Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
151K+ 207.26% |
$3.42M - $3.9M
|
223K
$6.75M
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
70.3KNew |
$1.6M - $1.82M
|
70.3K
$2.13M
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
27.7KNew |
$629K - $718K
|
27.7K
$839K
|
|
Aug 05, 2022
Q2 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
23.8K+ 183.25% |
$541K - $617K
|
36.9K
$1.12M
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
11.6KNew |
$264K - $301K
|
11.6K
$352K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.68K+ 131.87% |
$60.7K - $69.3K
|
4.71K
$142K
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2K+ 20.62% |
$45.4K - $51.8K
|
11.7K
$354K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.67KNew |
$37.9K - $43.2K
|
1.67K
$50.5K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.2K+ 8.31% |
$27.2K - $31.1K
|
15.6K
$473K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
771+ 41.14% |
$17.5K - $20K
|
2.65K
$80K
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
640New |
$14.5K - $16.6K
|
640
$19.4K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
200+ 0.62% |
$4.54K - $5.18K
|
32.4K
$979K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
184+ 1.95% |
$4.17K - $4.76K
|
9.62K
$291K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-367- 0.58% |
$8.33K - $9.5K
|
63.1K
$1.91M
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-455- 1.42% |
$10.3K - $11.8K
|
31.6K
$956K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-786- 16.83% |
$17.8K - $20.3K
|
3.89K
$118K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-940- 5.1% |
$21.3K - $24.3K
|
17.5K
$530K
|
|
Jul 14, 2022
Q2 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-948- 7.71% |
$21.5K - $24.5K
|
11.3K
$343K
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.03K- 5.3% |
$23.4K - $26.7K
|
18.4K
$557K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.67KClosed |
$37.9K - $43.2K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.08K- 5.76% |
$47.1K - $53.7K
|
33.9K
$1.03M
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-3.43K- 19.21% |
$77.8K - $88.8K
|
14.4K
$436K
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-3.44K- 4.51% |
$78K - $89K
|
72.8K
$2.2M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.98K- 44.87% |
$158K - $181K
|
8.58K
$260K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.85K- 18.25% |
$178K - $203K
|
35.2K
$1.06M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-9KClosed |
$204K - $233K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
SELL
|
- |
-14KClosed |
$318K - $363K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-14.2KClosed |
$323K - $369K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15K- 10.98% |
$340K - $388K
|
121K
$3.67M
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-15.8KClosed |
$358K - $409K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.4KClosed |
$463K - $528K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-20.5K- 5.48% |
$465K - $531K
|
353K
$10.7M
|
|
Jul 26, 2022
Q2 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-145KClosed |
$3.29M - $3.76M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-332K- 97.06% |
$7.53M - $8.59M
|
10.1K
$304K
|