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 |
---|---|---|---|---|---|---|---|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
800New |
$20.7K - $22K
|
800
$27.3K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
559New |
$14.5K - $15.4K
|
559
$19.1K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
320New |
$8.3K - $8.81K
|
320
$10.9K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
153+ 110.87% |
$3.97K - $4.21K
|
291
$9.93K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
50+ 0.35% |
$1.3K - $1.38K
|
14.2K
$485K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2+ 0.2% |
$51.9 - $55.1
|
1K
$34.2K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-35- 0.02% |
$908 - $964
|
165K
$5.64M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-108- 0.5% |
$2.8K - $2.97K
|
21.7K
$741K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-200- 9.66% |
$5.19K - $5.51K
|
1.87K
$63.8K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-331- 2.41% |
$8.58K - $9.12K
|
13.4K
$457K
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-375- 1.68% |
$9.72K - $10.3K
|
21.9K
$749K
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-411- 0.54% |
$10.7K - $11.3K
|
75.1K
$2.56M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-452- 28.77% |
$11.7K - $12.4K
|
1.12K
$38.2K
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-497- 2.23% |
$12.9K - $13.7K
|
21.7K
$742K
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
SELL
|
- |
-770- 7.05% |
$20K - $21.2K
|
10.2K
$347K
|
|
Jul 27, 2023
Q2 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-8.07K- 3.74% |
$209K - $222K
|
208K
$7.09M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-21.6K- 23.07% |
$561K - $596K
|
72.2K
$2.46M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-57.7K- 99.99% |
$1.5M - $1.59M
|
5
$171
|