Innovator U.S. Equity Power Buffer ETF - February (PFEB) Institutional Ownership

$33.90
+0.18 (+0.53%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Power Buffer ETF - February (BATS:PFEB)

Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$241.80M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$146.50M
Get PFEB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Equity Power Buffer ETF - February stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PFEB Institutional Buying and Selling by Quarter

Innovator U.S. Equity Power Buffer ETF - February Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024 Cambridge Investment Research Advisors Inc.122,001$4.17M0.0%+36.6%0.547%
4/24/2024 Pinnacle Wealth Management Group Inc.19,031$650K0.5%N/A0.085%
4/24/2024 Blue Bell Private Wealth Management LLC62,174$2.12M0.5%-0.5%0.279%
4/23/2024 Milestone Asset Management LLC5,944$203K0.1%N/A0.027%
4/23/2024 Nations Financial Group Inc. IA ADV6,960$238K0.0%-27.7%0.031%
4/23/2024 Gradient Investments LLC2,168,548$74.08M1.7%+102,141.8%9.724%
4/23/2024 Sugarloaf Wealth Management LLC12,934$442K0.1%+96.1%0.058%
4/23/2024 Raymond James Financial Services Advisors Inc.265,094$9.06M0.0%+50.5%1.189%
4/22/2024 Outlook Wealth Advisors LLC10,340$353K0.1%+64.2%0.046%
4/19/2024 FORVIS Wealth Advisors LLC123,012$4.20M0.1%+21.3%0.552%
4/19/2024 KFG Wealth Management LLC54,922$1.88M0.8%+79.1%0.246%
4/18/2024 Miracle Mile Advisors LLC259,598$8.87M0.2%-3.9%1.164%
4/17/2024 Cornerstone Wealth Group LLC33,308$1.14M0.1%N/A0.149%
4/17/2024 Atticus Wealth Management LLC25,949$886K0.3%+3.9%0.116%
4/17/2024 CRA Financial Services LLC29,490$1.01M0.2%+168.9%0.132%
4/16/2024 Weaver Consulting Group109,392$3.74M1.4%+12.2%0.491%
4/16/2024 Wealth Enhancement Advisory Services LLC384,485$13.13M0.0%+724.7%1.724%
4/15/2024 Brookstone Capital Management1,091,833$37.30M0.7%+828.2%4.896%
4/15/2024 Kingswood Wealth Advisors LLC15,908$543K0.1%N/A0.071%
4/12/2024 Southland Equity Partners LLC152,665$5.22M1.5%+7.4%0.685%
4/12/2024 AdvisorNet Financial Inc4,029$138K0.0%+94.2%0.018%
4/11/2024 DHJJ Financial Advisors Ltd.18,498$632K0.3%+69.7%0.083%
4/11/2024 O Connor Financial Group LLC6,937$237K0.1%N/A0.042%
4/11/2024 RFG Advisory LLC20,709$707K0.0%+226.6%0.126%
4/10/2024 BCS Wealth Management141,645$4.84M1.6%+140.9%0.864%
4/2/2024 McAlister Sweet & Associates Inc.52,826$1.81M1.4%+6.8%0.322%
3/15/2024B. Riley Wealth Advisors Inc.9,399$307K0.0%-38.4%0.057%
2/23/2024Chicago Partners Investment Group LLC11,739$386K0.0%-36.0%0.072%
2/15/2024Financial Network Wealth Advisors LLC11,525$376K0.4%N/A0.070%
2/14/2024Visionary Wealth Advisors47,248$1.54M0.1%-1.1%0.288%
2/13/2024Stephens Inc. AR107,765$3.52M0.1%-34.9%0.657%
2/13/2024Belpointe Asset Management LLC117,004$3.82M0.3%-8.2%0.713%
2/12/2024New Republic Capital LLC13,548$442K0.3%N/A0.083%
2/12/2024Focus Financial Network Inc. ADV14,028$458K0.0%N/A0.086%
2/12/2024Cape Investment Advisory Inc.28,700$937K0.5%-9.7%0.175%
2/9/2024 Nations Financial Group Inc. IA ADV9,630$314K0.0%-23.2%0.059%
2/9/2024 Cambridge Investment Research Advisors Inc.89,335$2.92M0.0%-4.4%0.545%
2/9/2024CreativeOne Wealth LLC40,795$1.33M0.1%N/A0.249%
2/8/2024Kingsview Wealth Management LLC15,338$501K0.0%-41.5%0.094%
2/8/2024Bedel Financial Consulting Inc.18,559$606K0.1%-5.5%0.113%
The Next Step of Their Control Is Here … (Ad)

Earlier this week, Section 702 of the Foreign Intelligence Surveillance Act (FISA) was renewed for an additional two years. What does this mean? It means the government has more time — and more ways — to surveil and control you.

