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

Innovator U.S. Equity Power Buffer ETF - February logo
$36.13
+0.05 (+0.14%)
(As of 11/1/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
93
Total
Institutional Inflows
(last 12 months)
$227.87M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$108.43M
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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
11/1/2024Corrado Advisors LLC53,043$1.91M1.2%-2.6%0.243%
10/29/2024 Janney Montgomery Scott LLC349,215$12.59M0.0%-37.8%1.600%
10/29/2024 Chicago Partners Investment Group LLC11,391$413K0.0%-3.0%0.052%
10/28/2024 Stephens Inc. AR98,925$3.57M0.1%-2.9%0.453%
10/28/2024 Summit Wealth Partners LLC7,405$267K0.1%-21.7%0.034%
10/24/2024 FSA Advisors Inc.33,995$1.23M1.2%-5.5%0.156%
10/24/2024 Wealth Enhancement Advisory Services LLC47,482$1.71M0.0%-71.2%0.218%
10/22/2024 Chris Bulman Inc43,284$1.56M1.1%-16.5%0.198%
10/22/2024 Macroview Investment Management LLC32,516$1.17M1.1%+1.3%0.149%
10/21/2024 Calton & Associates Inc.8,111$292K0.1%N/A0.037%
10/21/2024 Foundations Investment Advisors LLC23,225$837K0.0%-2.7%0.106%
10/18/2024Stratos Wealth Advisors LLC78,897$2.84M0.1%-1.3%0.361%
10/17/2024BCS Wealth Management134,523$4.85M2.1%-4.6%0.616%
10/15/2024 Keystone Wealth Services LLC27,315$984K0.3%-12.1%0.125%
10/11/2024 Paladin Wealth LLC33,304$1.20M1.0%N/A0.153%
10/10/2024 CRA Financial Services LLC26,720$963K0.2%-9.4%0.122%
10/8/2024 Brookstone Capital Management160,134$5.77M0.1%-10.1%0.734%
10/8/2024 Sugarloaf Wealth Management LLC11,838$427K0.1%-8.5%0.054%
10/7/2024 Cypress Financial Planning LLC8,279$298K0.1%-22.1%0.038%
10/7/2024 Miracle Mile Advisors LLC34,101$1.23M0.0%-9.6%0.156%
10/2/2024 McAlister Sweet & Associates Inc.62,460$2.25M1.9%+19.7%0.286%
9/30/2024 Mattson Financial Services LLC15,646$550K0.2%N/A0.072%
8/30/2024Brown Financial Advisors25,734$904K0.4%N/A0.118%
8/22/2024Cetera Investment Advisers216,086$7.59M0.0%-13.8%0.990%
8/21/2024Advisory Alpha LLC13,847$486K0.0%-9.5%0.063%
8/21/2024Truist Financial Corp53,781$1.89M0.0%-13.7%0.246%
8/19/2024B. Riley Wealth Advisors Inc.21,150$743K0.0%+38.7%0.097%
8/16/2024Northwestern Mutual Wealth Management Co.9,853$346K0.0%N/A0.045%
8/16/2024NewEdge Advisors LLC91,042$3.20M0.0%-2.4%0.417%
8/15/2024Delta Investment Management LLC6,966$245K0.1%-15.2%0.032%
8/13/2024AE Wealth Management LLC115,563$4.06M0.0%-12.4%0.529%
8/12/2024Mercer Global Advisors Inc. ADV88,400$3.11M0.0%-47.4%0.405%
8/10/2024Firestone Capital Management9,507$334K0.1%-33.9%0.044%
8/8/2024Envestnet Asset Management Inc.178,641$6.28M0.0%-14.2%0.818%
8/8/2024CoreCap Advisors LLC82,345$2.89M0.3%N/A0.377%
8/8/2024 Hazlett Burt & Watson Inc.3,435$121K0.1%-21.3%0.016%
8/7/2024Ashton Thomas Private Wealth LLC1,321$46K0.0%N/A0.006%
8/6/2024 Chris Bulman Inc51,865$1.82M1.2%N/A0.238%
