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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.6K- 3.79% |
$435K - $466K
|
422K
$12.5M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-21K- 3.3% |
$550K - $589K
|
615K
$18.2M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.2K- 23.24% |
$712K - $763K
|
89.7K
$2.65M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-66.4K- 77.96% |
$1.74M - $1.86M
|
18.8K
$554K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-94K- 90.8% |
$2.46M - $2.64M
|
9.52K
$281K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-190K- 99.38% |
$4.97M - $5.33M
|
1.18K
$34.9K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-197K- 89.26% |
$5.17M - $5.53M
|
23.7K
$701K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-297K- 99.16% |
$7.78M - $8.34M
|
2.51K
$74.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-634K- 98.34% |
$16.6M - $17.8M
|
10.7K
$316K
|