Innovator U.S. Equity Power Buffer ETF - May (PMAY) Institutional Ownership

$32.57
+0.01 (+0.03%)
(As of 04/23/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
98
Total
Institutional Inflows
(last 12 months)
$152.79M
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$97.91M
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PMAY Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024Strategic Blueprint LLC13,617$442K0.0%-14.5%0.105%
4/23/2024Raymond James Financial Services Advisors Inc.231,177$7.51M0.0%+0.3%1.785%
4/22/2024Outlook Wealth Advisors LLC23,506$763K0.2%-11.0%0.182%
4/22/2024Raymond James & Associates156,178$5.07M0.0%-17.3%1.206%
4/19/2024FORVIS Wealth Advisors LLC58,279$1.89M0.0%-1.5%0.450%
4/19/2024KFG Wealth Management LLC155,176$5.04M2.1%-5.4%1.198%
4/17/2024Cornerstone Wealth Group LLC12,202$396K0.0%+78.3%0.094%
4/16/2024Weaver Consulting Group28,458$924K0.3%-10.2%0.220%
4/16/2024Cypress Wealth Services LLC8,887$289K0.1%-16.3%0.069%
4/16/2024Wealth Enhancement Advisory Services LLC128,639$4.18M0.0%-36.2%0.993%
4/15/2024Brookstone Capital Management213,778$6.94M0.1%-7.5%1.651%
4/13/2024 Retirement Planning Group LLC17,797$578K0.0%-56.0%0.137%
4/12/2024 AdvisorNet Financial Inc6,344$206K0.0%-6.1%0.049%
4/11/2024 City Holding Co.1,720$56K0.0%-45.7%0.013%
4/11/2024 DHJJ Financial Advisors Ltd.35,649$1.16M0.5%-10.2%0.194%
4/11/2024 RFG Advisory LLC13,599$442K0.0%N/A0.074%
4/10/2024 BCS Wealth Management12,773$415K0.1%-70.9%0.070%
4/10/2024 Schulz Wealth LTD.33,469$1.09M0.9%-4.4%0.183%
4/2/2024 McAlister Sweet & Associates Inc.64,255$2.09M1.6%+25.7%0.351%
4/1/2024 Michael S. Ryan Inc.36,748$1.19M0.9%-1.7%0.200%
3/15/2024B. Riley Wealth Advisors Inc.6,736$212K0.0%-28.2%0.037%
2/23/2024Chicago Partners Investment Group LLC21,260$676K0.0%-5.1%0.116%
2/16/2024Wealthquest Corp50,917$1.60M0.2%-13.7%0.278%
2/16/2024PCA Investment Advisory Services Inc.6,477$204K0.1%N/A0.035%
2/15/2024Financial Network Wealth Advisors LLC13,088$412K0.4%N/A0.071%
2/14/2024Visionary Wealth Advisors58,666$1.85M0.1%-3.1%0.320%
2/13/2024Cetera Advisor Networks LLC282,133$8.88M0.0%-4.2%1.539%
2/12/2024 Schulz Wealth LTD.34,995$1.10M1.1%N/A0.191%
2/12/2024Focus Financial Network Inc. ADV30,964$975K0.0%N/A0.169%
2/12/2024Steward Partners Investment Advisory LLC16,504$519K0.0%-4.3%0.090%
2/9/2024Nations Financial Group Inc. IA ADV25,057$789K0.1%-5.8%0.137%
2/9/2024Cambridge Investment Research Advisors Inc.64,220$2.02M0.0%-5.1%0.350%
2/9/2024 Central Valley Advisors LLC8,874$279K0.2%N/A0.048%
2/9/2024InterOcean Capital Group LLC89,937$2.83M0.1%-21.0%0.491%
2/9/2024CreativeOne Wealth LLC7,490$236K0.0%N/A0.041%
2/9/2024Coldstream Capital Management Inc.7,318$230K0.0%-33.3%0.040%
2/8/2024Beacon Pointe Advisors LLC110,873$3.49M0.0%-11.6%0.605%
2/8/2024Foundations Investment Advisors LLC14,598$466K0.0%+3.5%0.080%
2/8/2024Janney Montgomery Scott LLC160,123$5.04M0.0%-7.9%0.874%
2/7/2024Avantax Advisory Services Inc.10,574$333K0.0%-65.6%0.058%
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2/7/2024Principal Securities Inc.4,985$157K0.0%N/A0.027%
2/6/2024Lincoln National Corp184,957$5.82M0.1%+7.8%1.009%
2/6/2024Benjamin F. Edwards & Company Inc.53,677$1.69M0.0%-1.6%0.293%
2/2/2024Stuart Chaussee & Associates Inc.91,830$2.89M0.8%+2,254.6%0.501%
2/2/2024Delta Investment Management LLC135,712$4.27M1.1%-2.2%0.740%
2/2/2024Truist Financial Corp101,220$3.19M0.0%-11.3%0.552%
2/2/2024Atria Wealth Solutions Inc.9,489$299K0.0%-57.0%0.052%