8/6/2024Valtinson Bruner Financial Planning LLC15,187$534K0.2%-4.5%0.070%
8/5/2024 Blue Bell Private Wealth Management LLC61,466$2.16M0.4%-1.1%0.282%
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8/2/2024Belpointe Asset Management LLC38,478$1.35M0.1%-65.6%0.176%
8/2/2024Larson Financial Group LLC9,115$320K0.0%+47,873.7%0.042%
8/2/2024 Foundations Investment Advisors LLC23,864$838K0.0%+10.5%0.109%
8/2/2024 Weaver Capital Management LLC43,264$1.52M0.5%-11.2%0.198%
7/31/2024Commonwealth Equity Services LLC555,661$19.52M0.0%-4.1%2.545%
7/27/2024 Strategic Blueprint LLC13,001$457K0.0%+6.4%0.060%
7/26/2024 Patriot Financial Group Insurance Agency LLC32,269$1.13M0.2%-2.1%0.148%
7/26/2024 Cambridge Investment Research Advisors Inc.118,389$4.16M0.0%-3.0%0.542%
7/25/2024RPS Advisory Solutions LLC8,612$303K0.3%N/A0.039%
7/24/2024 Catalina Capital Group LLC7,600$267K0.1%-4.4%0.035%
7/24/2024 Cornerstone Wealth Group LLC32,837$1.15M0.1%-1.4%0.150%
7/23/2024 Macroview Investment Management LLC32,103$1.13M1.2%+1.0%0.147%
7/22/2024 Focus Financial Network Inc.16,078$569K0.0%+8.6%0.074%
7/20/2024Continuum Advisory LLC29,927$1.05M0.2%-1.1%0.137%
7/19/2024 KFG Wealth Management LLC54,554$1.92M0.8%-0.7%0.250%
7/19/2024 ARS Wealth Advisors Group LLC15,155$532K0.1%-2.1%0.069%
7/18/2024 Gradient Investments LLC2,246,531$78.92M1.8%+3.6%10.291%
7/18/2024 Brookstone Capital Management178,094$6.31M0.1%-83.7%0.816%
7/18/2024 Outlook Wealth Advisors LLC7,383$259K0.1%-28.6%0.034%
7/18/2024 Miracle Mile Advisors LLC37,710$1.33M0.0%-85.5%0.173%
7/18/2024 Triad Wealth Partners LLC12,706$446K0.2%N/A0.058%
7/16/2024 Wealth Enhancement Advisory Services LLC164,961$5.80M0.0%-57.1%0.756%
7/16/2024BCS Wealth Management140,950$4.95M2.4%-0.5%0.646%
7/15/2024 Dynamic Advisor Solutions LLC6,270$220K0.0%-5.9%0.029%
7/15/2024 Transform Wealth LLC10,357$364K0.0%N/A0.047%
7/15/2024RFG Advisory LLC21,201$745K0.0%+2.4%0.097%
7/12/2024 Diversify Advisory Services LLC70,670$2.50M0.1%+253.4%0.324%
7/12/2024 Southland Equity Partners LLC152,296$5.35M1.5%-0.2%0.698%
7/12/2024 DHJJ Financial Advisors Ltd.18,103$636K0.3%-2.1%0.083%
7/10/2024 Gill Capital Partners LLC42,628$1.50M0.6%-5.4%0.195%
7/10/2024 Fiduciary Alliance LLC5,700$201K0.0%N/A0.026%
7/2/2024 McAlister Sweet & Associates Inc.52,191$1.83M1.3%-1.2%0.239%
6/21/2024Cape Investment Advisory Inc.25,900$885K0.4%-9.8%0.119%
5/29/2024Soltis Investment Advisors LLC5,992$205K0.0%-97.9%0.027%
5/24/2024Cetera Advisors LLC106,347$3.63M0.0%+132.3%0.487%
5/24/2024Cetera Investment Advisers250,597$8.56M0.0%+442.7%1.148%
5/23/2024 FSA Advisors Inc.36,078$1.23M1.3%+20.0%0.165%
5/20/2024Bullseye Investment Management LLC53,120$1.82M1.1%N/A0.243%
5/17/2024WealthPlan Investment Management LLC15,323$523K0.1%+110.0%0.070%
5/16/2024B. Riley Wealth Advisors Inc.15,249$521K0.0%+62.2%0.070%
5/16/2024WPWealth LLP30,285$1.04M0.3%N/A0.139%
