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Innovator Power Buffer Step-Up Strategy ETF (PSTP) Institutional Ownership

$31.43
+0.05 (+0.16%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Innovator Power Buffer Step-Up Strategy ETF (NYSEARCA:PSTP)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$8.71M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$9.78M
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PSTP Institutional Buying and Selling by Quarter

Innovator Power Buffer Step-Up Strategy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/25/2024 Diversify Wealth Management LLC7,866$249K0.0%N/A0.271%
10/24/2024 Modera Wealth Management LLC13,020$411K0.0%-5.9%0.449%
10/15/2024 Occidental Asset Management LLC6,750$213K0.0%N/A0.233%
8/22/2024Cetera Investment Advisers41,996$1.28M0.0%+3.2%1.448%
8/16/2024Sunbelt Securities Inc.243,616$7.43M0.8%+3.6%8.401%
8/8/2024Wealthgarden F.S. LLC25,267$770K0.8%N/A0.871%
8/6/2024 Chris Bulman Inc3,496$107K0.1%N/A0.121%
8/1/2024Aire Advisors LLC196,261$5.82M1.3%-48.1%6.768%
7/31/2024Commonwealth Equity Services LLC279,000$8.50M0.0%-1.0%9.621%
7/26/2024Harbour Investments Inc.9,775$298K0.0%+38.3%0.337%
7/22/2024Atria Wealth Solutions Inc.42,072$1.28M0.0%+443.2%1.451%
7/22/2024 Krilogy Financial LLC185,425$5.65M0.4%-10.1%6.394%
7/19/2024 KFG Wealth Management LLC507,279$15.46M6.1%+7.3%17.492%
6/21/2024Cape Investment Advisory Inc.8,504$251K0.1%-28.6%0.293%
5/3/2024 Southern Capital Advisors LLC20,077$592K0.4%+43.8%0.697%
5/1/2024Stegent Equity Advisors Inc.46,469$1.37M1.4%-23.9%1.614%
5/1/2024 Lineweaver Wealth Advisors LLC196,560$5.80M1.4%+8.6%6.825%
4/29/2024Commonwealth Equity Services LLC281,741$8.31M0.0%+5.6%9.783%
4/24/2024 Krilogy Financial LLC206,150$6.08M0.5%-14.5%7.158%
4/19/2024 KFG Wealth Management LLC472,811$13.95M5.7%+3.5%16.417%
4/15/2024Sunbelt Securities Inc.235,098$6.94M0.8%-19.6%8.163%
2/12/2024Tradition Wealth Management LLC41,260$1.16M0.1%-1.0%1.517%
2/12/2024Cape Investment Advisory Inc.11,904$336K0.2%+14.4%0.438%
2/5/2024Stegent Equity Advisors Inc.61,024$1.72M2.0%-7.8%2.244%
2/2/2024Atria Wealth Solutions Inc.7,185$203K0.0%N/A0.264%
1/31/2024 KFG Wealth Management LLC456,987$12.89M5.9%+12.2%16.801%
1/29/2024Aire Advisors LLC375,848$10.60M2.6%-0.1%13.818%
1/26/2024 Krilogy Financial LLC241,100$6.80M0.6%+13.0%8.864%
1/19/2024 Lineweaver Wealth Advisors LLC180,987$5.11M1.3%+8.1%6.654%
1/17/2024 Cambridge Advisors Inc.28,722$810K0.2%+4.7%1.056%
12/11/2023Sunbelt Securities Inc.269,944$7.20M1.0%+3.2%9.924%
11/7/2023Cape Investment Advisory Inc.10,404$277K0.2%N/A0.383%
11/6/2023Sigma Planning Corp191,031$5.09M0.2%-1.2%7.023%
11/1/2023 Krilogy Financial LLC213,330$5.69M0.5%+2.9%7.843%
10/30/2023Aire Advisors LLC376,320$10.03M2.7%+12.3%13.835%
10/25/2023Stegent Equity Advisors Inc.66,185$1.76M2.2%-4.2%2.433%
10/24/2023 Cambridge Investment Research Advisors Inc.14,984$399K0.0%N/A0.551%
10/23/2023Commonwealth Equity Services LLC242,672$6.47M0.0%+1.8%8.922%
10/20/2023 Lineweaver Wealth Advisors LLC167,460$4.46M1.3%N/A6.157%
10/17/2023 KFG Wealth Management LLC407,455$10.86M5.9%+2.2%14.980%
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10/13/2023 Arkadios Wealth Advisors8,130$217K0.0%-6.9%0.299%
