Purchases and Sales Made in Q3 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 Q3 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
Nov 08, 2023 Q3 2023	High Tower Advisors, LLC Chicago, IL	BUY	-	687K + 6727.92%	$17.1M - $18.2M	698K $20.6M
Oct 27, 2023 Q3 2023	Gradient Investments LLC	BUY	-	587K New	$14.6M - $15.5M	587K $17.3M
Oct 24, 2023 Q3 2023	Compass Advisory Group LLC	BUY	-	583K + 5485.24%	$14.5M - $15.4M	594K $17.5M
Nov 13, 2023 Q3 2023	Personal Cfo Solutions, LLC	BUY	-	386K New	$9.59M - $10.2M	386K $11.4M
Oct 26, 2023 Q3 2023	Altfest L J & CO Inc	BUY	-	365K New	$9.07M - $9.66M	365K $10.8M
Nov 30, 2023 Q3 2023	Pfs Partners, LLC Mine Hill, NJ	BUY	-	191K + 762708.0%	$4.73M - $5.04M	191K $5.63M
Oct 19, 2023 Q3 2023	O Donnell Financial Services, LLC	BUY	-	147K New	$3.64M - $3.87M	147K $4.33M
Oct 23, 2023 Q3 2023	Commonwealth Equity Services, LLC	BUY	-	138K + 51.75%	$3.44M - $3.66M	406K $12M
Oct 31, 2023 Q3 2023	Allworth Financial LP	BUY	-	132K + 77.6%	$3.28M - $3.5M	303K $8.94M
Oct 13, 2023 Q3 2023	Global Strategic Investment Solutions, LLC	BUY	-	105K + 215.31%	$2.62M - $2.79M	154K $4.56M
Oct 20, 2023 Q3 2023	Brookstone Capital Management	BUY	-	102K New	$2.52M - $2.69M	102K $3M
Oct 16, 2023 Q3 2023	Onyx Bridge Wealth Group LLC	BUY	-	81.7K New	$2.03M - $2.16M	81.7K $2.41M
Nov 13, 2023 Q3 2023	Advisor Group Holdings, Inc. Phoenix, AZ	BUY	-	70.5K + 64.23%	$1.75M - $1.86M	180K $5.33M
Nov 13, 2023 Q3 2023	Wealth Enhancement Advisory Services, LLC	BUY	-	50.8K New	$1.26M - $1.34M	50.8K $1.5M
Oct 13, 2023 Q3 2023	Cypress Wealth Services, LLC	BUY	-	49.5K New	$1.23M - $1.31M	49.5K $1.46M
Nov 09, 2023 Q3 2023	Blair William & CO Chicago, IL	BUY	-	42.8K New	$1.06M - $1.13M	42.8K $1.26M
Nov 03, 2023 Q3 2023	Diligent Investors, LLC	BUY	-	32.4K + 110.13%	$803K - $856K	61.7K $1.82M
Nov 03, 2023 Q3 2023	Berger Financial Group, Inc Plymouth, MN	BUY	-	31.9K + 82.49%	$791K - $843K	70.5K $2.08M
Nov 14, 2023 Q3 2023	Inter Ocean Capital Group, LLC Nashville, TN	BUY	-	31.3K + 312.99%	$778K - $828K	41.3K $1.22M
Oct 25, 2023 Q3 2023	Crown Wealth Group, LLC	BUY	-	30.3K New	$752K - $801K	30.3K $895K
Nov 14, 2023 Q3 2023	Cetera Advisor Networks LLC El Segundo, CA	BUY	-	27.8K + 186.92%	$691K - $736K	42.7K $1.26M
Oct 24, 2023 Q3 2023	Raymond James & Associates St Petersburg, FL	BUY	-	26.7K New	$664K - $707K	26.7K $790K
Oct 11, 2023 Q3 2023	Ae Wealth Management LLC	BUY	-	23.3K New	$578K - $616K	23.3K $688K
Nov 02, 2023 Q3 2023	Sage View Advisory Group, LLC Newport Beach, CA	BUY	-	22K + 122.9%	$546K - $582K	39.9K $1.18M
Oct 24, 2023 Q3 2023	Raymond James Financial Services Advisors, Inc. St. Petersburg, FL	BUY	-	21K + 248.38%	$521K - $555K	29.4K $869K
Nov 03, 2023 Q3 2023	Lincoln National Corp	BUY	-	17.2K + 94.68%	$428K - $456K	35.4K $1.05M
Oct 12, 2023 Q3 2023	Global Trust Asset Management, LLC	BUY	-	17K + 3400.0%	$422K - $450K	17.5K $517K
