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Innovator U.S. Equity Power Buffer ETF - September (PSEP) Institutional Ownership

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Stock AnalysisChartHoldingsOwnership

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

Number of
Institutional Buyers
(last 12 months)
111
Total
Institutional Inflows
(last 12 months)
$172.36M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$221.84M
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PSEP Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2024CRA Financial Services LLC11,055$404K0.1%-56.3%0.057%
4/16/2024Wealth Enhancement Advisory Services LLC256,542$9.36M0.0%-5.5%1.319%
4/15/2024Brookstone Capital Management120,009$4.38M0.1%-87.1%0.757%
4/15/2024Sunbelt Securities Inc.8,495$310K0.0%-9.4%0.054%
4/12/2024 Keystone Wealth Services LLC55,103$2.01M0.7%-0.8%0.348%
4/11/2024 City Holding Co.48,930$1.79M0.3%-0.6%0.309%
4/11/2024 RFG Advisory LLC27,620$1.01M0.0%N/A0.174%
4/10/2024 BCS Wealth Management52,962$1.93M0.6%-9.7%0.334%
4/10/2024 Schulz Wealth LTD.5,615$205K0.2%N/A0.035%
3/15/2024B. Riley Wealth Advisors Inc.10,119$352K0.0%-36.0%0.064%
2/16/2024Harbour Investments Inc.10,135$352K0.0%+6.1%0.064%
2/15/2024Mercer Global Advisors Inc. ADV102,034$3.55M0.0%+1,033.7%0.644%
2/15/2024Townsquare Capital LLC136,188$4.73M0.1%+5.5%0.859%
2/15/2024OLD Mission Capital LLC32,976$1.15M0.0%N/A0.208%
2/15/2024Financial Network Wealth Advisors LLC6,973$242K0.3%N/A0.044%
2/15/2024Citadel Advisors LLC17,019$592K0.0%+53.8%0.107%
2/14/2024Continuum Advisory LLC13,499$469K0.1%+32.6%0.085%
2/14/2024Kestra Advisory Services LLC154,134$5.36M0.0%+90.0%0.972%
2/14/2024Brown Wealth Management LLC37,440$1.30M0.6%+18.2%0.236%
2/14/2024Visionary Wealth Advisors69,171$2.41M0.2%-4.2%0.436%
2/14/2024Cresset Asset Management LLC361,357$12.56M0.1%-2.4%2.280%
2/13/2024Envestnet Asset Management Inc.167,648$5.83M0.0%-7.6%1.058%
2/13/2024Stephens Inc. AR19,308$671K0.0%-13.4%0.122%
2/13/2024Joseph Group Capital Management389,010$13.52M7.9%+3.8%2.454%
2/13/2024Cetera Advisor Networks LLC140,023$4.87M0.0%-9.8%0.883%
2/12/2024Focus Financial Network Inc. ADV19,027$661K0.0%N/A0.120%
2/9/2024Advisory Services Network LLC4,011$139K0.0%N/A0.025%
2/9/2024SageView Advisory Group LLC321,169$11.16M0.4%+3,441.0%2.026%
2/9/2024Cambridge Investment Research Advisors Inc.122,837$4.27M0.0%-4.6%0.775%
2/9/2024InterOcean Capital Group LLC77,200$2.68M0.1%-2.6%0.487%
2/9/2024Certified Advisory Corp18,541$645K0.1%+4.3%0.117%
2/9/2024CreativeOne Wealth LLC14,523$505K0.0%N/A0.092%
2/8/2024Kingsview Wealth Management LLC17,899$622K0.0%+13.6%0.113%
2/8/2024Meridian Wealth Management LLC7,060$245K0.0%-9.6%0.045%
2/8/2024Beacon Pointe Advisors LLC220,463$7.66M0.1%+10.3%1.391%
2/8/2024Janney Montgomery Scott LLC82,182$2.86M0.0%-62.5%0.518%
2/7/2024Avantax Advisory Services Inc.48,447$1.68M0.0%-30.9%0.306%
2/7/2024Principal Securities Inc.8,155$283K0.0%N/A0.051%
2/6/2024Valtinson Bruner Financial Planning LLC66,759$2.32M1.2%+3.4%0.421%
2/6/2024Lincoln National Corp150,528$5.23M0.1%+5.5%0.950%
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2/6/2024U.S. Capital Wealth Advisors LLC14,217$494K0.0%+20.3%0.090%
2/6/2024Benjamin F. Edwards & Company Inc.14,425$501K0.0%-29.7%0.091%
2/6/2024Commonwealth Equity Services LLC668,962$23.26M0.0%+1.3%4.221%
2/2/2024Stuart Chaussee & Associates Inc.694,229$24.13M7.0%+0.4%4.380%
2/2/2024Truist Financial Corp143,343$4.98M0.0%+0.4%0.904%
2/2/2024Atria Wealth Solutions Inc.59,394$2.07M0.0%+39.4%0.375%
