Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-470- 2.49% |
$14.1K - $15.4K
|
18.4K
$682K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-474- 6.15% |
$14.2K - $15.5K
|
7.23K
$268K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-582- 5.3% |
$17.4K - $19K
|
10.4K
$385K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-614- 1.63% |
$18.4K - $20.1K
|
37.1K
$1.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
SELL
|
- |
-726- 9.45% |
$21.7K - $23.7K
|
6.95K
$258K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-750- 4.76% |
$22.4K - $24.5K
|
15K
$556K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-751- 0.6% |
$22.5K - $24.6K
|
124K
$4.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1K- 3.53% |
$29.9K - $32.7K
|
27.4K
$1.01M
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-1.04K- 9.8% |
$31.2K - $34.1K
|
9.6K
$356K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.12K- 12.07% |
$33.6K - $36.7K
|
8.17K
$303K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.27K- 2.09% |
$38.1K - $41.6K
|
59.6K
$2.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.32K- 4.21% |
$39.6K - $43.2K
|
30.1K
$1.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.37K- 4.54% |
$40.9K - $44.7K
|
28.8K
$1.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.97K- 9.16% |
$58.9K - $64.3K
|
19.5K
$723K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.13K- 9.72% |
$63.7K - $69.6K
|
19.8K
$732K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.22K- 7.32% |
$66.4K - $72.5K
|
28.1K
$1.04M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2.32K- 4.03% |
$69.5K - $75.9K
|
55.3K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.36K- 13.12% |
$70.7K - $77.2K
|
15.6K
$580K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-2.59K- 2.58% |
$77.5K - $84.6K
|
97.9K
$3.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.63K- 4.47% |
$78.6K - $85.9K
|
56.1K
$2.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-2.8K- 12.85% |
$83.7K - $91.5K
|
19K
$703K
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-3.15K- 22.2% |
$94.2K - $103K
|
11K
$409K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.5K- 8.9% |
$105K - $114K
|
35.8K
$1.33M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-3.56K- 9.97% |
$107K - $116K
|
32.2K
$1.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-3.95K- 3.53% |
$118K - $129K
|
108K
$4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-4.11K- 12.29% |
$123K - $134K
|
29.3K
$1.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.9K- 16.8% |
$147K - $160K
|
24.3K
$899K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-5.22K- 8.3% |
$156K - $171K
|
57.6K
$2.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-5.34K- 2.49% |
$160K - $174K
|
209K
$7.75M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.65K- 32.04% |
$169K - $185K
|
12K
$444K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.24K- 1.35% |
$247K - $269K
|
600K
$22.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9K- 56.21% |
$269K - $294K
|
7.01K
$260K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-10.5K- 50.81% |
$313K - $342K
|
10.1K
$375K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-11.4K- 41.74% |
$341K - $372K
|
15.9K
$589K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.9K- 8.73% |
$356K - $389K
|
124K
$4.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-12.5K- 14.86% |
$373K - $408K
|
71.5K
$2.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.9K- 10.64% |
$415K - $453K
|
116K
$4.31M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-15.2K- 44.76% |
$455K - $497K
|
18.8K
$696K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.2K- 10.56% |
$486K - $531K
|
138K
$5.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-20.7K- 32.14% |
$618K - $675K
|
43.6K
$1.62M
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-22.3K- 36.9% |
$668K - $730K
|
38.2K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-24.2K- 6.06% |
$723K - $790K
|
375K
$13.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-27.6K- 18.66% |
$825K - $902K
|
120K
$4.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-32.8K- 63.62% |
$982K - $1.07M
|
18.8K
$695K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-33.4K- 25.8% |
$998K - $1.09M
|
96K
$3.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-33.5K- 25.16% |
$1M - $1.1M
|
99.8K
$3.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-37.8K- 14.78% |
$1.13M - $1.23M
|
218K
$8.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-40.5K- 61.09% |
$1.21M - $1.32M
|
25.8K
$955K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-41K- 41.29% |
$1.23M - $1.34M
|
58.3K
$2.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-41.6K- 17.52% |
$1.25M - $1.36M
|
196K
$7.26M
|