Purchases and Sales Made in Q4 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 Q4 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 | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
371KNew |
$8.85M - $10.1M
|
371K
$11.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
170KNew |
$4.05M - $4.64M
|
170K
$5.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
62.6KNew |
$1.49M - $1.71M
|
62.6K
$1.89M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
58K+ 9.89% |
$1.39M - $1.59M
|
645K
$19.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
56.2KNew |
$1.34M - $1.54M
|
56.2K
$1.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
43.7KNew |
$1.04M - $1.19M
|
43.7K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.1K+ 7.91% |
$766K - $877K
|
438K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.6KNew |
$588K - $673K
|
24.6K
$743K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
21.6K+ 30.57% |
$515K - $589K
|
92.1K
$2.78M
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
20.1KNew |
$480K - $549K
|
20.1K
$607K
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
20KNew |
$476K - $545K
|
20K
$602K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.5K+ 71.55% |
$417K - $477K
|
41.9K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.4KNew |
$414K - $474K
|
17.4K
$523K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.8K+ 57.25% |
$402K - $460K
|
46.3K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.5KNew |
$394K - $450K
|
16.5K
$497K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
15.5KNew |
$370K - $424K
|
15.5K
$468K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13.9KNew |
$331K - $379K
|
13.9K
$419K
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
10.9KNew |
$260K - $298K
|
10.9K
$329K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.09KNew |
$217K - $248K
|
9.09K
$274K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.01KNew |
$215K - $246K
|
9.01K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.59KNew |
$205K - $235K
|
8.59K
$259K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
7.61KNew |
$182K - $208K
|
7.61K
$230K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
7.56KNew |
$180K - $206K
|
7.56K
$228K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.49K+ 17.52% |
$179K - $204K
|
50.2K
$1.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
6.58K+ 18.58% |
$157K - $180K
|
42K
$1.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
5.87K+ 15.77% |
$140K - $160K
|
43.1K
$1.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
5.75K+ 9.31% |
$137K - $157K
|
67.5K
$2.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.92K+ 3.57% |
$69.6K - $79.6K
|
84.7K
$2.55M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.28K+ 13.92% |
$54.3K - $62.2K
|
18.6K
$562K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2KNew |
$47.7K - $54.6K
|
2K
$60.3K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.85KNew |
$44.2K - $50.6K
|
1.85K
$55.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.82K+ 1.79% |
$43.5K - $49.8K
|
103K
$3.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
1.15K+ 6.66% |
$27.3K - $31.3K
|
18.3K
$553K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
785+ 0.47% |
$18.7K - $21.4K
|
166K
$5.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
493+ 3.04% |
$11.8K - $13.5K
|
16.7K
$505K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
385+ 2.31% |
$9.19K - $10.5K
|
17K
$514K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
300+ 30.0% |
$7.16K - $8.2K
|
1.3K
$39.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
219+ 0.11% |
$5.23K - $5.98K
|
191K
$5.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
192+ 0.82% |
$4.58K - $5.25K
|
23.7K
$715K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
122+ 1.38% |
$2.91K - $3.33K
|
8.97K
$271K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
77+ 0.89% |
$1.84K - $2.1K
|
8.75K
$264K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-7- 0.02% |
$167 - $191
|
33.1K
$999K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-160- 0.65% |
$3.82K - $4.37K
|
24.6K
$743K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-161- 1.74% |
$3.84K - $4.4K
|
9.08K
$274K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-205- 0.4% |
$4.89K - $5.6K
|
50.6K
$1.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-466- 2.92% |
$11.1K - $12.7K
|
15.5K
$468K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-877- 2.19% |
$20.9K - $24K
|
39.2K
$1.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.14K- 1.32% |
$27.1K - $31K
|
85.1K
$2.57M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-1.31K- 10.94% |
$31.4K - $35.9K
|
10.7K
$323K
|