Free Trial

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

Innovator U.S. Equity Power Buffer ETF - September logo
$38.90 -0.21 (-0.54%)
(As of 11/15/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
100
Total
Institutional Inflows
(last 12 months)
$132.06M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$81.33M
Get PSEP Insider Trade Alerts

Want to know when executives and insiders are buying or selling Innovator U.S. Equity Power Buffer ETF - September 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

PSEP Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024Continuum Advisory LLC25,890$1.01M0.1%+96.2%0.135%
11/15/2024MML Investors Services LLC48,711$1.88M0.0%+14.9%0.254%
11/15/2024Jane 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$4.75M1.3%-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 PA 90,870$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%
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%
Trump’s Back, but DC’s Coming for Your Money! (Ad)

Trump's back in the White House, ready to hit the gas on America's comeback. He's taking on the economy with a heavy hand—building up infrastructure, slapping tariffs on imports, and going all-in on U.S. jobs. But here's the kicker: while Trump's focused on making America stronger, the Washington elite is ready to fight back…

Get ahead of the game with 3 proven strategies to protect your retirement from Washington's next mov
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%
8/19/2024B. 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%
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%
Buffett’s Selling Out: Is Your 401(k) About to Get Wiped Out? (Ad)

Let me share something important with you. Just a few weeks ago, Warren Buffett unloaded $932 million worth of bank stocks. He didn't do it on a whim—he knows something big is coming. The question is: Why aren't you taking action, too?

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%
7/31/2024Commonwealth Equity Services LLC611,418$22.91M0.0%-4.6%3.184%
7/27/2024 Strategic Blueprint LLC14,571$546K0.0%-3.0%0.076%
7/26/2024 Cambridge Investment Research Advisors Inc.109,568$4.11M0.0%-3.0%0.571%
7/24/2024 Cornerstone Wealth Group LLC11,330$425K0.0%-5.0%0.059%
7/22/2024 Focus Financial Network Inc.18,842$710K0.0%-3.2%0.098%
7/20/2024Raymond James Financial Services Advisors Inc.377,642$14.15M0.0%-3.7%1.967%
(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, 186 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 154 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 11,879,800 shares in the last 24 months. This purchase volume represents approximately $387.45M in transactions.

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

Of the 100 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 7,155,449 shares in the last 24 months. This volume of shares sold represents approximately $240.11M in transactions.



This page (BATS:PSEP) was last updated on 11/17/2024 by MarketBeat.com Staff
From Our Partners