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 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7.09K+ 60.4% |
$199K - $211K
|
18.8K
$695K
|
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
6.99KNew |
$197K - $208K
|
6.99K
$258K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.05K+ 16.66% |
$142K - $150K
|
35.4K
$1.31M
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4.57K+ 12.21% |
$128K - $136K
|
42K
$1.55M
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.7K+ 44.33% |
$104K - $110K
|
12K
$445K
|
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.58K+ 28.91% |
$100K - $106K
|
15.9K
$588K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2.5KNew |
$70.3K - $74.2K
|
2.5K
$92.3K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.87K+ 2.08% |
$52.6K - $55.5K
|
91.9K
$3.39M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.8K+ 11.44% |
$50.5K - $53.4K
|
17.5K
$646K
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
1.71KNew |
$48.1K - $50.8K
|
1.71K
$63.1K
|
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
1.5KNew |
$42.2K - $44.5K
|
1.5K
$55.4K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.3KNew |
$36.5K - $38.6K
|
1.3K
$48K
|
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.29K+ 9.65% |
$36.1K - $38.2K
|
14.6K
$539K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.28KNew |
$35.9K - $37.9K
|
1.28K
$47.1K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.18K+ 9.25% |
$33K - $34.9K
|
13.9K
$512K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.17K+ 6.34% |
$32.9K - $34.7K
|
19.6K
$724K
|
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
734+ 6.21% |
$20.6K - $21.8K
|
12.5K
$463K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
500New |
$14.1K - $14.8K
|
500
$18.5K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
367+ 0.34% |
$10.3K - $10.9K
|
110K
$4.06M
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
250New |
$7.03K - $7.42K
|
250
$9.23K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
141New |
$3.96K - $4.19K
|
141
$5.2K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-86- 0.47% |
$2.42K - $2.55K
|
18.2K
$670K
|
|
|
May 13, 2022
Q1 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-222- 0.78% |
$6.24K - $6.59K
|
28.4K
$1.05M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-900Closed |
$25.3K - $26.7K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.06K- 18.94% |
$29.9K - $31.6K
|
4.55K
$168K
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.28K- 7.1% |
$35.9K - $37.9K
|
16.7K
$617K
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.16K- 6.86% |
$60.6K - $64K
|
29.3K
$1.08M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.63KClosed |
$74K - $78.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3KClosed |
$84.3K - $89.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-7.36KClosed |
$207K - $219K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10KClosed |
$282K - $298K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-11.2KClosed |
$315K - $332K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-12.5KClosed |
$350K - $370K
|
0
$0
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-16.8K- 10.39% |
$471K - $498K
|
145K
$5.34M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-23.6KClosed |
$662K - $699K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-27.9KClosed |
$783K - $827K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-56KClosed |
$1.58M - $1.66M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-58.3K- 53.01% |
$1.64M - $1.73M
|
51.7K
$1.91M
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-89.4K- 96.58% |
$2.51M - $2.66M
|
3.17K
$117K
|
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-109KClosed |
$3.05M - $3.23M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-264K- 67.15% |
$7.43M - $7.85M
|
129K
$4.77M
|