Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
480KNew |
$15.4M - $16.4M
|
480K
$15.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
62.4KNew |
$2M - $2.14M
|
62.4K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.1KNew |
$1.16M - $1.24M
|
36.1K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.4KNew |
$847K - $905K
|
26.4K
$851K
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
26.3KNew |
$843K - $902K
|
26.3K
$848K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
25.3K+ 336.51% |
$811K - $867K
|
32.8K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
19.8KNew |
$635K - $678K
|
19.8K
$638K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
18KNew |
$577K - $617K
|
18K
$580K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.1K+ 63.26% |
$419K - $448K
|
33.7K
$1.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.5K+ 11.01% |
$368K - $393K
|
116K
$3.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
11.1KNew |
$356K - $380K
|
11.1K
$358K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
8.37KNew |
$268K - $287K
|
8.37K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.63KNew |
$212K - $227K
|
6.63K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
6.61KNew |
$212K - $226K
|
6.61K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.41KNew |
$142K - $151K
|
4.41K
$142K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.39KNew |
$141K - $150K
|
4.39K
$141K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.61K+ 23.72% |
$116K - $124K
|
18.8K
$606K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.22KNew |
$103K - $110K
|
3.22K
$104K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.1K+ 10.88% |
$99.4K - $106K
|
31.6K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
2.67K+ 23.63% |
$85.6K - $91.5K
|
14K
$450K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.29K+ 1.01% |
$73.4K - $78.5K
|
229K
$7.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.22K+ 47.39% |
$39.2K - $41.9K
|
3.81K
$123K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
843New |
$27K - $28.9K
|
843
$27.2K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
779+ 12.3% |
$25K - $26.7K
|
7.11K
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
753New |
$24.1K - $25.8K
|
753
$24.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
599+ 4.33% |
$19.2K - $20.5K
|
14.4K
$466K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
371+ 1.86% |
$11.9K - $12.7K
|
20.3K
$655K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
279+ 36.86% |
$8.94K - $9.56K
|
1.04K
$33.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
254+ 1.43% |
$8.14K - $8.7K
|
18K
$580K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
222+ 0.14% |
$7.12K - $7.61K
|
160K
$5.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
88New |
$2.82K - $3.02K
|
88
$2.84K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
86New |
$2.76K - $2.95K
|
86
$2.77K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
84+ 0.21% |
$2.69K - $2.88K
|
40.8K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
70+ 1.12% |
$2.24K - $2.4K
|
6.34K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
55+ 0.46% |
$1.76K - $1.88K
|
11.9K
$385K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
28+ 0.18% |
$898 - $960
|
15.3K
$493K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-10- 0.04% |
$321 - $343
|
22.8K
$735K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-84- 0.25% |
$2.69K - $2.88K
|
33.6K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-90- 0.52% |
$2.89K - $3.08K
|
17.2K
$555K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-140- 1.14% |
$4.49K - $4.8K
|
12.1K
$391K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-156- 0.69% |
$5K - $5.35K
|
22.4K
$723K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-180- 26.28% |
$5.77K - $6.17K
|
505
$16.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-286- 1.62% |
$9.17K - $9.8K
|
17.4K
$559K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-332- 0.8% |
$10.6K - $11.4K
|
41.2K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-387- 3.17% |
$12.4K - $13.3K
|
11.8K
$381K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-400- 2.28% |
$12.8K - $13.7K
|
17.2K
$553K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-500- 9.09% |
$16K - $17.1K
|
5K
$161K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-518- 6.07% |
$16.6K - $17.8K
|
8.02K
$258K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-573- 2.24% |
$18.4K - $19.6K
|
25K
$805K
|