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 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.93K+ 20.96% |
$128K - $132K
|
22.7K
$841K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.84KNew |
$125K - $129K
|
3.84K
$142K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.41K+ 19.05% |
$111K - $115K
|
21.3K
$790K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.25K+ 19.39% |
$105K - $109K
|
20K
$741K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.06K+ 2.72% |
$99.2K - $103K
|
115K
$4.27M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.53K+ 28.82% |
$82.1K - $85K
|
11.3K
$419K
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.3K+ 14.68% |
$42.2K - $43.7K
|
10.2K
$376K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.16K+ 7.17% |
$37.8K - $39.1K
|
17.4K
$644K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
340New |
$11K - $11.4K
|
340
$12.6K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
255New |
$8.28K - $8.57K
|
255
$9.45K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
200+ 2.6% |
$6.49K - $6.72K
|
7.88K
$292K
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
186+ 0.1% |
$6.04K - $6.25K
|
192K
$7.1M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
167+ 8.92% |
$5.42K - $5.61K
|
2.04K
$75.6K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
167+ 8.92% |
$5.42K - $5.61K
|
2.04K
$75.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
150+ 0.81% |
$4.87K - $5.04K
|
18.7K
$695K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10- 0.05% |
$325 - $336
|
18.4K
$682K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-25- 0.04% |
$812 - $840
|
63.7K
$2.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-30- 0.26% |
$974 - $1.01K
|
11.6K
$432K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-36- 0.18% |
$1.17K - $1.21K
|
19.7K
$729K
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-70- 0.63% |
$2.27K - $2.35K
|
11K
$406K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-71- 0.02% |
$2.3K - $2.38K
|
292K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-144- 0.44% |
$4.67K - $4.84K
|
32.2K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-200- 1.48% |
$6.49K - $6.72K
|
13.4K
$495K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-200- 1.74% |
$6.49K - $6.72K
|
11.3K
$419K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-200- 2.85% |
$6.49K - $6.72K
|
6.81K
$252K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-240- 0.21% |
$7.79K - $8.06K
|
112K
$4.14M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-300- 0.54% |
$9.74K - $10.1K
|
55K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-337- 2.41% |
$10.9K - $11.3K
|
13.6K
$505K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-390- 2.49% |
$12.7K - $13.1K
|
15.3K
$565K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-400- 1.65% |
$13K - $13.4K
|
23.9K
$885K
|
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-430- 1.13% |
$14K - $14.4K
|
37.8K
$1.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-450- 3.26% |
$14.6K - $15.1K
|
13.4K
$495K
|
|
|
Apr 30, 2024
Q1 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-460- 1.47% |
$14.9K - $15.5K
|
30.9K
$1.14M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-540- 3.74% |
$17.5K - $18.1K
|
13.9K
$514K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-600Closed |
$19.5K - $20.2K
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-632- 2.25% |
$20.5K - $21.2K
|
27.5K
$1.02M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-672- 7.0% |
$21.8K - $22.6K
|
8.93K
$331K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-750- 7.41% |
$24.3K - $25.2K
|
9.37K
$347K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-783- 1.42% |
$25.4K - $26.3K
|
54.4K
$2.01M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-861- 7.21% |
$27.9K - $28.9K
|
11.1K
$410K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-957- 1.34% |
$31.1K - $32.1K
|
70.5K
$2.61M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.4K- 28.78% |
$45.4K - $47K
|
3.47K
$128K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.48K- 10.66% |
$47.9K - $49.5K
|
12.4K
$458K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.74K- 60.01% |
$56.3K - $58.3K
|
1.16K
$42.8K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.84K- 7.14% |
$59.8K - $61.8K
|
23.9K
$887K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.49K- 8.28% |
$80.8K - $83.6K
|
27.6K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.6K- 6.67% |
$84.4K - $87.4K
|
36.4K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.65K- 4.45% |
$86K - $89K
|
57K
$2.11M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.8K- 7.53% |
$90.7K - $93.9K
|
34.3K
$1.27M
|