Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2K+ 61.36% |
$59.2K - $62.2K
|
5.26K
$179K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.63K+ 4.47% |
$48.4K - $50.8K
|
38.1K
$1.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.5KNew |
$44.4K - $46.7K
|
1.5K
$51.2K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.31K+ 7.85% |
$38.6K - $40.6K
|
17.9K
$612K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.23K+ 890.58% |
$36.4K - $38.3K
|
1.37K
$46.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
751New |
$22.2K - $23.4K
|
751
$25.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
BUY
|
- |
725+ 7.14% |
$21.5K - $22.6K
|
10.9K
$372K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
672+ 1.8% |
$19.9K - $20.9K
|
38.1K
$1.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
554New |
$16.4K - $17.2K
|
554
$18.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
500+ 25.0% |
$14.8K - $15.6K
|
2.5K
$85.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
386+ 3.24% |
$11.4K - $12K
|
12.3K
$420K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
386+ 3.24% |
$11.4K - $12K
|
12.3K
$420K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
311New |
$9.21K - $9.68K
|
311
$10.6K
|
|
|
Jul 30, 2024
Q2 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
236+ 0.14% |
$6.99K - $7.35K
|
175K
$5.96M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
117+ 0.53% |
$3.46K - $3.64K
|
22.3K
$763K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
66New |
$1.95K - $2.05K
|
66
$2.25K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-489- 0.33% |
$14.5K - $15.2K
|
147K
$5.03M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-525- 2.65% |
$15.5K - $16.3K
|
19.3K
$658K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-975- 3.51% |
$28.9K - $30.4K
|
26.8K
$914K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.69K- 14.08% |
$49.9K - $52.5K
|
10.3K
$351K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.84K- 1.16% |
$54.5K - $57.3K
|
157K
$5.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.56K- 27.76% |
$75.7K - $79.5K
|
6.65K
$227K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.28K- 15.56% |
$127K - $133K
|
23.2K
$793K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-13.2K- 43.23% |
$392K - $412K
|
17.4K
$593K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-17.6K- 51.87% |
$522K - $549K
|
16.4K
$559K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-17.8K- 28.85% |
$528K - $556K
|
44K
$1.5M
|