5/15/2024Kestra Advisory Services LLC354,530$12.11M0.1%+129.2%1.609%
5/14/2024First Commonwealth Financial Corp PA15,897$543K0.1%N/A0.072%
5/14/2024CreativeOne Wealth LLC55,872$1.91M0.1%+37.0%0.254%
5/14/2024 Evermay Wealth Management LLC1,100$38K0.0%N/A0.005%
5/14/2024InterOcean Capital Group LLC22,647$774K0.0%+263.5%0.103%
5/11/2024Orion Capital Management LLC15,500$529K0.3%+3.3%0.070%
5/10/2024Osaic Holdings Inc.550,369$18.80M0.0%+70.6%2.498%
5/9/2024Corrado Advisors LLC55,084$1.88M1.2%N/A0.250%
5/9/2024Blair William & Co. IL15,888$543K0.0%+4.0%0.072%
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5/9/2024Kingsview Wealth Management LLC16,735$572K0.0%+9.1%0.076%
5/9/2024Delta Investment Management LLC8,213$281K0.1%N/A0.037%
5/8/2024Avantax Advisory Services Inc.40,134$1.37M0.0%+9.2%0.182%
5/7/2024BCGM Wealth Management LLC29,693$1.01M0.4%+11.6%0.135%
5/7/2024WealthPLAN Partners LLC9,946$340K0.0%N/A0.045%
5/7/2024Pillar Wealth Advisors LLC12,529$428K0.3%+21.8%0.057%
5/7/2024Oppenheimer & Co. Inc.14,508$496K0.0%N/A0.066%
5/7/2024 PFG Advisors9,081$310K0.0%N/A0.041%
5/6/2024 Gill Capital Partners LLC45,062$1.52M0.6%+4.0%0.205%
5/6/2024Advisory Alpha LLC15,294$522K0.0%N/A0.069%
(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, 163 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 ($78.92M), Penserra Capital Management LLC ($22.39M), Commonwealth Equity Services LLC ($19.52M), Osaic Holdings Inc. ($18.80M), Lincoln National Corp ($15.56M), Janney Montgomery Scott LLC ($12.59M), and Steward Financial Group LLC ($12.37M).Learn more on PFEB's institutional investors.

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

Of the 137 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 ($4.23M), Brookstone Capital Management ($1.69M), Steward Financial Group LLC ($689.31K), Miracle Mile Advisors LLC ($605.20K), Janney Montgomery Scott LLC ($525.71K), Commonwealth Equity Services LLC ($501.08K), and Soltis Investment Advisors LLC ($408.07K).

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

Institutional investors have bought a total of 14,269,610 shares in the last 24 months. This purchase volume represents approximately $450.26M in transactions.

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

Of the 95 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 ($1.71M), Miracle Mile Advisors LLC ($571.10K), Wealth Enhancement Advisory Services LLC ($337.00K), Janney Montgomery Scott LLC ($319.73K), Steward Financial Group LLC ($283.23K), and Soltis Investment Advisors LLC ($277.89K).

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

Institutional investors have sold a total of 7,505,983 shares in the last 24 months. This volume of shares sold represents approximately $240.54M in transactions.



This page (BATS:PFEB) was last updated on 11/2/2024 by MarketBeat.com Staff
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