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

Innovator U.S. Equity Power Buffer ETF - September logo
$39.43 -0.10 (-0.25%)
(As of 12/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Power Buffer ETF - September (BATS:PSEP)

Number of
Institutional Buyers
(last 12 months)
102
Total
Institutional Inflows
(last 12 months)
$135.19M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$81.35M
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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
12/16/2024 SMART Wealth LLC54,574$2.10M0.8%N/A0.284%
12/13/2024 B. Riley Wealth Advisors Inc.17,773$683K0.0%+16.2%0.093%
11/18/2024 Arete Wealth Advisors LLC19,150$735K0.1%N/A0.100%
11/18/2024 Sunbelt Securities Inc.7,895$304K0.0%-7.1%0.041%
11/18/2024 Coldstream Capital Management Inc.14,978$577K0.0%N/A0.078%
11/18/2024 Orion Capital Management LLC11,450$441K0.2%-3.4%0.060%
11/15/2024 Continuum Advisory LLC25,890$1.01M0.1%+96.2%0.135%
11/15/2024 MML Investors Services LLC48,711$1.88M0.0%+14.9%0.254%
11/15/2024 Jane Street Group LLC44,224$1.70M0.0%+43.3%0.230%
11/15/2024 Weaver Consulting Group20,965$808K0.3%+54.8%0.109%
11/15/2024 HighTower Advisors LLC586,614$22.60M0.0%+164.9%3.055%
11/15/2024 Garden State Investment Advisory Services LLC123,248$4.75M1.4%-11.4%0.642%
11/15/2024 Beck Capital Management LLC63,187$2.44M0.7%-2.2%0.329%
11/15/2024 Benjamin Edwards Inc.12,199$470K0.0%N/A0.064%
11/14/2024 Tradition Wealth Management LLC33,290$1.28M0.1%+1.5%0.173%
11/14/2024 Rockefeller Capital Management L.P.42,159$1.62M0.0%N/A0.220%
11/14/2024 First Commonwealth Financial Corp PA90,870$3.50M0.8%+28.2%0.473%
11/14/2024 CreativeOne Wealth LLC48,548$1.87M0.1%+235.7%0.253%
11/13/2024 WorthPointe LLC5,692$219K0.1%N/A0.030%
11/13/2024 Townsquare Capital LLC66,840$2.58M0.0%+7.8%0.348%
11/13/2024 Capital Square LLC5,787$223K0.1%N/A0.030%
11/13/2024 Truvestments Capital LLC1,670$64K0.0%N/A0.009%
11/12/2024 Penserra Capital Management LLC1,027,312$39.58M0.9%+5.9%5.351%
11/12/2024 Kingsview Wealth Management LLC14,422$556K0.0%N/A0.075%
11/8/2024 Bellwether Advisors LLC97,350$3.75M0.7%-24.9%0.507%
11/7/2024 Caprock Group LLC9,468$365K0.0%N/A0.049%
11/7/2024 Joseph Group Capital Management420,573$16.21M6.2%+4.0%2.190%
11/7/2024 MAI Capital Management152,848$5.89M0.1%+99.7%0.796%
11/7/2024 Sugar Maple Asset Management LLC8,918$344K0.3%+36.5%0.046%
11/6/2024 BCGM Wealth Management LLC46,068$1.78M0.6%-11.5%0.240%
11/6/2024 OneDigital Investment Advisors LLC51,914$2M0.0%+4.5%0.270%
11/6/2024 Pinnacle Financial Partners Inc40,838$1.57M0.0%N/A0.213%
11/5/2024 WealthPlan Investment Management LLC8,352$322K0.0%N/A0.044%
11/5/2024 WealthPLAN Partners LLC20,095$774K0.1%N/A0.105%
11/5/2024 Harbour Investments Inc.22,165$854K0.0%+121.0%0.115%
11/5/2024 Apollon Wealth Management LLC37,000$1.43M0.0%-2.6%0.193%
11/5/2024 Nations Financial Group Inc. IA ADV36,853$1.42M0.1%+107.6%0.192%
11/4/2024 Sigma Planning Corp21,585$832K0.0%+136.5%0.112%
