Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
113K+ 320.98% |
$2.62M - $2.82M
|
148K
$4.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
59.9K+ 3584.91% |
$1.39M - $1.49M
|
61.5K
$1.86M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
41.8KNew |
$971K - $1.04M
|
41.8K
$1.26M
|
|
|
Jan 12, 2023
Q4 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
21.3K+ 96.31% |
$495K - $532K
|
43.4K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.1K+ 13.45% |
$326K - $351K
|
119K
$3.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.5KNew |
$314K - $337K
|
13.5K
$408K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.1K+ 20.29% |
$303K - $326K
|
77.5K
$2.34M
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
12.8KNew |
$296K - $318K
|
12.8K
$385K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.9K+ 34.11% |
$254K - $273K
|
43K
$1.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
10.8K+ 38.86% |
$250K - $269K
|
38.6K
$1.16M
|
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
9.97K+ 89.65% |
$231K - $249K
|
21.1K
$637K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.2KNew |
$213K - $230K
|
9.2K
$278K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.96KNew |
$208K - $224K
|
8.96K
$270K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.09K+ 8.28% |
$188K - $202K
|
106K
$3.19M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7.84K+ 11.72% |
$182K - $196K
|
74.7K
$2.25M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
3.99KNew |
$92.6K - $99.6K
|
3.99K
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.64K+ 20.19% |
$61.2K - $65.8K
|
15.7K
$474K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2KNew |
$46.4K - $49.9K
|
2K
$60.3K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.79KNew |
$41.5K - $44.7K
|
1.79K
$54K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.36K+ 4.46% |
$31.6K - $33.9K
|
31.8K
$961K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
614+ 95.94% |
$14.3K - $15.3K
|
1.25K
$37.8K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
500New |
$11.6K - $12.5K
|
500
$15.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
350New |
$8.12K - $8.74K
|
350
$10.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
100New |
$2.32K - $2.5K
|
100
$3.02K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
90New |
$2.09K - $2.25K
|
90
$2.72K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
54+ 0.38% |
$1.25K - $1.35K
|
14.2K
$428K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
44New |
$1.02K - $1.1K
|
44
$1.33K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-100- 0.85% |
$2.32K - $2.5K
|
11.6K
$350K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-300- 1.41% |
$6.96K - $7.49K
|
21K
$632K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-343- 3.8% |
$7.96K - $8.56K
|
8.68K
$262K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-343- 1.86% |
$7.96K - $8.56K
|
18.1K
$545K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-450- 1.82% |
$10.4K - $11.2K
|
24.3K
$732K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-526- 2.05% |
$12.2K - $13.1K
|
25.1K
$758K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-985- 1.31% |
$22.9K - $24.6K
|
74K
$2.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.9K- 9.11% |
$44.2K - $47.5K
|
19K
$573K
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.2K- 4.78% |
$50.9K - $54.8K
|
43.7K
$1.32M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.56K- 16.22% |
$59.3K - $63.8K
|
13.2K
$398K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.59K- 20.51% |
$83.3K - $89.6K
|
13.9K
$420K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-5.41K- 99.98% |
$126K - $135K
|
1
$30.2
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-6.45K- 24.9% |
$150K - $161K
|
19.4K
$587K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-31.5K- 88.5% |
$730K - $785K
|
4.09K
$123K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-74.7KClosed |
$1.73M - $1.86M
|
0
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-109K- 33.39% |
$2.53M - $2.72M
|
217K
$6.56M
|