Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-800- 2.73% |
$24.4K - $26.1K
|
28.5K
$976K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-850- 11.93% |
$26K - $27.8K
|
6.27K
$215K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-872- 5.33% |
$26.6K - $28.5K
|
15.5K
$530K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-933- 3.4% |
$28.5K - $30.5K
|
26.5K
$909K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.55K- 5.77% |
$47.2K - $50.5K
|
25.2K
$864K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.63K- 0.71% |
$49.9K - $53.3K
|
227K
$7.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.79K- 3.41% |
$54.5K - $58.3K
|
50.6K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.41K- 1.64% |
$73.7K - $78.8K
|
145K
$4.97M
|
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-2.67K- 1.53% |
$81.6K - $87.3K
|
172K
$5.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.21K- 27.16% |
$98.2K - $105K
|
8.62K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-3.77K- 30.61% |
$115K - $123K
|
8.54K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.35K- 9.88% |
$133K - $142K
|
39.7K
$1.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-4.52K- 34.78% |
$138K - $147K
|
8.47K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-9.33K- 9.13% |
$285K - $305K
|
92.8K
$3.18M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-10.2K- 10.54% |
$313K - $334K
|
86.9K
$2.98M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-14.4K- 62.12% |
$441K - $471K
|
8.8K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-41.8K- 28.63% |
$1.28M - $1.36M
|
104K
$3.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-67.1K- 42.84% |
$2.05M - $2.19M
|
89.5K
$3.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-121K- 84.2% |
$3.68M - $3.93M
|
22.6K
$774K
|