2/1/2024Corrado Advisors LLC36,367$1.15M0.9%-8.4%0.198%
2/1/2024Sigma Planning Corp9,106$287K0.0%-62.0%0.050%
1/31/2024KFG Wealth Management LLC164,107$5.17M2.4%-22.4%0.895%
1/30/2024Wealth Alliance53,060$1.67M0.2%-3.2%0.289%
1/30/2024Capital Analysts LLC15,361$483K0.0%-6.5%0.084%
1/30/2024 DHJJ Financial Advisors Ltd.39,695$1.25M0.6%-3.4%0.217%
1/29/2024Outlook Wealth Advisors LLC26,417$831K0.3%-47.9%0.144%
1/29/2024Tennessee Valley Asset Management Partners850$27K0.0%N/A0.005%
1/29/2024PFS Partners LLC3,521$111K0.1%-29.1%0.019%
1/25/2024Blue Bell Private Wealth Management LLC10,653$335K0.1%-15.6%0.058%
1/24/2024Stratos Wealth Advisors LLC24,975$786K0.0%-1.4%0.136%
1/23/2024Crown Wealth Group LLC21,283$670K0.4%-27.9%0.116%
1/23/2024Sageworth Trust Co53,629$1.69M0.1%-6.3%0.293%
1/19/2024 AdvisorNet Financial Inc6,759$213K0.0%-11.2%0.037%
1/19/2024Lineweaver Wealth Advisors LLC51,995$1.64M0.4%-6.8%0.284%
1/19/2024Wagner Wealth Management LLC1,800$57K0.0%N/A0.010%
1/17/2024Pinnacle Wealth Management Group Inc.98,505$3.10M2.5%-1.4%0.537%
1/17/2024 Keystone Wealth Services LLC18,176$572K0.2%-13.3%0.099%
1/16/2024Raymond James Financial Services Advisors Inc.230,423$7.25M0.0%-6.9%1.257%
1/16/2024Raymond James & Associates188,921$5.95M0.0%-0.2%1.031%
1/12/2024Mutual Advisors LLC7,673$242K0.0%-11.8%0.042%
1/12/2024Cedar Brook Financial Partners LLC8,952$283K0.1%-16.3%0.049%
1/11/2024Brookstone Capital Management231,067$7.27M0.2%-2.8%1.261%
1/11/2024FORVIS Wealth Advisors LLC59,184$1.86M0.1%-20.5%0.323%
1/11/2024 BCS Wealth Management43,966$1.38M0.5%-11.4%0.240%
1/11/2024 KMG Fiduciary Partners LLC6,650$209K0.0%N/A0.036%
1/10/2024 Cypress Financial Planning LLC7,701$241K0.2%-25.0%0.042%
1/9/2024IFP Advisors Inc85,564$2.69M0.1%-5.3%0.467%
1/8/2024Gill Capital Partners LLC217,789$6.86M2.9%-3.5%1.188%
1/5/2024 Michael S. Ryan Inc.37,388$1.18M1.0%-12.8%0.204%
1/4/2024 McAlister Sweet & Associates Inc.51,100$1.61M1.5%-1.3%0.279%
12/6/2023VisionPoint Advisory Group LLC18,126$535K0.2%N/A0.099%
11/16/2023Atticus Wealth Management LLC100,516$2.97M1.1%-16.4%0.548%
11/16/2023Penserra Capital Management LLC751,605$22.19M0.5%+11.6%4.100%
11/15/2023Townsquare Capital LLC61,217$1.81M0.0%+28.3%0.334%
11/15/2023WealthPlan Investment Management LLC11,715$346K0.0%-66.5%0.064%
11/15/2023Stone House Investment Management LLC7,440$220K0.1%-4.9%0.041%
11/14/2023Frisch Financial Group Inc.39,512$1.17M0.5%-11.8%0.216%
11/14/2023Milestone Asset Management LLC13,648$403K0.1%-54.9%0.074%
11/14/2023Mutual Advisors LLC8,696$257K0.0%+11.7%0.047%
11/13/2023Mariner LLC34,473$1.02M0.0%-2.1%0.188%
11/13/2023Visionary Wealth Advisors60,567$1.79M0.1%-1.9%0.330%
11/13/2023Envestnet Asset Management Inc.133,843$3.95M0.0%-3.2%0.730%
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11/8/2023BCGM Wealth Management LLC8,619$254K0.1%-71.9%0.047%
11/8/2023HighTower Advisors LLC311,045$9.18M0.0%-36.4%1.697%
11/8/2023Janney Montgomery Scott LLC173,898$5.13M0.0%-5.3%0.949%
11/8/2023Atria Wealth Solutions Inc.22,089$652K0.0%-2.2%0.121%
11/8/2023tru Independence LLC13,750$406K0.1%+16.4%0.075%
11/8/2023Avantax Advisory Services Inc.30,757$908K0.0%+5.9%0.168%
11/8/2023Valmark Advisers Inc.38,474$1.14M0.0%+4.3%0.210%
11/6/2023Sigma Planning Corp23,981$708K0.0%-11.1%0.131%
11/6/2023Corrado Advisors LLC39,723$1.17M0.8%-1.2%0.217%
11/6/2023Lincoln National Corp171,610$5.07M0.1%-8.2%0.936%
(Data available from 1/1/2016 forward)