4 simple steps to protect your privacy and money before it’s too late.
2/8/2024Beacon Pointe Advisors LLC105,893$3.46M0.0%-4.0%0.646%
2/8/2024Foundations Investment Advisors LLC6,769$225K0.0%-48.8%0.041%
2/8/2024Janney Montgomery Scott LLC353,192$11.53M0.0%-3.3%2.154%
2/7/2024Avantax Advisory Services Inc.36,768$1.20M0.0%-30.2%0.224%
2/6/2024Lincoln National Corp400,282$13.07M0.2%+3.8%2.441%
2/5/2024Silver Oak Securities Incorporated12,398$405K0.1%+36.5%0.076%
2/2/2024Valmark Advisers Inc.9,138$298K0.0%-48.8%0.056%
2/1/2024Sigma Planning Corp47,196$1.54M0.1%-62.7%0.288%
2/1/2024 CWM LLC20,318$663K0.0%+35.6%0.124%
1/31/2024 KFG Wealth Management LLC30,661$1.00M0.5%-42.8%0.187%
1/30/2024 DHJJ Financial Advisors Ltd.10,898$356K0.2%-4.3%0.066%
1/29/2024 Outlook Wealth Advisors LLC6,298$206K0.1%-29.0%0.038%
1/26/2024Cerity Partners LLC26,440$863K0.0%-3.1%0.161%
1/26/2024Soltis Investment Advisors LLC283,877$9.27M1.0%N/A1.731%
1/25/2024 RFG Advisory LLC6,341$207K0.0%N/A0.039%
1/25/2024Hazlett Burt & Watson Inc.4,365$142K0.1%-10.6%0.027%
1/25/2024 Blue Bell Private Wealth Management LLC62,484$2.04M0.5%-0.6%0.381%
1/23/2024Alera Investment Advisors LLC13,396$437K0.1%+55.3%0.082%
1/23/2024Foundry Financial Group Inc.13,700$447K0.4%N/A0.084%
1/22/2024 Miracle Mile Advisors LLC270,225$8.82M0.2%-48.8%1.648%
1/19/2024Lineweaver Wealth Advisors LLC38,216$1.25M0.3%-12.4%0.233%
1/19/2024 Wagner Wealth Management LLC2,000$65K0.0%N/A0.012%
1/18/2024 John W. Brooker & Co. CPAs6,350$207K0.1%-72.2%0.039%
1/16/2024 Raymond James Financial Services Advisors Inc.176,108$5.75M0.0%-1.1%1.074%
1/16/2024CoreCap Advisors LLC60,874$1.99M0.1%+1.7%0.371%
1/16/2024Wealthsource Partners LLC53,070$1.73M0.1%-11.1%0.324%
1/12/2024Mutual Advisors LLC7,902$258K0.0%-34.7%0.048%
1/12/2024Global Strategic Investment Solutions LLC48,238$1.58M0.2%-1.9%0.294%
1/12/2024Bellwether Advisors LLC25,507$833K0.2%-76.3%0.156%
1/11/2024 Brookstone Capital Management117,624$3.84M0.1%-12.1%0.717%
1/11/2024 FORVIS Wealth Advisors LLC101,434$3.31M0.1%-10.7%0.619%
1/11/2024 BCS Wealth Management58,798$1.92M0.7%-12.6%0.359%
1/11/2024 Dynamic Advisor Solutions LLC6,270$204K0.0%N/A0.038%
1/10/2024 Cypress Financial Planning LLC7,737$252K0.2%-27.9%0.047%
1/9/2024 Southland Equity Partners LLC142,168$4.64M1.5%-0.4%0.867%
1/8/2024Gill Capital Partners LLC43,316$1.41M0.6%-6.9%0.264%
1/4/2024 McAlister Sweet & Associates Inc.49,485$1.62M1.5%-1.3%0.302%
12/6/2023VisionPoint Advisory Group LLC1,268$39K0.0%N/A0.008%
12/1/2023B. Riley Wealth Advisors Inc.15,249$464K0.0%-3.2%0.093%
11/20/2023Silver Oak Securities Incorporated9,086$277K0.1%-30.8%0.055%
11/16/2023Belpointe Asset Management LLC127,392$3.88M0.4%-6.2%0.777%
11/16/2023Penserra Capital Management LLC735,252$22.39M0.5%+11.7%4.483%
11/15/2023Townsquare Capital LLC97,548$2.97M0.1%+126.8%0.595%
11/15/2023WealthPlan Investment Management LLC7,339$224K0.0%-92.0%0.045%
11/14/2023 Milestone Asset Management LLC13,229$402K0.1%-27.6%0.081%
11/13/2023Vista Investment Management8,971$273K0.1%-4.1%0.055%
11/13/2023Wealthsource Partners LLC59,670$1.82M0.1%-3.7%0.364%
11/13/2023Kestra Advisory Services LLC77,904$2.37M0.0%+1.0%0.475%
11/8/2023HighTower Advisors LLC79,961$2.44M0.0%-6.8%0.488%
11/8/2023Janney Montgomery Scott LLC365,261$11.13M0.0%-1.7%2.227%
Protect Yourself While There’s Still Time … (Ad)

