Purchases and Sales Made in Q1 2023 in Innovator U.S. Equity Power Bu (PAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PAPR) during Q1 2023. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY POWER BU.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.05M+ 165.56% |
$57.4M - $60.3M
|
3.29M
$122M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
881K+ 1209.35% |
$24.7M - $25.9M
|
954K
$35.3M
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
105KNew |
$2.95M - $3.1M
|
105K
$3.9M
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
102KNew |
$2.87M - $3.01M
|
102K
$3.79M
|
|
May 12, 2023
Q1 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
81.4KNew |
$2.28M - $2.4M
|
81.4K
$3.02M
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
80.4K+ 1024.77% |
$2.26M - $2.37M
|
88.3K
$3.27M
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
79.5K+ 28.62% |
$2.23M - $2.34M
|
357K
$13.2M
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
76.5K+ 15.0% |
$2.14M - $2.25M
|
586K
$21.7M
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
66.1K+ 174.01% |
$1.85M - $1.95M
|
104K
$3.86M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
44.9K+ 122.89% |
$1.26M - $1.32M
|
81.4K
$3.02M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40.7K+ 42.6% |
$1.14M - $1.2M
|
136K
$5.04M
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
36.4KNew |
$1.02M - $1.07M
|
36.4K
$1.35M
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
33.3KNew |
$933K - $979K
|
33.3K
$1.23M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.2K+ 19.07% |
$930K - $976K
|
207K
$7.68M
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
32KNew |
$899K - $943K
|
32K
$1.19M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.7K+ 41.83% |
$722K - $757K
|
87.2K
$3.23M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
22.2K+ 20.58% |
$623K - $654K
|
130K
$4.82M
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
21.9KNew |
$615K - $646K
|
21.9K
$813K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
21.8K+ 93.84% |
$611K - $641K
|
45K
$1.67M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.5K+ 6.38% |
$574K - $603K
|
342K
$12.7M
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
19.5K+ 168.2% |
$547K - $574K
|
31.1K
$1.15M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
17.9KNew |
$501K - $525K
|
17.9K
$661K
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
17.3K+ 112.3% |
$484K - $508K
|
32.6K
$1.21M
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
16.4KNew |
$459K - $482K
|
16.4K
$607K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16KNew |
$448K - $470K
|
16K
$592K
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
15.1K+ 72.02% |
$425K - $446K
|
36.2K
$1.34M
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
BUY
|
- |
14.4KNew |
$405K - $425K
|
14.4K
$535K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.2K+ 139.82% |
$397K - $417K
|
24.3K
$901K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.5KNew |
$378K - $396K
|
13.5K
$499K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.3K+ 3.95% |
$372K - $391K
|
349K
$12.9M
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
13.1KNew |
$367K - $385K
|
13.1K
$484K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.5K+ 29.03% |
$351K - $368K
|
55.6K
$2.06M
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
11.1KNew |
$311K - $327K
|
11.1K
$411K
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
10.9K+ 17.28% |
$304K - $319K
|
73.7K
$2.73M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.2K+ 10.41% |
$285K - $299K
|
108K
$4M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.95KNew |
$279K - $293K
|
9.95K
$368K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7.86KNew |
$220K - $231K
|
7.86K
$291K
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7.15K+ 20.85% |
$200K - $210K
|
41.4K
$1.53M
|
|
Apr 21, 2023
Q1 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
6.94KNew |
$195K - $204K
|
6.94K
$257K
|
|
Apr 25, 2023
Q1 2023
|
Applied Capital LLC
|
BUY
|
- |
6.87KNew |
$193K - $202K
|
6.87K
$255K
|
|
May 05, 2023
Q1 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
6.8K+ 26.66% |
$191K - $200K
|
32.3K
$1.2M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.73K+ 50.61% |
$189K - $198K
|
20K
$742K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.7K+ 27.38% |
$188K - $197K
|
31.2K
$1.15M
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
6.4K+ 6.85% |
$179K - $188K
|
99.8K
$3.7M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.29K+ 24.88% |
$176K - $185K
|
31.6K
$1.17M
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
5.36K+ 326.08% |
$150K - $158K
|
7.01K
$260K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.38K+ 11.12% |
$123K - $129K
|
43.8K
$1.62M
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
4.3K+ 35.68% |
$121K - $127K
|
16.4K
$606K
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
4K+ 5.24% |
$112K - $118K
|
80.4K
$2.98M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.37K+ 4.84% |
$94.4K - $99.1K
|
72.9K
$2.7M
|