k | 10% | Mar 2024 |
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Change Path | 22k | $769k | 100% | Dec 2023 |
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Susquehanna International | 22k | $795k | -33% | Mar 2024 |
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Continuum Advisory | 21k | $774k | -5% | Mar 2024 |
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Strategic Blueprint | 21k | $768k | 0% | Mar 2024 |
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H D Vest Advisory Services | 21k | $765k | -6% | Mar 2024 |
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Horan Capital Advisors | 21k | $755k | -65% | Mar 2024 |
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Orion Capital Management | 21k | $750k | 0% | Mar 2024 |
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Royal Bank of Canada | 20k | $734k | 637% | Mar 2024 |
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AdvisorNet Financial | 20k | $732k | 0% | Mar 2024 |
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Wealthsource Partners | 20k | $700k | -1% | Dec 2023 |
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Captrust Financial Advisors | 20k | $712k | 3% | Mar 2024 |
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IFP Advisors | 19k | $670k | 2% | Dec 2023 |
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Sugarloaf Wealth Management | 18k | $669k | 0% | Mar 2024 |
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Csenge Advisory Group | 18k | $666k | -1% | Mar 2024 |
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Coldstream Capital Management | 17k | $592k | 3% | Dec 2023 |
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SageView Advisory Group | 17k | $631k | 100% | Mar 2024 |
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Cornerstone Wealth Group | 16k | $585k | 100% | Mar 2024 |
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Firestone Capital Management | 16k | $584k | -2% | Mar 2024 |
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InterOcean Capital Group | 16k | $547k | 63% | Dec 2023 |
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Evolution Wealth Advisors | 14k | $524k | 0% | Mar 2024 |
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SRS Capital Advisors | 14k | $496k | 10% | Dec 2023 |
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Waterloo Capital | 14k | $493k | 5% | Mar 2024 |
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DHJJ Financial Advisors | 13k | $491k | -1% | Mar 2024 |
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Spire Wealth Management | 13k | $489k | 0% | Mar 2024 |
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HPM Partners | 13k | $485k | 0% | Mar 2024 |
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Crown Wealth Group | 13k | $481k | -39% | Mar 2024 |
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Cypress Financial Planning | 13k | $464k | 107% | Mar 2024 |
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Soltis Investment Advisors | 12k | $453k | 0% | Mar 2024 |
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Cedar Brook Financial Partners | 12k | $429k | 2% | Mar 2024 |
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Modera Wealth Management | 12k | $422k | 0% | Mar 2024 |
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Cypress Wealth Services | 12k | $420k | 0% | Mar 2024 |
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Focus Financial Network | 11k | $412k | 100% | Mar 2024 |
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Focus Financial Network | 11k | $401k | 100% | Dec 2023 |
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Sound View Wealth Advisors Group | 11k | $399k | -46% | Mar 2024 |
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Michael S. Ryan | 11k | $382k | 0% | Dec 2023 |
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National Asset Management | 11k | $370k | 27% | Dec 2023 |
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Harbour Investments | 10k | $359k | 17% | Dec 2023 |
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Integrated Wealth Concepts | 10k | $372k | 0% | Mar 2024 |
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Phoenix Wealth Advisors | 9.6k | $350k | 0% | Mar 2024 |
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Valtinson Bruner Financial Planning | 9.5k | $347k | -31% | Mar 2024 |
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XML Financial | 9.3k | $341k | 0% | Mar 2024 |
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Certified Advisory Corp | 9.2k | $339k | 0% | Mar 2024 |
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Tfo-tdc | 8.7k | $319k | 0% | Mar 2024 |
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Ausdal Financial Partners | 8.3k | $305k | 0% | Mar 2024 |
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Belpointe Asset Management | 8.2k | $299k | 0% | Mar 2024 |
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Frisch Financial Group | 8.2k | $299k | -2% | Mar 2024 |
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Annis Gardner Whiting Capital Advisors | 8.1k | $297k | 100% | Mar 2024 |
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Mutual Advisors | 8.1k | $297k | 0% | Mar 2024 |
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BLB^B Advisors | 8.0k | $293k | 100% | Mar 2024 |
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Chicago Partners Investment | 8.0k | $290k | 0% | Mar 2024 |
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Mitchell Capital Management | 8.0k | $292k | 100% | Mar 2024 |
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Axxcess Wealth Management | 7.6k | $265k | 100% | Dec 2023 |
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CI Private Wealth | 7.3k | $267k | 0% | Mar 2024 |
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Clay Northam Wealth Management | 7.1k | $258k | 0% | Mar 2024 |
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Bedel Financial Consulting | 7.0k | $254k | 0% | Mar 2024 |
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PCA Investment Advisory Services | 6.8k | $249k | 1% | Mar 2024 |
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BCGM Wealth Management | 6.6k | $243k | 0% | Mar 2024 |
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Sunbelt Securities | 6.6k | $242k | -1% | Mar 2024 |
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Citadel Advisors | 6.3k | $231k | 100% | Mar 2024 |
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Level Four Advisory Services | 6.2k | $219k | 0% | Mar 2024 |
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Cape Investment Advisory | 6.2k | $218k | 3% | Dec 2023 |
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Beacon Financial Advisory | 6.0k | $221k | -5% | Mar 2024 |
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Hanson McClain Advisors | 6.0k | $219k | 100% | Mar 2024 |
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Brown Brothers Harriman & Co. | 5.8k | $211k | 100% | Mar 2024 |
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Nikulski Financial | 5.7k | $209k | 0% | Mar 2024 |
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U.S. Capital Wealth Advisors | 5.6k | $204k | 100% | Mar 2024 |
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CWM | 5.2k | $189k | 3% | Mar 2024 |
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Benjamin F. Edwards & Company | 5.0k | $184k | -25% | Mar 2024 |
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Archer Investment Corp | 4.1k | $150k | 0% | Mar 2024 |
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Principal Securities | 3.8k | $139k | 17% | Mar 2024 |
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Blue Bell Private Wealth Management | 2.4k | $86k | 0% | Mar 2024 |
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EverSource Wealth Advisors | 2.0k | $70k | 0% | Mar 2024 |
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Who sold out of Innovator Etfs Tr s&p 500 pwr bu?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Range Financial Group | Dec 2023 | 12k | $403k |
Pensionmark Financial Group | Dec 2023 | 11k | $384k |
Koshinski Asset Management | Dec 2023 | 8.7k | $304k |
Money Concepts Capital Corp | Dec 2023 | 6.8k | $237k |
Quadrant Capital | Dec 2023 | 6.6k | $230k |