Free Trial

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

→ Obama’s Forever Term [exposed] (From Porter & Company) (Ad)
Free PSEP Stock Alerts
$37.02
+0.06 (+0.16%)
(As of 05/17/2024 ET)
Compare
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)
89
Total
Institutional Inflows
(last 12 months)
$111.76M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$192.65M
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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 Sugar Maple Asset Management LLC6,531$238K0.2%N/A0.034%
5/16/2024 B. Riley Wealth Advisors Inc.15,819$577K0.0%+56.3%0.082%
5/16/2024 WPWealth LLP7,487$273K0.1%-50.0%0.039%
5/15/2024 Beck Capital Management LLC69,007$2.52M0.7%-6.0%0.359%
5/14/2024 First Commonwealth Financial Corp PA 68,873$2.51M0.7%+5.5%0.359%
5/14/2024 CreativeOne Wealth LLC55,768$2.04M0.1%+284.0%0.290%
5/14/2024 InterOcean Capital Group LLC72,700$2.65M0.1%-5.8%0.379%
5/10/2024 Osaic Holdings Inc.412,837$15.07M0.0%-14.1%2.150%
5/9/2024 Corrado Advisors LLC63,364$2.31M1.5%-3.5%0.330%
5/9/2024 Stuart Chaussee & Associates Inc.692,594$25.28M7.3%-0.2%3.607%
5/9/2024 Camelot Portfolios LLC54,238$1.98M1.9%-23.4%0.282%
5/8/2024 Avantax Advisory Services Inc.46,158$1.69M0.0%-4.7%0.240%
5/7/2024 BCGM Wealth Management LLC52,075$1.90M0.7%-2.8%0.271%
5/2/2024 Lincoln National Corp142,065$5.19M0.1%-5.6%0.740%
5/1/2024 Janney Montgomery Scott LLC62,603$2.29M0.0%-23.8%0.322%
4/30/2024 Strategic Wealth Partners Group LLC219,834$8.02M0.9%-5.1%1.130%
4/30/2024 Valtinson Bruner Financial Planning LLC55,123$2.01M0.9%-17.4%0.283%
4/29/2024Commonwealth Equity Services LLC640,791$23.39M0.0%-4.2%3.295%
4/29/2024 Benjamin F. Edwards & Company Inc.12,199$445K0.0%-15.4%0.063%
4/29/2024 Yarger Wealth Strategies LLC134,693$4.92M3.3%-1.8%0.693%
4/25/2024 Cambridge Investment Research Advisors Inc.112,959$4.12M0.0%-8.0%0.581%
4/24/2024 Pinnacle Wealth Management Group Inc.43,645$1.59M1.2%-20.5%0.224%
4/23/2024 Strategic Blueprint LLC15,024$548K0.0%-6.8%0.077%
4/23/2024 Raymond James Financial Services Advisors Inc.392,093$14.31M0.0%-7.8%2.016%
4/22/2024 Altfest L J & Co. Inc.58,101$2.12M0.3%-2.0%0.299%
4/22/2024 Outlook Wealth Advisors LLC27,291$996K0.3%-86.1%0.140%
4/22/2024 MBL Wealth LLC243,134$8.87M1.0%-3.3%1.250%
4/19/2024 FORVIS Wealth Advisors LLC124,819$4.56M0.1%-1.7%0.642%
4/19/2024 KFG Wealth Management LLC96,059$3.51M1.4%-12.9%0.494%
4/17/2024 CRA Financial Services LLC11,055$404K0.1%-56.3%0.057%
4/16/2024 Wealth Enhancement Advisory Services LLC256,542$9.36M0.0%-5.5%1.319%
4/15/2024 Brookstone Capital Management120,009$4.38M0.1%-87.1%0.757%
4/15/2024 Sunbelt 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%
3/15/2024 B. Riley Wealth Advisors Inc.10,119$352K0.0%-36.0%0.064%
2/14/2024 Brown Wealth Management LLC37,440$1.30M0.6%+18.2%0.236%
Buy this small stock before coming AI Tidal Wave (Ad)

The internet generated more wealth than any other innovation in history - creating hundreds of thousands of new millionaires in America alone. Now A.I. could do the same. But if you're buying Microsoft or NVIDIA to profit - you're missing the big picture.