Nov 06, 2023 Q3 2023	Corrado Advisors, LLC Ramsey, NJ	BUY	-	16K New	$397K - $423K	16K $472K
Nov 13, 2023 Q3 2023	Accuvest Global Advisors Provo, UT	BUY	-	15.3K + 70.27%	$379K - $404K	37K $1.09M
Oct 24, 2023 Q3 2023	Cambridge Investment Research Advisors, Inc.	BUY	-	15K + 45.88%	$371K - $395K	47.5K $1.4M
Nov 13, 2023 Q3 2023	Envestnet Asset Management Inc	BUY	-	12.8K + 67.84%	$317K - $338K	31.6K $933K
Oct 10, 2023 Q3 2023	Maltin Wealth Management, Inc.	BUY	-	11.7K + 7.58%	$290K - $308K	165K $4.89M
Nov 09, 2023 Q3 2023	Kestra Advisory Services, LLC	BUY	-	10.2K + 71.34%	$252K - $269K	24.4K $721K
Nov 14, 2023 Q3 2023	Cetera Advisors LLC Denver, CO	BUY	-	10K + 73.99%	$248K - $265K	23.5K $695K
Nov 09, 2023 Q3 2023	Wealth Alliance Mellville, NY	BUY	-	9.99K New	$248K - $264K	9.99K $295K
Nov 13, 2023 Q3 2023	Tradition Wealth Management, LLC	BUY	-	9.49K + 4.45%	$236K - $251K	223K $6.58M
Oct 19, 2023 Q3 2023	U.S. Capital Wealth Advisors, LLC Austin, TX	BUY	-	9.24K New	$229K - $244K	9.24K $273K
Oct 13, 2023 Q3 2023	Pfg Advisors	BUY	-	8.85K New	$220K - $234K	8.85K $261K
Nov 07, 2023 Q3 2023	Kingsview Wealth Management, LLC Grants Pass, OR	BUY	-	8.67K New	$215K - $229K	8.67K $256K
Oct 10, 2023 Q3 2023	Dhjj Financial Advisors, Ltd.	BUY	-	7.26K + 41.42%	$180K - $192K	24.8K $732K
Nov 07, 2023 Q3 2023	Avantax Advisory Services, Inc.	BUY	-	6.28K + 6.66%	$156K - $166K	101K $2.97M
Nov 13, 2023 Q3 2023	Sugarloaf Wealth Management, LLC	BUY	-	5.88K New	$146K - $155K	5.88K $174K
Nov 14, 2023 Q3 2023	Cetera Investment Advisers Schaumburg, IL	BUY	-	4.23K + 15.57%	$105K - $112K	31.4K $929K
Oct 10, 2023 Q3 2023	Marcum Wealth, LLC	BUY	-	3.55K + 4.29%	$88K - $93.8K	86.3K $2.55M
Nov 13, 2023 Q3 2023	Capital Analysts, LLC Fort Washington, PA	BUY	-	2.72K + 25.17%	$67.4K - $71.8K	13.5K $399K
Nov 02, 2023 Q3 2023	Capital Investment Advisory Services, LLC	BUY	-	2.3K + 6.08%	$57.1K - $60.8K	40.1K $1.18M
Nov 14, 2023 Q3 2023	Truist Financial Corp	BUY	-	1.99K + 13.07%	$49.3K - $52.5K	17.2K $508K
Oct 12, 2023 Q3 2023	Bcs Wealth Management	BUY	-	1.97K + 19.68%	$49K - $52.2K	12K $355K
Oct 25, 2023 Q3 2023	Gill Capital Partners, LLC Denver, CO	BUY	-	1.91K + 5.5%	$47.4K - $50.4K	36.6K $1.08M
Nov 02, 2023 Q3 2023	Coldstream Capital Management Inc	BUY	-	1.43K + 15.96%	$35.5K - $37.8K	10.4K $307K

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Account

Purchases and Sales Made in Q3 2023 in Innovator U.S. Small Cap Power (KJUL)

687K

587K

583K

386K

365K

191K

147K

138K

132K

105K

102K

81.7K

70.5K

50.8K

49.5K

42.8K

32.4K

31.9K

31.3K

30.3K

27.8K

26.7K

23.3K

22K

21K

17.2K

17K

16K

15.3K

15K

12.8K

11.7K

10.2K

10K

9.99K

9.49K

9.24K

8.85K

8.67K

7.26K

6.28K

5.88K

4.23K

3.55K

2.72K

2.3K

1.99K

1.97K

1.91K

1.43K

Track Institutional and Insider Activities on KJUL

Institutional Portfolio Updates

Insider Trading

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