Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
170KNew |
$4.07M - $4.39M
|
170K
$5.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
169K+ 170.39% |
$4.03M - $4.34M
|
268K
$7.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
154KNew |
$3.67M - $3.96M
|
154K
$4.54M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
37.8KNew |
$903K - $974K
|
37.8K
$1.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.5K+ 33.38% |
$656K - $708K
|
110K
$3.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
17.9KNew |
$427K - $461K
|
17.9K
$529K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17K+ 21.99% |
$406K - $438K
|
94.3K
$2.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.14K+ 307.83% |
$195K - $210K
|
10.8K
$319K
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
5.18K+ 11.85% |
$124K - $134K
|
48.9K
$1.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.89K+ 33.46% |
$92.9K - $100K
|
15.5K
$458K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.72KNew |
$88.9K - $95.9K
|
3.72K
$110K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.72K+ 5.13% |
$88.8K - $95.8K
|
76.2K
$2.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.7K+ 16.76% |
$64.5K - $69.6K
|
18.8K
$556K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.49K+ 10.06% |
$59.4K - $64.1K
|
27.2K
$804K
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.02K+ 6.76% |
$48.3K - $52.1K
|
31.9K
$942K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.67K+ 2.06% |
$40K - $43.1K
|
82.7K
$2.44M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.5KNew |
$35.9K - $38.7K
|
1.5K
$44.4K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.02K+ 11.08% |
$24.3K - $26.3K
|
10.2K
$302K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
743New |
$17.8K - $19.1K
|
743
$21.9K
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
450+ 4.7% |
$10.8K - $11.6K
|
10K
$296K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
350New |
$8.36K - $9.02K
|
350
$10.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
294+ 1.97% |
$7.02K - $7.58K
|
15.2K
$449K
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
167+ 1.08% |
$3.99K - $4.3K
|
15.7K
$463K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
78+ 0.63% |
$1.86K - $2.01K
|
12.5K
$370K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
25New |
$597 - $644
|
25
$739
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-140- 1.03% |
$3.34K - $3.61K
|
13.5K
$399K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-168- 1.06% |
$4.01K - $4.33K
|
15.6K
$461K
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-178- 0.51% |
$4.25K - $4.59K
|
34.7K
$1.02M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-228- 1.75% |
$5.45K - $5.88K
|
12.8K
$379K
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-230- 1.3% |
$5.49K - $5.93K
|
17.5K
$518K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-314- 3.59% |
$7.5K - $8.09K
|
8.44K
$249K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-412- 1.38% |
$9.84K - $10.6K
|
29.4K
$868K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-743- 3.92% |
$17.8K - $19.1K
|
18.2K
$538K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-800- 1.12% |
$19.1K - $20.6K
|
70.7K
$2.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-854- 68.1% |
$20.4K - $22K
|
400
$11.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.14K- 5.52% |
$27.3K - $29.5K
|
19.6K
$579K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.78K- 0.83% |
$42.4K - $45.7K
|
213K
$6.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.87K- 5.89% |
$44.6K - $48.1K
|
29.8K
$881K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.25K- 9.06% |
$77.5K - $83.6K
|
32.6K
$963K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.98K- 49.26% |
$95.1K - $103K
|
4.1K
$121K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.7K- 31.99% |
$160K - $173K
|
14.3K
$421K
|
|
|
Aug 11, 2023
Q2 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-7.71K- 26.2% |
$184K - $199K
|
21.7K
$642K
|
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-8.59K- 44.7% |
$205K - $221K
|
10.6K
$314K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10K- 40.19% |
$239K - $258K
|
14.9K
$440K
|