PMAY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PMAY shares?

During the previous two years, 140 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - May. The most heavily invested institutionals were Acute Investment Advisory LLC ($23.40M), Penserra Capital Management LLC ($22.19M), Osaic Holdings Inc. ($21.27M), Commonwealth Equity Services LLC ($17.53M), Global Strategic Investment Solutions LLC ($12.37M), Advisor Group Holdings Inc. ($11.62M), and MAI Capital Management ($9.37M).Learn more on PMAY's institutional investors.

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

Of the 111 institutional investors that purchased Innovator U.S. Equity Power Buffer ETF - May stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($814.96K), Acute Investment Advisory LLC ($811.90K), Crown Wealth Group LLC ($630.85K), Osaic Holdings Inc. ($617.87K), Janney Montgomery Scott LLC ($580.62K), Transform Wealth LLC ($447.12K), and Penserra Capital Management LLC ($336.17K).

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

Institutional investors have bought a total of 8,241,859 shares in the last 24 months. This purchase volume represents approximately $240.50M in transactions.

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

Of the 91 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - May stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealthquest Corp ($1.79M), Brookstone Capital Management ($747.88K), Janney Montgomery Scott LLC ($573.46K), Transform Wealth LLC ($438.20K), AE Wealth Management LLC ($325.50K), Range Financial Group LLC ($226.89K), and IFP Advisors Inc ($203.58K).

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

Institutional investors have sold a total of 5,890,005 shares in the last 24 months. This volume of shares sold represents approximately $172.05M in transactions.


This page (BATS:PMAY) was last updated on 4/24/2024 by MarketBeat.com Staff

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