Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
184K+ 2167.58% |
$5.03M - $5.37M
|
192K
$5.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
79.9K+ 93.85% |
$2.19M - $2.34M
|
165K
$4.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
79.2KNew |
$2.17M - $2.32M
|
79.2K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
34.3KNew |
$938K - $1M
|
34.3K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
32.4K+ 75.61% |
$886K - $946K
|
75.2K
$2.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.9K+ 94.36% |
$819K - $875K
|
61.6K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.6K+ 27.73% |
$565K - $603K
|
95.1K
$2.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14K+ 12.73% |
$385K - $411K
|
124K
$3.75M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.6K+ 33.33% |
$373K - $399K
|
54.6K
$1.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.4KNew |
$366K - $391K
|
13.4K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
13.1KNew |
$359K - $384K
|
13.1K
$396K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
12.9K+ 109.21% |
$354K - $378K
|
24.8K
$747K
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
11.1K+ 31.9% |
$305K - $325K
|
46K
$1.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
9.08KNew |
$249K - $265K
|
9.08K
$274K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.72KNew |
$239K - $255K
|
8.72K
$263K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
8.7K+ 50.87% |
$238K - $254K
|
25.8K
$778K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.37KNew |
$229K - $245K
|
8.37K
$253K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.21K+ 13.09% |
$225K - $240K
|
70.9K
$2.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
7.63K+ 40.7% |
$209K - $223K
|
26.4K
$796K
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.52K+ 33.85% |
$206K - $220K
|
29.7K
$897K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.4K+ 94.39% |
$203K - $216K
|
15.2K
$460K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.98KNew |
$191K - $204K
|
6.98K
$210K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6.79K+ 58.11% |
$186K - $198K
|
18.5K
$557K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
5.52KNew |
$151K - $161K
|
5.52K
$166K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.13K+ 28.0% |
$140K - $150K
|
23.5K
$708K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.38K+ 34.14% |
$120K - $128K
|
17.2K
$519K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.82K+ 17.9% |
$104K - $112K
|
25.1K
$758K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.67K+ 7.8% |
$73K - $78K
|
36.9K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.59K+ 8.65% |
$71K - $75.8K
|
32.6K
$983K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.55K+ 28.79% |
$69.7K - $74.4K
|
11.4K
$344K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.75K+ 3.54% |
$48K - $51.2K
|
51.2K
$1.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.41K+ 28.55% |
$38.6K - $41.2K
|
6.35K
$192K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.24K+ 1.49% |
$34K - $36.3K
|
84.6K
$2.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.14K+ 8.25% |
$31.3K - $33.4K
|
15K
$452K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
854+ 0.88% |
$23.4K - $25K
|
98.4K
$2.97M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
440+ 0.23% |
$12K - $12.9K
|
190K
$5.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
380New |
$10.4K - $11.1K
|
380
$11.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
365+ 1.04% |
$9.99K - $10.7K
|
35.5K
$1.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
315New |
$8.62K - $9.21K
|
315
$9.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
251+ 2.66% |
$6.87K - $7.34K
|
9.7K
$293K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
246+ 2.45% |
$6.74K - $7.19K
|
10.3K
$311K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
208New |
$5.7K - $6.08K
|
208
$6.28K
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
127+ 0.49% |
$3.48K - $3.71K
|
25.9K
$781K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
100+ 8.46% |
$2.74K - $2.92K
|
1.28K
$38.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-179- 1.42% |
$4.9K - $5.23K
|
12.4K
$374K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-308- 0.86% |
$8.43K - $9K
|
35.6K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.13K- 4.35% |
$30.9K - $33K
|
24.8K
$748K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-1.37K- 3.06% |
$37.5K - $40K
|
43.4K
$1.31M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.47K- 11.45% |
$40.2K - $43K
|
11.4K
$343K
|