Purchases and Sales Made in Q1 2024 in Innovator U.S. Small Cap Power (KAPR)
This table provides information about the institutional ownership of Innovator U.S. Small Cap Power (KAPR) during Q1 2024. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. SMALL CAP POWER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
148KNew |
$4.16M - $4.61M
|
148K
$5.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
109K+ 1034.19% |
$3.06M - $3.39M
|
119K
$4.07M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
93.3K+ 335.07% |
$2.62M - $2.91M
|
121K
$4.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.5K+ 125.03% |
$774K - $857K
|
49.5K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
25.3KNew |
$712K - $789K
|
25.3K
$864K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
24.8K+ 212.85% |
$696K - $771K
|
36.4K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.6K+ 20.07% |
$384K - $425K
|
81.6K
$2.79M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.67K+ 51.86% |
$160K - $177K
|
16.6K
$567K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.25K+ 6.4% |
$63.3K - $70.2K
|
37.4K
$1.28M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
2.24K+ 1.53% |
$63K - $69.8K
|
149K
$5.08M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.83K+ 5.28% |
$51.5K - $57.1K
|
36.5K
$1.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.2K+ 150.0% |
$33.8K - $37.4K
|
2K
$68.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
726+ 1.02% |
$20.4K - $22.6K
|
72.2K
$2.46M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
655+ 3.75% |
$18.4K - $20.4K
|
18.1K
$619K
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
400New |
$11.3K - $12.5K
|
400
$13.7K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
BUY
|
- |
293+ 2.97% |
$8.24K - $9.13K
|
10.2K
$347K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-24- 5.52% |
$675 - $748
|
411
$14K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-38- 0.4% |
$1.07K - $1.18K
|
9.56K
$326K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-279- 1.0% |
$7.85K - $8.69K
|
27.8K
$948K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-370- 3.01% |
$10.4K - $11.5K
|
11.9K
$407K
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-370- 3.01% |
$10.4K - $11.5K
|
11.9K
$407K
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-568- 2.97% |
$16K - $17.7K
|
18.5K
$633K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-600- 3.25% |
$16.9K - $18.7K
|
17.9K
$610K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-750- 3.75% |
$21.1K - $23.4K
|
19.2K
$657K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-817- 4.57% |
$23K - $25.5K
|
17.1K
$583K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-820- 6.27% |
$23.1K - $25.6K
|
12.3K
$419K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.2K- 5.69% |
$33.6K - $37.2K
|
19.8K
$676K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.64K- 12.07% |
$46.2K - $51.2K
|
12K
$409K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.01K- 2.51% |
$56.5K - $62.6K
|
77.9K
$2.66M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.19K- 12.66% |
$61.6K - $68.2K
|
15.1K
$516K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.14K- 28.71% |
$88.2K - $97.7K
|
7.78K
$266K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.28K- 23.27% |
$92.1K - $102K
|
10.8K
$369K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-3.45K- 33.7% |
$97K - $108K
|
6.79K
$232K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-3.77K- 2.33% |
$106K - $118K
|
158K
$5.41M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.87K- 29.58% |
$109K - $120K
|
9.2K
$314K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.96K- 15.8% |
$112K - $124K
|
21.1K
$721K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.1K- 11.84% |
$115K - $128K
|
30.5K
$1.04M
|
|
|
Apr 22, 2024
Q1 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-4.55K- 2.54% |
$128K - $142K
|
174K
$5.95M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.94K- 7.39% |
$139K - $154K
|
61.9K
$2.11M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6.08K- 70.18% |
$171K - $190K
|
2.59K
$88.3K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.48K- 45.76% |
$182K - $202K
|
7.68K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.5K- 21.21% |
$211K - $234K
|
27.8K
$951K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-9.58K- 25.83% |
$269K - $299K
|
27.5K
$939K
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-21.9K- 35.69% |
$617K - $684K
|
39.5K
$1.35M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-71.1K- 69.8% |
$2M - $2.21M
|
30.7K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-74.1K- 40.92% |
$2.09M - $2.31M
|
107K
$3.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-98.8K- 87.87% |
$2.78M - $3.08M
|
13.6K
$466K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-329K- 69.12% |
$9.25M - $10.2M
|
147K
$5.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-413K- 99.81% |
$11.6M - $12.9M
|
782
$26.7K
|