Purchases and Sales Made in Q1 2023 in Innovator U.S. Small Cap Power (KJUL)
This table provides information about the institutional ownership of Innovator U.S. Small Cap Power (KJUL) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.7KNew |
$498K - $541K
|
20.7K
$626K
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
12.4KNew |
$299K - $324K
|
12.4K
$375K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
9.67KNew |
$232K - $252K
|
9.67K
$292K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5.41KNew |
$130K - $141K
|
5.41K
$163K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
5.41K+ 540900.0% |
$130K - $141K
|
5.41K
$163K
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2.92K+ 1.97% |
$70K - $76K
|
151K
$4.55M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.61K+ 19.28% |
$62.6K - $67.9K
|
16.1K
$486K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
2.6K+ 3.31% |
$62.5K - $67.8K
|
81K
$2.45M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.81KNew |
$43.4K - $47.1K
|
1.81K
$54.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1KNew |
$24K - $26.1K
|
1K
$30.2K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
454+ 1.87% |
$10.9K - $11.8K
|
24.7K
$746K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
405+ 10.15% |
$9.73K - $10.6K
|
4.4K
$133K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
235+ 4.99% |
$5.64K - $6.12K
|
4.94K
$149K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
81+ 0.93% |
$1.95K - $2.11K
|
8.76K
$264K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
80+ 0.21% |
$1.92K - $2.08K
|
38.6K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-48- 0.25% |
$1.15K - $1.25K
|
18.9K
$572K
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-101- 0.29% |
$2.43K - $2.63K
|
34.9K
$1.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-162- 0.21% |
$3.89K - $4.22K
|
77.3K
$2.33M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-162- 0.51% |
$3.89K - $4.22K
|
31.7K
$956K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-165- 1.25% |
$3.96K - $4.3K
|
13K
$393K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-262- 1.88% |
$6.29K - $6.83K
|
13.7K
$412K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-295- 1.63% |
$7.09K - $7.69K
|
17.8K
$536K
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-386- 1.98% |
$9.27K - $10.1K
|
19.1K
$575K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-500- 38.46% |
$12K - $13K
|
800
$24.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.53K- 2.06% |
$36.6K - $39.7K
|
72.5K
$2.19M
|
|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.88K- 8.92% |
$45.2K - $49.1K
|
19.2K
$580K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.25K- 1.04% |
$54.1K - $58.7K
|
215K
$6.49M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.85K- 10.27% |
$68.5K - $74.3K
|
24.9K
$751K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.21K- 4.29% |
$77K - $83.6K
|
71.5K
$2.16M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.73K- 26.34% |
$89.6K - $97.3K
|
10.4K
$315K
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
SELL
|
- |
-5.24K- 35.33% |
$126K - $136K
|
9.58K
$289K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.83K- 6.45% |
$164K - $178K
|
99K
$2.99M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.17K- 16.68% |
$172K - $187K
|
35.8K
$1.08M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9.35K- 37.21% |
$225K - $244K
|
15.8K
$476K
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-14K- 32.25% |
$337K - $365K
|
29.4K
$888K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-34.8K- 56.54% |
$836K - $907K
|
26.7K
$807K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.4K- 30.64% |
$873K - $948K
|
82.3K
$2.48M
|