Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
58.2K+ 95.57% |
$1.55M - $1.62M
|
119K
$4.08M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
48.6K+ 24.46% |
$1.3M - $1.35M
|
247K
$8.48M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19KNew |
$507K - $529K
|
19K
$652K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.87K+ 28.7% |
$236K - $246K
|
39.8K
$1.36M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.65K+ 34.76% |
$230K - $240K
|
33.5K
$1.15M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
7.4KNew |
$197K - $205K
|
7.4K
$253K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.62K+ 1.98% |
$176K - $184K
|
342K
$11.7M
|
|
Nov 03, 2021
Q3 2021
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
4.1K+ 7.08% |
$109K - $114K
|
61.9K
$2.12M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.68KNew |
$98K - $102K
|
3.68K
$126K
|
|
Nov 15, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
3.29K+ 15.74% |
$87.6K - $91.3K
|
24.2K
$828K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
890New |
$23.7K - $24.7K
|
890
$30.5K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
185+ 1.19% |
$4.93K - $5.14K
|
15.7K
$539K
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
15+ 0.09% |
$400 - $417
|
17.5K
$600K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-45- 0.18% |
$1.2K - $1.25K
|
24.5K
$838K
|
|
Oct 19, 2021
Q3 2021
|
Acas, LLC
|
SELL
|
- |
-99- 0.76% |
$2.64K - $2.75K
|
12.9K
$442K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-203- 1.5% |
$5.41K - $5.64K
|
13.3K
$455K
|
|
Oct 21, 2021
Q3 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-442- 0.25% |
$11.8K - $12.3K
|
175K
$5.99M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-660- 33.66% |
$17.6K - $18.3K
|
1.3K
$44.6K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-864- 74.1% |
$23K - $24K
|
302
$10.3K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.4K- 5.63% |
$37.3K - $38.9K
|
23.5K
$805K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.66KClosed |
$44.3K - $46.2K
|
0
$0
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.46K- 20.2% |
$65.5K - $68.3K
|
9.72K
$333K
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-7.95KClosed |
$212K - $221K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-14.4K- 52.98% |
$383K - $400K
|
12.8K
$437K
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-207KClosed |
$5.52M - $5.76M
|
0
$0
|