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 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-751- 19.88% |
$24.1K - $25.7K
|
3.03K
$97.5K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-755- 2.18% |
$24.2K - $25.9K
|
33.9K
$1.09M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-759- 4.9% |
$24.3K - $26K
|
14.7K
$475K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-926- 3.86% |
$29.7K - $31.7K
|
23K
$742K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.29K- 10.48% |
$41.4K - $44.3K
|
11K
$356K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.67K- 1.86% |
$53.4K - $57.1K
|
87.8K
$2.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.35K- 26.72% |
$75.4K - $80.6K
|
6.45K
$208K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-2.43K- 9.48% |
$77.9K - $83.2K
|
23.2K
$747K
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.38K- 6.69% |
$108K - $116K
|
47.2K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.41K- 20.54% |
$109K - $117K
|
13.2K
$425K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.15K- 2.7% |
$133K - $142K
|
150K
$4.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.22K- 2.91% |
$135K - $145K
|
141K
$4.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.65K- 4.3% |
$149K - $159K
|
104K
$3.34M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-4.77K- 5.49% |
$153K - $163K
|
82.2K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.89K- 56.98% |
$189K - $202K
|
4.45K
$143K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.98K- 9.78% |
$288K - $308K
|
82.8K
$2.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10.6K- 26.71% |
$340K - $363K
|
29.1K
$936K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.4K- 62.17% |
$364K - $389K
|
6.91K
$222K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.2K- 98.48% |
$487K - $520K
|
235
$7.57K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-30.1K- 32.44% |
$966K - $1.03M
|
62.7K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-53K- 53.1% |
$1.7M - $1.82M
|
46.8K
$1.51M
|