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 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.41K- 3.84% |
$33.6K - $38.4K
|
35.2K
$1.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.43K- 4.91% |
$34.1K - $39K
|
27.6K
$834K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.5K- 45.02% |
$35.8K - $41K
|
1.83K
$55.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.07K- 0.93% |
$49.3K - $56.5K
|
221K
$6.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.62K- 0.68% |
$62.4K - $71.5K
|
383K
$11.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3K- 6.32% |
$71.7K - $82K
|
44.5K
$1.34M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.16K- 1.04% |
$75.4K - $86.3K
|
299K
$9.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-3.99K- 13.18% |
$95.3K - $109K
|
26.3K
$794K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.46K- 17.38% |
$130K - $149K
|
26K
$784K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.11K- 22.83% |
$146K - $167K
|
20.6K
$623K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7.68K- 10.33% |
$183K - $210K
|
66.7K
$2.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-10.7K- 25.85% |
$255K - $292K
|
30.6K
$924K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.1K- 44.5% |
$336K - $384K
|
17.5K
$529K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-61.4K- 8.8% |
$1.47M - $1.68M
|
636K
$19.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-63.2K- 62.85% |
$1.51M - $1.73M
|
37.4K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-63.4K- 35.17% |
$1.51M - $1.73M
|
117K
$3.53M
|
|
|
Feb 02, 2024
Q4 2023
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-78K- 53.22% |
$1.86M - $2.13M
|
68.5K
$2.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-129K- 83.91% |
$3.09M - $3.54M
|
24.8K
$749K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-353K- 96.66% |
$8.43M - $9.64M
|
12.2K
$368K
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-555K- 93.5% |
$13.2M - $15.2M
|
38.6K
$1.16M
|