11/1/2024 Corrado Advisors LLC52,923$2.04M1.3%+268.7%0.276%
10/30/2024 Beacon Financial Advisory LLC17,721$683K0.2%+15.5%0.092%
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10/29/2024 Janney Montgomery Scott LLC59,490$2.29M0.0%+3.4%0.310%
10/28/2024 Focus Financial Network Inc.23,232$895K0.0%+23.3%0.121%
10/28/2024 Stephens Inc. AR75,747$2.92M0.0%+292.3%0.395%
10/28/2024 Summit Wealth Partners LLC38,600$1.49M0.3%+35.0%0.201%
10/25/2024 Cornerstone Wealth Group LLC16,595$639K0.1%+46.5%0.086%
10/25/2024 Fiducient Advisors LLC6,567$253K0.0%N/A0.034%
10/25/2024 Evermay Wealth Management LLC8,525$328K0.1%N/A0.044%
10/25/2024 Valmark Advisers Inc.20,405$786K0.0%+16.4%0.106%
10/25/2024 Strategic Blueprint LLC15,099$582K0.0%+3.6%0.079%
10/24/2024 Patriot Financial Group Insurance Agency LLC25,655$988K0.1%+15.6%0.134%
10/24/2024 FSA Advisors Inc.27,045$1.04M1.0%+23.9%0.141%
10/24/2024 Wealth Enhancement Advisory Services LLC161,295$6.22M0.0%+72.5%0.840%
10/23/2024 Outlook Wealth Advisors LLC107,445$4.14M1.2%+322.4%0.560%
10/23/2024 Allworth Financial LP5,059$195K0.0%+4,959.0%0.026%
10/23/2024 West Michigan Advisors LLC212,930$8.20M2.5%N/A1.109%
10/23/2024 Dakota Wealth Management44,824$1.73M0.0%N/A0.233%
10/22/2024 DHJJ Financial Advisors Ltd.2,968$114K0.0%+29.0%0.015%
10/22/2024 Chris Bulman Inc57,860$2.23M1.5%+78.1%0.301%
10/22/2024 Weaver Capital Management LLC96,043$3.70M1.1%+25.7%0.500%
10/21/2024 Calton & Associates Inc.9,192$354K0.1%N/A0.048%
10/21/2024 Foundations Investment Advisors LLC24,396$940K0.0%+75.4%0.127%
10/18/2024KMG Fiduciary Partners LLC6,347$245K0.0%N/A0.033%
10/18/2024Stratos Wealth Advisors LLC11,179$431K0.0%-27.4%0.058%
10/17/2024BCS Wealth Management35,710$1.38M0.6%-18.3%0.186%
10/15/2024 Keystone Wealth Services LLC47,903$1.85M0.5%+4.8%0.249%
10/15/2024 NBC Securities Inc.2,935$113K0.0%N/A0.015%
10/10/2024 CRA Financial Services LLC5,700$220K0.0%-23.0%0.030%
10/10/2024 Pinnacle Wealth Management Group Inc.44,385$1.71M1.1%+26.3%0.231%
10/10/2024 Lloyd Advisory Services LLC.5,757$222K0.1%N/A0.030%
10/8/2024 Gill Capital Partners LLC9,364$361K0.1%+5.1%0.049%
10/8/2024 Pathway Financial Advisors LLC53,180$2.05M0.5%-4.1%0.277%
10/8/2024 Brookstone Capital Management800,666$30.85M0.5%+731.8%4.170%
10/8/2024 City Holding Co.23,755$915K0.1%-51.5%0.124%
10/8/2024 Sugarloaf Wealth Management LLC27,978$1.08M0.2%+18.8%0.146%
10/8/2024 Dynamic Advisor Solutions LLC5,875$226K0.0%N/A0.031%
10/8/2024 Cardinal Point Capital Management ULC13,000$501K0.1%-6.8%0.068%
10/7/2024 Cypress Financial Planning LLC26,719$1.03M0.4%+92.3%0.139%
10/7/2024 Miracle Mile Advisors LLC11,189$431K0.0%N/A0.058%
10/7/2024 Lakeridge Wealth Management LLC6,333$244K0.1%N/A0.033%
9/11/2024 Summit Wealth Partners LLC28,600$1.07M0.2%-6.0%0.149%
8/22/2024 Cetera Investment Advisers149,151$5.59M0.0%-31.2%0.777%
8/21/2024 Advisory Alpha LLC109,897$4.12M0.2%-3.1%0.572%
8/21/2024 Truist Financial Corp121,720$4.56M0.0%-8.2%0.634%
