Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
59K+ 503.28% |
$1.57M - $1.67M
|
70.7K
$2.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
44.7KNew |
$1.19M - $1.26M
|
44.7K
$1.33M
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
33.7K+ 217.86% |
$897K - $953K
|
49.2K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
25.9KNew |
$690K - $733K
|
25.9K
$770K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.6K+ 22.96% |
$548K - $582K
|
110K
$3.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
19KNew |
$505K - $537K
|
19K
$565K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.3K+ 18.88% |
$355K - $377K
|
84K
$2.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
12.6KNew |
$336K - $357K
|
12.6K
$376K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.91K+ 49.35% |
$264K - $280K
|
30K
$891K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6.72K+ 3.67% |
$179K - $190K
|
190K
$5.64M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
5.96K+ 237.54% |
$158K - $168K
|
8.47K
$252K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5.8K+ 98.76% |
$154K - $164K
|
11.7K
$347K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.47K+ 243.72% |
$119K - $126K
|
6.3K
$187K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
4.44K+ 35.06% |
$118K - $125K
|
17.1K
$508K
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
3.26K+ 13.74% |
$86.6K - $92K
|
27K
$801K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.84K+ 28.39% |
$75.4K - $80.1K
|
12.8K
$381K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.33K+ 24.44% |
$61.8K - $65.7K
|
11.8K
$352K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.87K+ 17.46% |
$49.7K - $52.9K
|
12.6K
$374K
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.7K+ 7.04% |
$45.1K - $47.9K
|
25.8K
$766K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.63K+ 12.06% |
$43.3K - $46K
|
15.1K
$450K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.6KNew |
$42.5K - $45.2K
|
1.6K
$47.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.39K+ 1.45% |
$37K - $39.3K
|
97.5K
$2.9M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.31K+ 6.25% |
$34.7K - $36.9K
|
22.2K
$660K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
426New |
$11.3K - $12K
|
426
$12.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
236+ 0.67% |
$6.28K - $6.67K
|
35.4K
$1.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
39+ 0.39% |
$1.04K - $1.1K
|
10K
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
23+ 0.24% |
$612 - $650
|
9.45K
$281K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20New |
$532 - $565
|
20
$594
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3- -0.0% |
$79.8 - $84.8
|
62.7K
$1.86M
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-69- 0.28% |
$1.83K - $1.95K
|
24.7K
$735K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-125- 3.05% |
$3.32K - $3.53K
|
3.98K
$118K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-232- 2.56% |
$6.17K - $6.56K
|
8.85K
$263K
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
SELL
|
- |
-375- 3.78% |
$9.97K - $10.6K
|
9.54K
$284K
|
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-467- 0.55% |
$12.4K - $13.2K
|
85.2K
$2.53M
|
|
|
Jul 30, 2024
Q2 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-761- 1.28% |
$20.2K - $21.5K
|
58.8K
$1.75M
|
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-874- 2.44% |
$23.2K - $24.7K
|
34.9K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-894- 4.8% |
$23.8K - $25.3K
|
17.7K
$527K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.06K- 2.87% |
$28.2K - $30K
|
35.9K
$1.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.12K- 4.45% |
$29.8K - $31.7K
|
24K
$714K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.17K- 12.94% |
$31K - $32.9K
|
7.84K
$233K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.22K- 24.74% |
$32.4K - $34.4K
|
3.7K
$110K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.43K- 6.01% |
$37.9K - $40.3K
|
22.3K
$662K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.46K- 3.72% |
$38.8K - $41.2K
|
37.8K
$1.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.89K- 19.86% |
$50.1K - $53.3K
|
7.61K
$226K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.96K- 18.38% |
$52.2K - $55.5K
|
8.72K
$259K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.81K- 11.63% |
$74.6K - $79.3K
|
21.3K
$633K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.11K- 18.34% |
$82.7K - $87.9K
|
13.8K
$411K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.26K- 18.86% |
$113K - $120K
|
18.3K
$545K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-4.28K- 4.89% |
$114K - $121K
|
83.4K
$2.48M
|