Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
149KNew |
$3.97M - $4.26M
|
149K
$5.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
91.2K+ 110.08% |
$2.42M - $2.6M
|
174K
$6.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
82K+ 19.18% |
$2.18M - $2.34M
|
510K
$18.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
46K+ 306.81% |
$1.22M - $1.31M
|
61K
$2.26M
|
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
38KNew |
$1.01M - $1.08M
|
38K
$1.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
31.3KNew |
$832K - $894K
|
31.3K
$1.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
19.7KNew |
$522K - $561K
|
19.7K
$728K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.4K+ 97.37% |
$516K - $554K
|
39.4K
$1.46M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14.1K+ 135.11% |
$373K - $401K
|
24.5K
$906K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.8K+ 693.65% |
$313K - $336K
|
13.5K
$500K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1KNew |
$295K - $318K
|
11.1K
$412K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.1KNew |
$269K - $289K
|
10.1K
$376K
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
8.85KNew |
$235K - $253K
|
8.85K
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.85KNew |
$208K - $224K
|
7.85K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
7.47KNew |
$198K - $213K
|
7.47K
$277K
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
7.24KNew |
$192K - $206K
|
7.24K
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.21KNew |
$191K - $206K
|
7.21K
$267K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.77K+ 18.65% |
$180K - $193K
|
43.1K
$1.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.28K+ 5.86% |
$140K - $151K
|
95.4K
$3.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
5.01K+ 4.86% |
$133K - $143K
|
108K
$4M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.99KNew |
$133K - $142K
|
4.99K
$185K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.2K+ 14.48% |
$84.9K - $91.2K
|
25.3K
$936K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.79K+ 0.65% |
$74.1K - $79.6K
|
435K
$16.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.65K+ 33.47% |
$70.3K - $75.6K
|
10.6K
$391K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.38K+ 6.96% |
$63.1K - $67.8K
|
36.5K
$1.35M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1.65KNew |
$43.7K - $46.9K
|
1.65K
$60.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1KNew |
$26.6K - $28.5K
|
1K
$37.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
866+ 0.58% |
$23K - $24.7K
|
149K
$5.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
767+ 3.9% |
$20.4K - $21.9K
|
20.5K
$758K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
476+ 14.78% |
$12.6K - $13.6K
|
3.7K
$137K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
470New |
$12.5K - $13.4K
|
470
$17.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
372+ 0.17% |
$9.88K - $10.6K
|
218K
$8.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
242+ 0.26% |
$6.43K - $6.9K
|
92.4K
$3.42M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
200+ 0.35% |
$5.31K - $5.71K
|
57.3K
$2.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
153New |
$4.06K - $4.37K
|
153
$5.67K
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
24+ 0.14% |
$637 - $685
|
17.2K
$635K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-80- 0.14% |
$2.12K - $2.28K
|
55.6K
$2.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-82- 0.24% |
$2.18K - $2.34K
|
33.4K
$1.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-84- 0.51% |
$2.23K - $2.4K
|
16.4K
$608K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-182- 0.72% |
$4.83K - $5.19K
|
25K
$927K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-200- 0.72% |
$5.31K - $5.71K
|
27.7K
$1.02M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-261- 1.92% |
$6.93K - $7.45K
|
13.3K
$493K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-284- 1.14% |
$7.54K - $8.1K
|
24.6K
$912K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-375- 2.76% |
$9.96K - $10.7K
|
13.2K
$490K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-406- 0.65% |
$10.8K - $11.6K
|
61.9K
$2.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-486- 0.19% |
$12.9K - $13.9K
|
253K
$9.38M
|
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-500- 0.65% |
$13.3K - $14.3K
|
76.4K
$2.83M
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-500- 2.3% |
$13.3K - $14.3K
|
21.3K
$789K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-577- 2.43% |
$15.3K - $16.5K
|
23.2K
$860K
|