Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.38K- 0.84% |
$35.2K - $40.5K
|
162K
$5.56M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.71K- 4.78% |
$43.6K - $50.2K
|
34K
$1.16M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-2.29K- 0.55% |
$58.5K - $67.3K
|
414K
$14.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.47K- 6.53% |
$63.2K - $72.7K
|
35.3K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.79K- 3.95% |
$71.4K - $82.1K
|
67.9K
$2.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.42K- 16.37% |
$87.4K - $101K
|
17.5K
$598K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.07K- 31.71% |
$130K - $149K
|
10.9K
$374K
|
|
|
Feb 05, 2024
Q4 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-5.46K- 15.13% |
$140K - $161K
|
30.6K
$1.05M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7.29K- 9.84% |
$186K - $214K
|
66.8K
$2.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.76K- 36.07% |
$250K - $287K
|
17.3K
$592K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.3K- 12.55% |
$262K - $302K
|
71.5K
$2.45M
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-79.7K- 39.62% |
$2.04M - $2.34M
|
121K
$4.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-95.4K- 73.38% |
$2.44M - $2.81M
|
34.6K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-107K- 37.2% |
$2.74M - $3.16M
|
181K
$6.21M
|
|
|
Feb 02, 2024
Q4 2023
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-524K- 74.56% |
$13.4M - $15.4M
|
179K
$6.12M
|