Purchases and Sales Made in Q1 2022 in Innovator U.S. Equity Power Bu (PFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PFEB) during Q1 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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.26M+ 350.96% |
$35.3M - $37.3M
|
1.62M
$59M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
673KNew |
$18.9M - $20M
|
673K
$24.6M
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
386KNew |
$10.9M - $11.5M
|
386K
$14.1M
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
318KNew |
$8.93M - $9.43M
|
318K
$11.6M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
243KNew |
$6.84M - $7.22M
|
243K
$8.87M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
196K+ 112.38% |
$5.51M - $5.82M
|
371K
$13.5M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
179K+ 1171.13% |
$5.05M - $5.33M
|
195K
$7.11M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
156K+ 2871.35% |
$4.38M - $4.63M
|
161K
$5.89M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
129KNew |
$3.64M - $3.84M
|
129K
$4.72M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
94.6K+ 653.47% |
$2.66M - $2.81M
|
109K
$3.98M
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
80.4K+ 461.58% |
$2.26M - $2.39M
|
97.9K
$3.57M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
68.2K+ 44.71% |
$1.92M - $2.03M
|
221K
$8.06M
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
57KNew |
$1.6M - $1.69M
|
57K
$2.08M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
54.9K+ 121.76% |
$1.54M - $1.63M
|
100K
$3.65M
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
51.5KNew |
$1.45M - $1.53M
|
51.5K
$1.88M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48.7KNew |
$1.37M - $1.45M
|
48.7K
$1.78M
|
|
May 13, 2022
Q1 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
47.5KNew |
$1.33M - $1.41M
|
47.5K
$1.73M
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
45.8K+ 19.57% |
$1.29M - $1.36M
|
280K
$10.2M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
34.6K+ 31.63% |
$972K - $1.03M
|
144K
$5.25M
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
BUY
|
- |
31K+ 185.44% |
$871K - $919K
|
47.7K
$1.74M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.4K+ 221.29% |
$770K - $813K
|
39.8K
$1.45M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
26.8K+ 78.83% |
$753K - $796K
|
60.8K
$2.22M
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
26.4K+ 25.57% |
$743K - $785K
|
130K
$4.74M
|
|
May 11, 2022
Q1 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
25.9K+ 82.1% |
$729K - $770K
|
57.5K
$2.1M
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
24K+ 385.77% |
$675K - $713K
|
30.2K
$1.1M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
23.7K+ 288.85% |
$666K - $703K
|
31.9K
$1.16M
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
23.5K+ 328.44% |
$661K - $698K
|
30.7K
$1.12M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.4KNew |
$657K - $694K
|
23.4K
$853K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
21K+ 241.93% |
$589K - $622K
|
29.6K
$1.08M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.4KNew |
$572K - $604K
|
20.4K
$743K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.5K+ 40.34% |
$548K - $579K
|
67.9K
$2.48M
|
|
May 02, 2022
Q1 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
18.7KNew |
$527K - $556K
|
18.7K
$683K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.5K+ 196.61% |
$437K - $461K
|
23.4K
$855K
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
15.3K+ 165.93% |
$431K - $455K
|
24.5K
$896K
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
15.3KNew |
$430K - $454K
|
15.3K
$558K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14K+ 25.94% |
$392K - $414K
|
67.7K
$2.47M
|
|
May 18, 2022
Q1 2022
|
Range Financial Group LLC
|
BUY
|
- |
13.9KNew |
$392K - $414K
|
13.9K
$509K
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
12.9KNew |
$362K - $382K
|
12.9K
$469K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12KNew |
$337K - $356K
|
12K
$438K
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
11.9KNew |
$336K - $354K
|
11.9K
$436K
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.7K+ 76.09% |
$328K - $346K
|
27K
$986K
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.2KNew |
$315K - $333K
|
11.2K
$409K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
10.7K+ 206.86% |
$300K - $317K
|
15.8K
$578K
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9.3KNew |
$261K - $276K
|
9.3K
$339K
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9.18K+ 630.65% |
$258K - $272K
|
10.6K
$388K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.74K+ 69.14% |
$246K - $260K
|
21.4K
$780K
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
8.51KNew |
$239K - $253K
|
8.51K
$311K
|
|
May 13, 2022
Q1 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
8.34K+ 23.91% |
$235K - $248K
|
43.2K
$1.58M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.56KNew |
$213K - $224K
|
7.56K
$276K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.2KNew |
$202K - $214K
|
7.2K
$263K
|