Purchases and Sales Made in Q4 2023 in Innovator Growth 100 Power Buf (NOCT)
This table provides information about the institutional ownership of Innovator Growth 100 Power Buf (NOCT) during Q4 2023. The information is specifically focused on institutions that hold shares of INNOVATOR GROWTH-100 POWER BUF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
970K+ 659.61% |
$40.4M - $44.5M
|
1.12M
$57.7M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
152K+ 686.97% |
$6.33M - $6.98M
|
174K
$9.02M
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
48.9K+ 301.87% |
$2.04M - $2.24M
|
65.1K
$3.37M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47.4K+ 114.99% |
$1.97M - $2.17M
|
88.7K
$4.58M
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
34.6KNew |
$1.44M - $1.59M
|
34.6K
$1.79M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
26.5KNew |
$1.1M - $1.21M
|
26.5K
$1.37M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.8KNew |
$990K - $1.09M
|
23.8K
$1.23M
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
17.8K+ 53.92% |
$742K - $817K
|
50.9K
$2.63M
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
17.5KNew |
$729K - $803K
|
17.5K
$905K
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.9K+ 117.86% |
$702K - $773K
|
31.2K
$1.61M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.3K+ 118.88% |
$554K - $610K
|
24.5K
$1.27M
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.2KNew |
$549K - $605K
|
13.2K
$682K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
13.1K+ 36.41% |
$544K - $599K
|
49K
$2.53M
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
11.2K+ 68.85% |
$465K - $512K
|
27.4K
$1.42M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.1KNew |
$464K - $511K
|
11.1K
$576K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.3K+ 100.6% |
$430K - $473K
|
20.6K
$1.06M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.1K+ 93.29% |
$420K - $462K
|
20.9K
$1.08M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.62KNew |
$400K - $441K
|
9.62K
$497K
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
9.29KNew |
$386K - $426K
|
9.29K
$480K
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
9.27KNew |
$386K - $425K
|
9.27K
$479K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.73K+ 43.33% |
$322K - $354K
|
25.6K
$1.32M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
7.68KNew |
$319K - $352K
|
7.68K
$397K
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7.68KNew |
$319K - $352K
|
7.68K
$397K
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.35KNew |
$306K - $337K
|
7.35K
$380K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.86K+ 123.14% |
$286K - $315K
|
12.4K
$643K
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5.76K+ 132.81% |
$240K - $264K
|
10.1K
$522K
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
5.58KNew |
$232K - $256K
|
5.58K
$288K
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.3KNew |
$221K - $243K
|
5.3K
$274K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.19KNew |
$216K - $238K
|
5.19K
$268K
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.17KNew |
$215K - $237K
|
5.17K
$267K
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
5.15KNew |
$214K - $236K
|
5.15K
$266K
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
4.95KNew |
$206K - $227K
|
4.95K
$256K
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
4.91KNew |
$204K - $225K
|
4.91K
$254K
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
4.7KNew |
$196K - $215K
|
4.7K
$243K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.66K+ 91.2% |
$194K - $213K
|
9.76K
$505K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.37K+ 24.74% |
$182K - $200K
|
22K
$1.14M
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.87K+ 21.35% |
$161K - $177K
|
22K
$1.14M
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
3.8K+ 22.98% |
$158K - $174K
|
20.4K
$1.05M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.66KNew |
$152K - $168K
|
3.66K
$189K
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.21K+ 68.12% |
$134K - $147K
|
7.93K
$410K
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
2.5K+ 41.53% |
$104K - $115K
|
8.52K
$440K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.39K+ 169.46% |
$99.3K - $109K
|
3.79K
$196K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.25K+ 16.45% |
$93.4K - $103K
|
15.9K
$822K
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.03K+ 9.6% |
$84.4K - $93K
|
23.2K
$1.2M
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.51K+ 16.07% |
$62.6K - $69K
|
10.9K
$562K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.37K+ 74.96% |
$56.9K - $62.7K
|
3.19K
$165K
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.35K+ 5.23% |
$56.2K - $61.9K
|
27.1K
$1.4M
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.15K+ 14.58% |
$47.9K - $52.8K
|
9.04K
$467K
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.02KNew |
$42.5K - $46.8K
|
1.02K
$52.8K
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
935+ 2.57% |
$38.9K - $42.9K
|
37.4K
$1.93M
|