Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 07, 2023
Q2 2023
|
O Donnell Financial Services, LLC
|
BUY
|
- |
741KNew |
$19.2M - $20.4M
|
741K
$25.3M
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
397K+ 2111.76% |
$10.3M - $10.9M
|
416K
$14.2M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
132KNew |
$3.41M - $3.63M
|
132K
$4.49M
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
116KNew |
$3.01M - $3.2M
|
116K
$3.96M
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
91.1KNew |
$2.36M - $2.51M
|
91.1K
$3.11M
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
84.6KNew |
$2.19M - $2.33M
|
84.6K
$2.89M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
66.5K+ 92.55% |
$1.72M - $1.83M
|
138K
$4.72M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
62.3K+ 32.93% |
$1.62M - $1.72M
|
252K
$8.59M
|
|
Aug 04, 2023
Q2 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
56.3KNew |
$1.46M - $1.55M
|
56.3K
$1.92M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
54.5KNew |
$1.41M - $1.5M
|
54.5K
$1.86M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
41.5K+ 47.32% |
$1.08M - $1.14M
|
129K
$4.41M
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
38.1KNew |
$989K - $1.05M
|
38.1K
$1.3M
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
34.2K+ 63.78% |
$888K - $943K
|
87.9K
$3M
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
31.4KNew |
$814K - $864K
|
31.4K
$1.07M
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
29.4KNew |
$761K - $809K
|
29.4K
$1M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.5KNew |
$660K - $701K
|
25.5K
$869K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
23.4K+ 1262.35% |
$607K - $645K
|
25.3K
$862K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.2K+ 127.69% |
$548K - $583K
|
37.7K
$1.29M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.9KNew |
$541K - $575K
|
20.9K
$713K
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
20.7KNew |
$536K - $569K
|
20.7K
$705K
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
17.2KNew |
$446K - $474K
|
17.2K
$588K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.9K+ 95.17% |
$437K - $464K
|
34.6K
$1.18M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.3KNew |
$370K - $393K
|
14.3K
$487K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.2K+ 103.27% |
$368K - $391K
|
28K
$955K
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
12.8K+ 136.55% |
$333K - $353K
|
22.2K
$759K
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
12.2KNew |
$315K - $335K
|
12.2K
$415K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11.9K+ 275.13% |
$309K - $329K
|
16.3K
$556K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11.6KNew |
$302K - $320K
|
11.6K
$397K
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
11.4K+ 81.99% |
$295K - $313K
|
25.2K
$862K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.1K+ 111.87% |
$287K - $304K
|
20.9K
$715K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
10.8KNew |
$279K - $296K
|
10.8K
$368K
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
10.4KNew |
$270K - $286K
|
10.4K
$355K
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
10K+ 11.68% |
$259K - $276K
|
95.7K
$3.27M
|
|
Aug 04, 2023
Q2 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
9.2K+ 34.2% |
$238K - $253K
|
36.1K
$1.23M
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8.28KNew |
$215K - $228K
|
8.28K
$283K
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
BUY
|
- |
8.05KNew |
$209K - $222K
|
8.05K
$275K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.86KNew |
$204K - $216K
|
7.86K
$268K
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
7.36KNew |
$191K - $203K
|
7.36K
$251K
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6.62K+ 1.9% |
$172K - $182K
|
355K
$12.1M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.02K+ 9.42% |
$156K - $166K
|
69.8K
$2.38M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.76K+ 43.77% |
$149K - $159K
|
18.9K
$646K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
4.32K+ 20.73% |
$112K - $119K
|
25.1K
$859K
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
3.66K+ 44.36% |
$94.8K - $101K
|
11.9K
$406K
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3.26KNew |
$84.5K - $89.7K
|
3.26K
$111K
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.84K+ 8.47% |
$73.6K - $78.2K
|
36.4K
$1.24M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.29KNew |
$59.4K - $63.1K
|
2.29K
$78.2K
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.96K+ 11.01% |
$50.9K - $54K
|
19.8K
$675K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.64K+ 174.79% |
$42.6K - $45.2K
|
2.58K
$88.2K
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.19K+ 12.03% |
$30.8K - $32.7K
|
11K
$377K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
987+ 3.72% |
$25.6K - $27.2K
|
27.5K
$938K
|