8/19/2024 B. Riley Wealth Advisors Inc.15,292$573K0.0%-3.3%0.080%
8/14/2024 Bank of Montreal Can14,670$550K0.0%N/A0.076%
8/14/2024 Beck Capital Management LLC64,607$2.42M0.7%-6.4%0.336%
8/14/2024 EverSource Wealth Advisors LLC1,317$50K0.0%-25.0%0.007%
8/13/2024 Garden State Investment Advisory Services LLC139,035$5.21M1.8%-15.9%0.724%
8/13/2024 AE Wealth Management LLC112,134$4.20M0.0%-12.2%0.584%
8/13/2024 Joseph Group Capital Management404,320$15.15M7.9%+0.2%2.106%
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8/12/2024 Mercer Global Advisors Inc. ADV69,443$2.60M0.0%-13.1%0.362%
8/8/2024 Envestnet Asset Management Inc.115,802$4.34M0.0%-12.1%0.603%
8/8/2024 Thoroughbred Financial Services LLC11,850$444K0.0%-10.2%0.062%
8/8/2024 CoreCap Advisors LLC91,909$3.44M0.4%N/A0.479%
8/7/2024 Ashton Thomas Private Wealth LLC1,835$69K0.0%N/A0.010%
8/6/2024 Chris Bulman Inc32,487$1.22M0.8%N/A0.169%
8/5/2024 Blue Bell Private Wealth Management LLC4,008$150K0.0%-7.4%0.021%
8/2/2024 Foundations Investment Advisors LLC13,907$521K0.0%+18.3%0.072%
8/2/2024 Weaver Capital Management LLC76,403$2.86M0.9%-1.2%0.398%
8/1/2024 Bellwether Advisors LLC129,654$4.86M1.0%-2.5%0.675%
(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, 188 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - September. The most heavily invested institutionals were Penserra Capital Management LLC ($39.58M), Brookstone Capital Management ($30.85M), Stuart Chaussee & Associates Inc. ($25.28M), Commonwealth Equity Services LLC ($22.91M), HighTower Advisors LLC ($22.60M), Joseph Group Capital Management ($16.21M), and Osaic Holdings Inc. ($15.07M).Learn more on PSEP's institutional investors.

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

Of the 156 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: Brookstone Capital Management ($1.55M), Stuart Chaussee & Associates Inc. ($1.46M), Altfest L J & Co. Inc. ($1.20M), Transform Wealth LLC ($874.24K), Joseph Group Capital Management ($558.46K), Envestnet Asset Management Inc. ($544.18K), and HighTower Advisors LLC ($492.06K).

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

Institutional investors have bought a total of 11,963,517 shares in the last 24 months. This purchase volume represents approximately $390.75M in transactions.

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

Of the 101 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), Brookstone Capital Management ($847.03K), Stuart Chaussee & Associates Inc. ($755.03K), Transform Wealth LLC ($649.17K), Osaic Holdings Inc. ($548.68K), Envestnet Asset Management Inc. ($424.39K), 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 7,156,449 shares in the last 24 months. This volume of shares sold represents approximately $240.15M in transactions.


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This page (BATS:PSEP) was last updated on 12/18/2024 by MarketBeat.com Staff
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