Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 22, 2022
Q4 2021
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
248KNew |
$6.67M - $7.06M
|
248K
$8.47M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
104KNew |
$2.81M - $2.97M
|
104K
$3.57M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
100K+ 84.2% |
$2.7M - $2.85M
|
219K
$7.48M
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
71.7KNew |
$1.93M - $2.04M
|
71.7K
$2.45M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
59.3KNew |
$1.6M - $1.69M
|
59.3K
$2.02M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
53.6KNew |
$1.44M - $1.53M
|
53.6K
$1.83M
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
37.3KNew |
$1M - $1.06M
|
37.3K
$1.27M
|
|
Feb 10, 2022
Q4 2021
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
26.9KNew |
$724K - $766K
|
26.9K
$918K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
17.8KNew |
$479K - $506K
|
17.8K
$607K
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.8KNew |
$370K - $392K
|
13.8K
$470K
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
12.7KNew |
$342K - $362K
|
12.7K
$434K
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
11.9KNew |
$319K - $338K
|
11.9K
$405K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11K+ 32.94% |
$297K - $314K
|
44.6K
$1.52M
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
10.2KNew |
$276K - $292K
|
10.2K
$350K
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
9.58K+ 129.55% |
$258K - $273K
|
17K
$580K
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
7.37KNew |
$198K - $210K
|
7.37K
$252K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.8K+ 21.1% |
$75.4K - $79.8K
|
16.1K
$549K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.38KNew |
$64K - $67.8K
|
2.38K
$81.3K
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.14K+ 11.77% |
$30.8K - $32.6K
|
10.9K
$371K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
1.13K+ 374.5% |
$30.4K - $32.2K
|
1.43K
$48.9K
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
888+ 6.95% |
$23.9K - $25.3K
|
13.7K
$466K
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
167+ 0.95% |
$4.49K - $4.76K
|
17.7K
$604K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-60- 1.47% |
$1.61K - $1.71K
|
4.01K
$137K
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-177- 0.45% |
$4.76K - $5.04K
|
39.6K
$1.35M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-200- 0.85% |
$5.38K - $5.7K
|
23.3K
$795K
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-313Closed |
$8.42K - $8.91K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-500- 3.18% |
$13.5K - $14.2K
|
15.2K
$520K
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-590Closed |
$15.9K - $16.8K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-605Closed |
$16.3K - $17.2K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-849- 65.26% |
$22.8K - $24.2K
|
452
$15.4K
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.31K- 0.75% |
$35.2K - $37.2K
|
173K
$5.92M
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-2.6K- 10.75% |
$70K - $74K
|
21.6K
$737K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.35K- 0.98% |
$90.2K - $95.4K
|
338K
$11.5M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.49K- 39.36% |
$202K - $213K
|
11.5K
$394K
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-10.7K- 43.85% |
$289K - $306K
|
13.7K
$469K
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
SELL
|
- |
-12.9KClosed |
$347K - $368K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-47.8K- 77.26% |
$1.29M - $1.36M
|
14.1K
$481K
|