2/1/2024Corrado Advisors LLC65,680$2.28M1.9%-4.5%0.414%
2/1/2024Capital Investment Advisory Services LLC1,735$60K0.0%+29.5%0.011%
2/1/2024Nikulski Financial Inc.5,885$205K0.1%N/A0.037%
2/1/2024Sigma Planning Corp6,777$236K0.0%-59.9%0.043%
2/1/2024CRA Financial Services LLC25,287$879K0.2%-6.9%0.160%
1/31/2024KFG Wealth Management LLC110,250$3.83M1.7%-8.9%0.696%
1/30/2024Wealth Alliance19,659$683K0.1%+32.0%0.124%
1/30/2024Capital Analysts LLC19,475$677K0.0%-11.2%0.123%
1/29/2024Outlook Wealth Advisors LLC195,973$6.81M2.4%-3.1%1.236%
1/29/2024Tennessee Valley Asset Management Partners850$30K0.0%N/A0.005%
1/29/2024Cornerstone Wealth Group LLC12,005$417K0.1%+5.2%0.076%
1/25/2024Strategic Blueprint LLC16,124$561K0.0%+6.3%0.102%
1/25/2024Blue Bell Private Wealth Management LLC4,419$154K0.0%+12.8%0.028%
1/24/2024Stratos Wealth Advisors LLC15,530$540K0.0%+66.9%0.098%
1/23/2024Advisory Alpha LLC113,512$3.95M0.2%+7.0%0.716%
1/23/2024Straight Path Wealth Management22,711$789K0.5%N/A0.143%
1/23/2024Camelot Portfolios LLC70,831$2.46M1.5%+15.7%0.447%
1/23/2024Beacon Financial Advisory LLC17,056$593K0.3%+11.1%0.108%
1/19/2024Wagner Wealth Management LLC1,990$69K0.0%N/A0.013%
1/19/2024Patriot Financial Group Insurance Agency LLC21,914$762K0.1%+24.0%0.138%
1/18/2024MBL Wealth LLC251,527$8.74M1.1%+0.6%1.587%
1/18/2024Yarger Wealth Strategies LLC137,137$4.77M3.8%-3.9%0.865%
1/18/2024Altfest L J & Co. Inc.59,267$2.06M0.3%-7.9%0.374%
1/17/2024Pinnacle Wealth Management Group Inc.54,895$1.91M1.6%+3.5%0.346%
1/17/2024 Keystone Wealth Services LLC55,536$1.93M0.7%-10.3%0.350%
1/16/2024Raymond James Financial Services Advisors Inc.425,342$14.79M0.0%-1.1%2.684%
1/16/2024Raymond James & Associates12,982$451K0.0%+71.0%0.082%
1/16/2024CoreCap Advisors LLC93,307$3.24M0.2%+11.2%0.589%
1/12/2024Cardinal Point Capital Management ULC13,950$485K0.1%-17.2%0.088%
1/11/2024Brookstone Capital Management928,013$32.26M0.7%+56.1%5.855%
1/11/2024FORVIS Wealth Advisors LLC127,014$4.42M0.1%-29.5%0.801%
1/11/2024 BCS Wealth Management58,640$2.04M0.8%-13.5%0.370%
1/11/2024 City Holding Co.49,230$1.71M0.3%-46.7%0.311%
1/11/2024Diligent Investors LLC66,930$2.33M0.6%+8.2%0.422%
1/10/2024Creative Financial Designs Inc. ADV8,100$282K0.0%+6.6%0.051%
1/10/2024 Cypress Financial Planning LLC13,369$460K0.4%-2.5%0.084%
1/8/2024Gill Capital Partners LLC9,130$317K0.1%N/A0.058%
12/11/2023Sunbelt Securities Inc.11,346$368K0.1%-4.6%0.072%
12/1/2023B. Riley Wealth Advisors Inc.15,819$513K0.0%+71.3%0.100%
11/21/2023Comerica Bank2,564$83K0.0%N/A0.016%
11/16/2023Orion Capital Management LLC11,850$384K0.2%+13.4%0.075%
11/16/2023Harbour Investments Inc.9,551$309K0.0%+54.9%0.060%
11/15/2023Penserra Capital Management LLC699,936$22.68M0.5%+11.6%4.416%
11/15/2023Townsquare Capital LLC129,127$4.18M0.1%+219.1%0.815%
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11/15/2023Mercer Global Advisors Inc. ADV9,000$292K0.0%N/A0.057%
11/14/2023Brown Wealth Management LLC31,685$1.03M0.5%-7.9%0.200%
11/14/2023Milestone Asset Management LLC13,875$450K0.2%N/A0.088%
11/13/2023Garden State Investment Advisory Services LLC165,086$5.35M2.5%+318.9%1.042%
11/13/2023Certified Advisory Corp17,777$576K0.1%N/A0.112%
11/13/2023Joseph Group Capital Management374,893$12.15M8.7%+73.1%2.365%
11/13/2023Visionary Wealth Advisors72,173$2.34M0.2%-7.1%0.455%
11/13/2023LPL Financial LLC53,058$1.72M0.0%+131.8%0.335%
11/13/2023Sugarloaf Wealth Management LLC24,539$795K0.2%+26.3%0.155%
11/13/2023Envestnet Asset Management Inc.181,445$5.88M0.0%+14.9%1.145%
(Data available from 1/1/2016 forward)

