Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
492K+ 631.45% |
$12.6M - $13.1M
|
570K
$16.8M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
125K+ 2854.46% |
$3.2M - $3.34M
|
130K
$3.83M
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
78.5KNew |
$2.01M - $2.09M
|
78.5K
$2.32M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
59.2KNew |
$1.51M - $1.58M
|
59.2K
$1.75M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
56.3KNew |
$1.44M - $1.5M
|
56.3K
$1.66M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37K+ 263.21% |
$945K - $986K
|
51K
$1.51M
|
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
37KNew |
$945K - $986K
|
37K
$1.09M
|
|
|
Oct 25, 2021
Q3 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
34.5KNew |
$882K - $920K
|
34.5K
$1.02M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.4KNew |
$751K - $784K
|
29.4K
$869K
|
|
|
Nov 09, 2021
Q3 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
23.5K+ 5.97% |
$599K - $625K
|
417K
$12.3M
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
17.8KNew |
$456K - $476K
|
17.8K
$527K
|
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
17.1KNew |
$437K - $456K
|
17.1K
$505K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.9KNew |
$406K - $424K
|
15.9K
$469K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
15.3KNew |
$391K - $408K
|
15.3K
$452K
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.5KNew |
$345K - $360K
|
13.5K
$398K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
11.9KNew |
$303K - $316K
|
11.9K
$350K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.4KNew |
$266K - $278K
|
10.4K
$308K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.28KNew |
$237K - $247K
|
9.28K
$274K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.6KNew |
$220K - $229K
|
8.6K
$254K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.55K+ 882.15% |
$218K - $228K
|
9.52K
$281K
|
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
7.61KNew |
$194K - $203K
|
7.61K
$225K
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
7.38K+ 65.55% |
$188K - $197K
|
18.6K
$550K
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6.9K+ 2.2% |
$176K - $184K
|
320K
$9.47M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.63K+ 46.62% |
$144K - $150K
|
17.7K
$523K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.65KNew |
$93.1K - $97.2K
|
3.65K
$108K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
3.34KNew |
$85.4K - $89.1K
|
3.34K
$98.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
800New |
$20.4K - $21.3K
|
800
$23.6K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
386+ 12.11% |
$9.86K - $10.3K
|
3.57K
$106K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
300New |
$7.67K - $8K
|
300
$8.86K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.36K- 29.14% |
$34.8K - $36.3K
|
3.31K
$97.8K
|
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.51K- 15.35% |
$64.1K - $66.8K
|
13.8K
$408K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.66K- 14.41% |
$67.8K - $70.8K
|
15.8K
$466K
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-25.1KClosed |
$642K - $670K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-44.6KClosed |
$1.14M - $1.19M
|
0
$0
|