Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
600New |
$17.6K - $18.5K
|
600
$22.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
500+ 21.57% |
$14.6K - $15.5K
|
2.82K
$104K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
452New |
$13.2K - $14K
|
452
$16.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
430New |
$12.6K - $13.3K
|
430
$15.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
325+ 15.25% |
$9.52K - $10K
|
2.46K
$91K
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
283New |
$8.29K - $8.74K
|
283
$10.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
95+ 0.52% |
$2.78K - $2.94K
|
18.3K
$679K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
72+ 0.37% |
$2.11K - $2.22K
|
19.7K
$731K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
19New |
$556 - $587
|
19
$704
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-245- 2.3% |
$7.17K - $7.57K
|
10.4K
$386K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-300- 1.54% |
$8.78K - $9.27K
|
19.2K
$711K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-408- 72.73% |
$11.9K - $12.6K
|
153
$5.67K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-558- 0.55% |
$16.3K - $17.2K
|
102K
$3.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-576- 1.85% |
$16.9K - $17.8K
|
30.5K
$1.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-600- 3.67% |
$17.6K - $18.5K
|
15.8K
$584K
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-645- 0.29% |
$18.9K - $19.9K
|
220K
$8.16M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-743- 1.87% |
$21.8K - $23K
|
39K
$1.45M
|
|
|
Jul 20, 2023
Q2 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-850- 5.8% |
$24.9K - $26.3K
|
13.8K
$512K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-1.02K- 21.53% |
$29.8K - $31.5K
|
3.71K
$137K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.16K- 0.46% |
$33.8K - $35.7K
|
251K
$9.29M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.18K- 4.01% |
$34.6K - $36.5K
|
28.2K
$1.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-1.65K- 2.73% |
$48.3K - $51K
|
58.8K
$2.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.77K- 67.16% |
$51.7K - $54.5K
|
863
$32K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.12K- 18.55% |
$62K - $65.4K
|
9.3K
$344K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.46K- 2.97% |
$71.9K - $75.9K
|
80.4K
$2.98M
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.5K- 8.45% |
$102K - $108K
|
37.9K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4.08K- 67.97% |
$119K - $126K
|
1.92K
$71.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.6K- 27.38% |
$164K - $173K
|
14.9K
$550K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-6.19K- 17.13% |
$181K - $191K
|
30K
$1.11M
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
SELL
|
- |
-6.86K- 9.31% |
$201K - $212K
|
66.8K
$2.48M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.5K- 23.34% |
$249K - $263K
|
27.9K
$1.03M
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-9.45K- 7.41% |
$277K - $292K
|
118K
$4.37M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-10.6K- 51.68% |
$311K - $328K
|
9.92K
$367K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-11.7K- 23.12% |
$343K - $362K
|
38.9K
$1.44M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-12.9K- 64.01% |
$378K - $399K
|
7.26K
$269K
|
|
|
Oct 12, 2023
Q2 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-20.3K- 24.92% |
$594K - $627K
|
61.1K
$2.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-24.2K- 99.81% |
$709K - $748K
|
46
$1.7K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-26.4K- 36.87% |
$773K - $816K
|
45.2K
$1.67M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-46.9K- 4.91% |
$1.37M - $1.45M
|
907K
$33.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-52.2K- 98.52% |
$1.53M - $1.61M
|
781
$28.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-82.6K- 77.3% |
$2.42M - $2.55M
|
24.3K
$899K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-95.9K- 2.92% |
$2.81M - $2.96M
|
3.19M
$118M
|