Purchases and Sales Made in Q1 2024 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 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
186KNew |
$4.89M - $5.24M
|
186K
$5.54M
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
85.6KNew |
$2.25M - $2.4M
|
85.6K
$2.54M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
71.9K+ 291.9% |
$1.89M - $2.02M
|
96.5K
$2.87M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
63.1K+ 277.86% |
$1.65M - $1.77M
|
85.8K
$2.55M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
37.8K+ 500.05% |
$991K - $1.06M
|
45.3K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.8K+ 68.64% |
$754K - $807K
|
70.6K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
20.9KNew |
$548K - $587K
|
20.9K
$621K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
16.7K+ 10.06% |
$439K - $470K
|
183K
$5.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
11.5K+ 13.55% |
$301K - $322K
|
96.1K
$2.86M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.5KNew |
$276K - $295K
|
10.5K
$312K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.92KNew |
$129K - $138K
|
4.92K
$146K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.73K+ 15.75% |
$71.6K - $76.7K
|
20.1K
$597K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.95K+ 9.45% |
$51.1K - $54.8K
|
22.6K
$671K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.41KNew |
$36.9K - $39.6K
|
1.41K
$41.9K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.22K+ 32.87% |
$31.9K - $34.2K
|
4.92K
$146K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
916+ 10.08% |
$24K - $25.7K
|
10K
$297K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
679+ 7.76% |
$17.8K - $19.1K
|
9.43K
$280K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
65+ 0.1% |
$1.7K - $1.83K
|
62.7K
$1.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-39- 0.25% |
$1.02K - $1.1K
|
15.5K
$460K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-133- 1.48% |
$3.49K - $3.73K
|
8.83K
$262K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-190- 1.74% |
$4.98K - $5.34K
|
10.7K
$318K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-380- 1.02% |
$9.96K - $10.7K
|
37K
$1.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-500- 2.03% |
$13.1K - $14K
|
24.1K
$717K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-573- 3.27% |
$15K - $16.1K
|
17K
$504K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-775- 7.25% |
$20.3K - $21.8K
|
9.92K
$295K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-776- 1.16% |
$20.3K - $21.8K
|
65.9K
$1.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-959- 7.02% |
$25.1K - $26.9K
|
12.7K
$378K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.11K- 4.46% |
$29.1K - $31.1K
|
23.7K
$705K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.38K- 3.28% |
$36.2K - $38.7K
|
40.6K
$1.21M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.51K- 5.75% |
$39.6K - $42.5K
|
24.8K
$737K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.32K- 4.63% |
$60.9K - $65.3K
|
47.9K
$1.42M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.33K- 3.3% |
$61.2K - $65.5K
|
68.4K
$2.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.47K- 8.95% |
$64.9K - $69.5K
|
25.2K
$747K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.69K- 22.07% |
$70.5K - $75.5K
|
9.49K
$282K
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-2.84K- 7.36% |
$74.5K - $79.8K
|
35.8K
$1.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.93K- 6.58% |
$76.9K - $82.3K
|
41.6K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.27K- 12.59% |
$85.8K - $91.8K
|
22.7K
$674K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.74K- 2.2% |
$98K - $105K
|
166K
$4.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.89K- 23.23% |
$102K - $109K
|
12.8K
$381K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-4.44K- 4.83% |
$117K - $125K
|
87.6K
$2.6M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.77K- 28.9% |
$125K - $134K
|
11.7K
$348K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-5.59K- 27.77% |
$146K - $157K
|
14.5K
$432K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-5.64K- 40.65% |
$148K - $158K
|
8.24K
$245K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.66K- 30.91% |
$149K - $159K
|
12.7K
$376K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.74K- 14.58% |
$177K - $189K
|
39.5K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.5K- 35.85% |
$223K - $239K
|
15.2K
$452K
|
|
|
Apr 22, 2024
Q1 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-8.94K- 13.04% |
$234K - $251K
|
59.6K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-9.02K- 27.25% |
$236K - $253K
|
24.1K
$715K
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-9.72K- 17.27% |
$255K - $273K
|
46.5K
$1.38M
|