8/16/2023Sunbelt Securities Inc.261,568$7.14M1.0%+5.7%9.616%
8/10/2023Osaic Holdings Inc.137,492$3.75M0.0%+6.2%5.055%
8/10/2023Commonwealth Equity Services LLC238,378$6.51M0.0%+6.6%8.764%
8/10/2023Cetera Investment Advisers15,268$417K0.0%+20.6%0.561%
8/7/2023 Modera Wealth Management LLC13,842$378K0.0%N/A0.509%
8/7/2023Stegent Equity Advisors Inc.69,117$1.89M2.1%-10.3%2.541%
8/4/2023Envestnet Asset Management Inc.93,142$2.54M0.0%+6.6%3.424%
8/4/2023IFP Advisors Inc12,761$326K0.0%+10.4%0.469%
8/3/2023 Southern Capital Advisors LLC14,000$382K0.3%-3.4%0.515%
8/2/2023Aire Advisors LLC335,210$9.19M2.4%+4.8%12.324%
8/2/2023Sigma Planning Corp193,357$5.28M0.2%+0.3%7.109%
7/19/2023 Krilogy Financial LLC207,375$5.66M0.5%+18.8%7.976%
7/18/2023 KFG Wealth Management LLC398,737$10.89M6.4%+17.7%15.336%
7/13/2023 Cambridge Advisors Inc.27,422$749K0.2%+1.4%1.055%
5/17/2023Sunbelt Securities Inc.247,542$6.38M1.0%+1,505.6%10.229%
5/12/2023Tradition Wealth Management LLC55,190$1.43M0.2%+8.9%2.281%
5/11/2023Commonwealth Equity Services LLC223,583$5.81M0.0%+7.0%9.239%
5/8/2023Sigma Planning Corp192,848$5.01M0.2%-3.7%7.969%
5/3/2023 Krilogy Financial LLC174,630$4.54M0.4%-3.0%7.216%
5/2/2023 Arkadios Wealth Advisors9,330$242K0.0%N/A0.386%
4/27/2023 Southern Capital Advisors LLC14,486$376K0.3%N/A0.599%
4/18/2023IFP Advisors Inc11,561$295K0.0%+9.5%0.478%
4/18/2023Stegent Equity Advisors Inc.77,016$2M2.0%+32.7%3.182%
4/14/2023 KFG Wealth Management LLC338,798$8.84M6.1%+169.9%14.000%
4/13/2023 Cambridge Advisors Inc.27,047$702K0.2%+64.9%1.546%
3/6/2023OLD Mission Capital LLC8,565$213K0.0%N/A0.513%
2/10/2023Advisor Group Holdings Inc.146,726$3.64M0.0%+38.4%8.786%
2/8/2023Sunbelt Securities Inc.15,417$383K0.1%+54.3%0.923%
2/7/2023Commonwealth Equity Services LLC208,915$5.19M0.0%+20.4%12.510%
2/7/2023IFP Advisors Inc10,559$270K0.0%+391.6%0.632%
2/7/2023Envestnet Asset Management Inc.82,508$2.05M0.0%+31.5%4.941%
2/3/2023Tradition Wealth Management LLC50,681$1.26M0.2%+29.4%3.035%
2/2/2023Stegent Equity Advisors Inc.58,030$1.44M1.7%-19.7%3.475%
1/24/2023Sigma Planning Corp200,254$4.97M0.2%+0.7%11.991%
1/23/2023 Cambridge Advisors Inc.16,405$407K0.1%N/A0.982%
1/18/2023 KFG Wealth Management LLC125,523$3.12M3.2%N/A7.607%
11/21/2022Sunbelt Securities Inc.9,990$236K0.0%N/A0.724%
11/15/2022Commonwealth Equity Services LLC173,557$4.09M0.0%+73.7%12.577%
11/10/2022Sigma Planning Corp198,875$4.69M0.2%N/A14.411%
11/8/2022IFP Advisors Inc2,148$56K0.0%N/A0.156%
10/21/2022Stegent Equity Advisors Inc.72,249$1.70M2.6%+26.2%5.235%
10/14/2022 Retirement Planning Group32,025$755K0.1%-15.1%2.321%
10/6/2022 Krilogy Financial LLC154,890$3.65M0.4%N/A11.915%
8/13/2022Pensionmark Financial Group LLC11,868$301K0.1%N/A1.396%
8/5/2022OLD Mission Capital LLC24,695$598K0.0%+69.0%2.905%
8/3/2022Envestnet Asset Management Inc.58,246$1.41M0.0%N/A6.852%
8/2/2022Tradition Wealth Management LLC26,488$642K0.1%+4,647.0%3.116%
7/19/2022Commonwealth Equity Services LLC99,920$2.42M0.0%N/A12.490%
7/18/2022 Cambridge Advisors Inc.8,400$204K0.1%N/A1.050%
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7/13/2022 Retirement Planning Group37,715$914K0.1%N/A4.714%
5/2/2022 Arkadios Wealth Advisors8,100$216K0.0%N/A2.492%
(Data available from 1/1/2016 forward)

