Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.19M+ 2038.83% |
$38.6M - $39.9M
|
1.25M
$45.7M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
188K+ 1372.92% |
$6.11M - $6.33M
|
202K
$7.41M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
182KNew |
$5.91M - $6.12M
|
182K
$6.68M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
176K+ 137.26% |
$5.71M - $5.91M
|
304K
$11.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
135K+ 138.24% |
$4.39M - $4.55M
|
233K
$8.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
129KNew |
$4.2M - $4.34M
|
129K
$4.74M
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
115K+ 207.41% |
$3.73M - $3.86M
|
170K
$6.24M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
100KNew |
$3.26M - $3.38M
|
100K
$3.69M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
76.5K+ 8.29% |
$2.48M - $2.57M
|
1M
$36.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
65.8KNew |
$2.14M - $2.21M
|
65.8K
$2.41M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
65.8K+ 177.7% |
$2.14M - $2.21M
|
103K
$3.77M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
58.7K+ 129.04% |
$1.91M - $1.97M
|
104K
$3.82M
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
58.5K+ 34.81% |
$1.9M - $1.97M
|
227K
$8.31M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
49.8K+ 48.68% |
$1.61M - $1.67M
|
152K
$5.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
40.2KNew |
$1.3M - $1.35M
|
40.2K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
33.8KNew |
$1.1M - $1.13M
|
33.8K
$1.24M
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
33.5K+ 116.43% |
$1.09M - $1.12M
|
62.3K
$2.28M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32.8KNew |
$1.06M - $1.1M
|
32.8K
$1.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
32.4K+ 482.94% |
$1.05M - $1.09M
|
39.1K
$1.43M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.2K+ 27.75% |
$981K - $1.02M
|
139K
$5.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
28.7KNew |
$932K - $964K
|
28.7K
$1.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
19.3KNew |
$626K - $648K
|
19.3K
$708K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
16.4K+ 43.13% |
$531K - $549K
|
54.3K
$1.99M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.8K+ 11.47% |
$512K - $530K
|
153K
$5.63M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
15.5KNew |
$504K - $522K
|
15.5K
$570K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
14KNew |
$455K - $471K
|
14K
$515K
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
14K+ 47.75% |
$455K - $471K
|
43.3K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
13.4KNew |
$434K - $450K
|
13.4K
$491K
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
13.3KNew |
$433K - $448K
|
13.3K
$489K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.9K+ 3.6% |
$418K - $432K
|
370K
$13.6M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
12KNew |
$389K - $403K
|
12K
$440K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.7K+ 7662.09% |
$381K - $394K
|
11.9K
$436K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.4KNew |
$336K - $348K
|
10.4K
$380K
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
10KNew |
$325K - $336K
|
10K
$367K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.88K+ 9.25% |
$288K - $298K
|
105K
$3.85M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
7.96KNew |
$259K - $268K
|
7.96K
$292K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.82K+ 72.65% |
$254K - $263K
|
18.6K
$682K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.7KNew |
$250K - $259K
|
7.7K
$283K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.5KNew |
$244K - $252K
|
7.5K
$275K
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
6.98K+ 3.34% |
$227K - $235K
|
216K
$7.93M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.8K+ 43.15% |
$221K - $229K
|
22.6K
$828K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.5K+ 7.05% |
$211K - $218K
|
98.7K
$3.62M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
6.39K+ 6.4% |
$207K - $215K
|
106K
$3.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
6.15KNew |
$200K - $207K
|
6.15K
$226K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.07KNew |
$197K - $204K
|
6.07K
$223K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.65K+ 47.15% |
$183K - $190K
|
17.6K
$647K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
5.26K+ 27.57% |
$171K - $177K
|
24.3K
$893K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
4.73K+ 6.45% |
$154K - $159K
|
78.1K
$2.86M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.41K+ 2.52% |
$143K - $148K
|
179K
$6.57M
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
4.26K+ 12.79% |
$138K - $143K
|
37.6K
$1.38M
|