Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
249KNew |
$5.71M - $6.28M
|
249K
$7.5M
|
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
45.9KNew |
$1.05M - $1.16M
|
45.9K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
35.6KNew |
$816K - $898K
|
35.6K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
35.1KNew |
$807K - $887K
|
35.1K
$1.06M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
30.5K+ 89.88% |
$700K - $770K
|
64.4K
$1.94M
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
30.5KNew |
$700K - $770K
|
30.5K
$920K
|
|
|
Nov 03, 2022
Q3 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
29.9KNew |
$686K - $754K
|
29.9K
$901K
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
27.8KNew |
$637K - $701K
|
27.8K
$838K
|
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
25.9KNew |
$594K - $654K
|
25.9K
$781K
|
|
|
Oct 20, 2022
Q3 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
22.1KNew |
$508K - $559K
|
22.1K
$668K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.2K+ 223.42% |
$440K - $484K
|
27.7K
$837K
|
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
15.5KNew |
$356K - $391K
|
15.5K
$468K
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
14.8KNew |
$340K - $374K
|
14.8K
$447K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.1KNew |
$324K - $356K
|
14.1K
$426K
|
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
10.4KNew |
$238K - $261K
|
10.4K
$312K
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
10KNew |
$230K - $253K
|
10K
$302K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.07K+ 57.98% |
$208K - $229K
|
24.7K
$746K
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.06KNew |
$208K - $229K
|
9.06K
$273K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.02KNew |
$207K - $228K
|
9.02K
$272K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
6.36K+ 43.71% |
$146K - $160K
|
20.9K
$630K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
6.17K+ 22.26% |
$142K - $156K
|
33.9K
$1.02M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.15K+ 63.88% |
$141K - $155K
|
15.8K
$476K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
5.67K+ 7.79% |
$130K - $143K
|
78.4K
$2.37M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.67K+ 6.65% |
$107K - $118K
|
75K
$2.26M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.67KNew |
$107K - $118K
|
4.67K
$141K
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.75K+ 5.93% |
$85.9K - $94.6K
|
66.9K
$2.02M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.6K+ 80.36% |
$82.6K - $90.9K
|
8.08K
$244K
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.01K+ 29.97% |
$69.1K - $76.1K
|
13.1K
$394K
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
2.9K+ 10.78% |
$66.5K - $73.2K
|
29.8K
$899K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
1.33K+ 9.78% |
$30.5K - $33.5K
|
14.9K
$450K
|
|
|
Nov 04, 2022
Q3 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
830+ 2.25% |
$19K - $21K
|
37.7K
$1.14M
|
|
|
Oct 19, 2022
Q3 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
497+ 1.44% |
$11.4K - $12.5K
|
35K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.01% |
$23 - $25.3
|
18.4K
$555K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-217- 1.91% |
$4.98K - $5.48K
|
11.1K
$336K
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.91K- 13.25% |
$43.8K - $48.2K
|
12.5K
$377K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.09K- 8.78% |
$70.9K - $78K
|
32.1K
$967K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.95K- 18.82% |
$137K - $150K
|
25.7K
$774K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.1K- 34.31% |
$255K - $280K
|
21.3K
$641K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.7K- 13.78% |
$384K - $422K
|
105K
$3.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-26.9K- 7.63% |
$618K - $680K
|
326K
$9.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-125K- 56.22% |
$2.88M - $3.17M
|
97.7K
$2.95M
|