PSTP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PSTP shares?

During the previous two years, 27 institutional investors and hedge funds held shares of Innovator Power Buffer Step-Up Strategy ETF. The most heavily invested institutionals were KFG Wealth Management LLC ($15.46M), Commonwealth Equity Services LLC ($8.50M), Sunbelt Securities Inc. ($7.43M), Aire Advisors LLC ($5.82M), Lineweaver Wealth Advisors LLC ($5.80M), Krilogy Financial LLC ($5.65M), and Sigma Planning Corp ($5.09M).Learn more on PSTP's institutional investors.

Which institutional investors have been buying Innovator Power Buffer Step-Up Strategy ETF stock?

Of the 27 institutional investors that purchased Innovator Power Buffer Step-Up Strategy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: KFG Wealth Management LLC ($507.28K), Sunbelt Securities Inc. ($278.46K), Sigma Planning Corp ($200.76K), Lineweaver Wealth Advisors LLC ($196.56K), Commonwealth Equity Services LLC ($157.79K), Krilogy Financial LLC ($66.47K), and Aire Advisors LLC ($56.44K).

How much institutional buying is happening at Innovator Power Buffer Step-Up Strategy ETF?

Institutional investors have bought a total of 1,785,215 shares in the last 24 months. This purchase volume represents approximately $46.77M in transactions.

Which Innovator Power Buffer Step-Up Strategy ETF major shareholders have been selling company stock?

Of the 11 institutional investors that sold Innovator Power Buffer Step-Up Strategy ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Aire Advisors LLC ($182.57K), Krilogy Financial LLC ($61.13K), Sunbelt Securities Inc. ($57.38K), Stegent Equity Advisors Inc. ($44.77K), Sigma Planning Corp ($9.73K), Cape Investment Advisory Inc. ($3.40K), and Commonwealth Equity Services LLC ($2.74K).

How much institutional selling is happening at Innovator Power Buffer Step-Up Strategy ETF?

Institutional investors have sold a total of 364,031 shares in the last 24 months. This volume of shares sold represents approximately $10.79M in transactions.



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