PSEP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PSEP shares?

During the previous two years, 165 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - September. The most heavily invested institutionals were Alliancebernstein L.P. ($107.14M), Stuart Chaussee & Associates Inc. ($24.13M), Commonwealth Equity Services LLC ($23.26M), Penserra Capital Management LLC ($22.68M), Raymond James Financial Services Advisors Inc. ($14.79M), Advisor Group Holdings Inc. ($14.70M), and Joseph Group Capital Management ($13.52M).Learn more on PSEP's institutional investors.

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

Of the 134 institutional investors that purchased Innovator U.S. Equity Power Buffer ETF - September stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Stuart Chaussee & Associates Inc. ($1.46M), Altfest L J & Co. Inc. ($1.20M), Transform Wealth LLC ($874.24K), Brookstone Capital Management ($845.00K), Envestnet Asset Management Inc. ($544.18K), Joseph Group Capital Management ($541.47K), and SageView Advisory Group LLC ($331.69K).

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

Institutional investors have bought a total of 9,785,231 shares in the last 24 months. This purchase volume represents approximately $304.31M in transactions.

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

Of the 96 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - September stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Altfest L J & Co. Inc. ($1.14M), Osaic Holdings Inc. ($962.06K), Brookstone Capital Management ($823.27K), Stuart Chaussee & Associates Inc. ($753.39K), Transform Wealth LLC ($649.17K), Envestnet Asset Management Inc. ($422.32K), and Steward Financial Group LLC ($400.34K).

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

Institutional investors have sold a total of 7,308,604 shares in the last 24 months. This volume of shares sold represents approximately $239.36M in transactions.


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This page (BATS:PSEP) was last updated on 4/19/2024 by MarketBeat.com Staff

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