Get the name and ticker symbol for free - just click here.
2/14/2024 Visionary Wealth Advisors69,171$2.41M0.2%-4.2%0.436%
2/14/2024 Cresset Asset Management LLC361,357$12.56M0.1%-2.4%2.280%
2/13/2024 Joseph Group Capital Management389,010$13.52M7.9%+3.8%2.454%
2/13/2024 Cetera Advisor Networks LLC140,023$4.87M0.0%-9.8%0.883%
2/12/2024Focus Financial Network Inc. ADV19,027$661K0.0%N/A0.120%
2/9/2024 SageView Advisory Group LLC321,169$11.16M0.4%+3,441.0%2.026%
2/9/2024 Cambridge Investment Research Advisors Inc.122,837$4.27M0.0%-4.6%0.775%
2/9/2024 InterOcean Capital Group LLC77,200$2.68M0.1%-2.6%0.487%
2/9/2024 Certified Advisory Corp18,541$645K0.1%+4.3%0.117%
2/9/2024 CreativeOne Wealth LLC14,523$505K0.0%N/A0.092%
2/8/2024 Kingsview Wealth Management LLC17,899$622K0.0%+13.6%0.113%
2/8/2024 Meridian Wealth Management LLC7,060$245K0.0%-9.6%0.045%
2/8/2024 Beacon Pointe Advisors LLC220,463$7.66M0.1%+10.3%1.391%
2/8/2024 Janney Montgomery Scott LLC82,182$2.86M0.0%-62.5%0.518%
2/7/2024 Avantax Advisory Services Inc.48,447$1.68M0.0%-30.9%0.306%
2/7/2024 Principal Securities Inc.8,155$283K0.0%N/A0.051%
2/6/2024 Valtinson Bruner Financial Planning LLC66,759$2.32M1.2%+3.4%0.421%
2/6/2024 Lincoln National Corp150,528$5.23M0.1%+5.5%0.950%
2/6/2024 U.S. Capital Wealth Advisors LLC14,217$494K0.0%+20.3%0.090%
2/6/2024 Benjamin 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%
2/2/2024 Stuart Chaussee & Associates Inc.694,229$24.13M7.0%+0.4%4.380%
2/2/2024 Truist Financial Corp143,343$4.98M0.0%+0.4%0.904%
2/2/2024 Atria Wealth Solutions Inc.59,394$2.07M0.0%+39.4%0.375%
2/1/2024 Corrado Advisors LLC65,680$2.28M1.9%-4.5%0.414%
2/1/2024 Capital Investment Advisory Services LLC1,735$60K0.0%+29.5%0.011%
2/1/2024 Nikulski Financial Inc.5,885$205K0.1%N/A0.037%
2/1/2024 Sigma Planning Corp6,777$236K0.0%-59.9%0.043%
2/1/2024 CRA Financial Services LLC25,287$879K0.2%-6.9%0.160%
1/31/2024 KFG Wealth Management LLC110,250$3.83M1.7%-8.9%0.696%
1/30/2024 Wealth Alliance19,659$683K0.1%+32.0%0.124%
1/30/2024 Capital Analysts LLC19,475$677K0.0%-11.2%0.123%
1/29/2024 Outlook Wealth Advisors LLC195,973$6.81M2.4%-3.1%1.236%
1/29/2024 Tennessee Valley Asset Management Partners850$30K0.0%N/A0.005%
1/25/2024 Strategic Blueprint LLC16,124$561K0.0%+6.3%0.102%
1/25/2024 Blue Bell Private Wealth Management LLC4,419$154K0.0%+12.8%0.028%
1/24/2024 Stratos Wealth Advisors LLC15,530$540K0.0%+66.9%0.098%
1/23/2024 Advisory Alpha LLC113,512$3.95M0.2%+7.0%0.716%
1/23/2024 Straight Path Wealth Management22,711$789K0.5%N/A0.143%
1/23/2024 Camelot Portfolios LLC70,831$2.46M1.5%+15.7%0.447%
1/23/2024 Beacon Financial Advisory LLC17,056$593K0.3%+11.1%0.108%
1/19/2024 Wagner Wealth Management LLC1,990$69K0.0%N/A0.013%
1/19/2024 Patriot Financial Group Insurance Agency LLC21,914$762K0.1%+24.0%0.138%
1/18/2024 MBL Wealth LLC251,527$8.74M1.1%+0.6%1.587%
1/18/2024 Yarger Wealth Strategies LLC137,137$4.77M3.8%-3.9%0.865%
1/18/2024 Altfest L J & Co. Inc.59,267$2.06M0.3%-7.9%0.374%
1/17/2024 Pinnacle 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%
1/16/2024 Raymond James Financial Services Advisors Inc.425,342$14.79M0.0%-1.1%2.684%
1/16/2024 Raymond James & Associates12,982$451K0.0%+71.0%0.082%
Breaking News: Elon Musk Invents New Type of A.I. (Shocking) (Ad)