The next step of the Fed's control is here. Section 702 of the Foreign Intelligence Surveillance Act was renewed for two more years and passed into law earlier this week. Allowing the Fed to tighten its grip on your personal privacy and freedom.

4 simple steps to protect your privacy and money before it’s too late.
11/8/2023 tru Independence LLC11,566$352K0.1%+15.9%0.071%
11/8/2023Avantax Advisory Services Inc.52,667$1.60M0.0%+30.1%0.321%
11/8/2023Valmark Advisers Inc.17,838$543K0.0%+5.7%0.109%
11/7/2023Kingsview Wealth Management LLC26,236$799K0.0%-4.2%0.160%
11/6/2023Sigma Planning Corp126,488$3.85M0.1%+2.2%0.771%
11/6/2023Corrado Advisors LLC35,389$1.08M0.7%-1.7%0.216%
11/6/2023Lincoln National Corp385,725$11.75M0.2%-5.1%2.352%
11/1/2023 Calton & Associates Inc.9,357$285K0.4%N/A0.057%
11/1/2023Orion Portfolio Solutions LLC7,100$216K0.0%-7.6%0.043%
10/30/2023 Blue Bell Private Wealth Management LLC62,865$1.92M0.5%-5.0%0.383%
(Data available from 1/1/2016 forward)

PFEB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFEB shares?

During the previous two years, 130 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - February. The most heavily invested institutionals were Gradient Investments LLC ($74.08M), Brookstone Capital Management ($37.30M), Osaic Holdings Inc. ($33.70M), Penserra Capital Management LLC ($22.39M), Commonwealth Equity Services LLC ($16.22M), Wealth Enhancement Advisory Services LLC ($13.13M), and Lincoln National Corp ($13.07M).Learn more on PFEB's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Power Buffer ETF - February stock?

Of the 103 institutional investors that purchased Innovator U.S. Equity Power Buffer ETF - February stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gradient Investments LLC ($4.15M), Brookstone Capital Management ($1.69M), Steward Financial Group LLC ($689.31K), Miracle Mile Advisors LLC ($605.20K), Soltis Investment Advisors LLC ($408.07K), Wealth Enhancement Advisory Services LLC ($337.86K), and Janney Montgomery Scott LLC ($314.09K).

How much institutional buying is happening at Innovator U.S. Equity Power Buffer ETF - February?

Institutional investors have bought a total of 12,038,759 shares in the last 24 months. This purchase volume represents approximately $373.60M in transactions.

Which Innovator U.S. Equity Power Buffer ETF - February major shareholders have been selling company stock?

Of the 75 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - February stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Gradient Investments LLC ($1.99M), Brookstone Capital Management ($774.81K), Miracle Mile Advisors LLC ($345.61K), Steward Financial Group LLC ($283.23K), Range Financial Group LLC ($259.40K), IFP Advisors Inc ($146.70K), and AE Wealth Management LLC ($126.42K).

How much institutional selling is happening at Innovator U.S. Equity Power Buffer ETF - February?

Institutional investors have sold a total of 5,185,190 shares in the last 24 months. This volume of shares sold represents approximately $158.95M in transactions.


This page (BATS:PFEB) was last updated on 4/26/2024 by MarketBeat.com Staff

From Our Partners