Could Elon's New Device be Bigger than the iPhone? According to 30-year Silicon Valley and Wall Street veteran, Eric Fry… This mind-blowing new technology could be bigger than the iPhone.

Click here for the full story…
1/16/2024CoreCap Advisors LLC93,307$3.24M0.2%+11.2%0.589%
1/12/2024 Cardinal Point Capital Management ULC13,950$485K0.1%-17.2%0.088%
1/11/2024 Brookstone Capital Management928,013$32.26M0.7%+56.1%5.855%
1/11/2024 FORVIS 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%
1/11/2024 Diligent Investors LLC66,930$2.33M0.6%+8.2%0.422%
1/10/2024 Creative 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%
1/8/2024 Gill Capital Partners LLC9,130$317K0.1%N/A0.058%
(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, 149 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - September. The most heavily invested institutionals were Stuart Chaussee & Associates Inc. ($25.28M), Commonwealth Equity Services LLC ($23.39M), Penserra Capital Management LLC ($22.68M), Osaic Holdings Inc. ($15.07M), Advisor Group Holdings Inc. ($14.70M), Raymond James Financial Services Advisors Inc. ($14.31M), 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 112 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 ($313.08K).

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

Institutional investors have bought a total of 9,314,481 shares in the last 24 months. This purchase volume represents approximately $289.36M in transactions.

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

Of the 87 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 ($823.27K), Stuart Chaussee & Associates Inc. ($755.03K), Transform Wealth LLC ($649.17K), Osaic Holdings Inc. ($548.68K), Envestnet Asset Management Inc. ($408.52K), 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 6,586,046 shares in the last 24 months. This volume of shares sold represents approximately $218.71M in transactions.


Related Companies:
This page (BATS:PSEP) was last updated on 5/19/2024 by MarketBeat.com Staff

From Our Partners
Shocking $16T Elon Musk Crypto Leak
Crypto 101 Media
Biden Nomination CANCELED?
The Freeport Society
Missed NVDA? Buy this AI stock NOW
Chaikin Analytics
Urgent Nvidia Warning
Altimetry
CEO of Biggest AI Chipmaker Just Dropped a Bombshell…
Banyan Hill Publishing
Most important medical advance in 100 years
The Oxford Club
Crypto Pioneer Says: “The last crypto bull market has begun.”
InvestorPlace
Protect Your Bank Account Before It’s Too Late
Weiss Ratings