Purchases and Sales Made in Q1 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.94M+ 139.27% |
$54.7M - $57M
|
3.34M
$122M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.75MNew |
$49.2M - $51.2M
|
1.75M
$64.1M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
932K+ 491.97% |
$26.3M - $27.3M
|
1.12M
$41.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
715K+ 407.49% |
$20.1M - $21M
|
891K
$32.7M
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
689KNew |
$19.4M - $20.2M
|
689K
$25.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
605KNew |
$17M - $17.8M
|
605K
$22.2M
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
567KNew |
$16M - $16.6M
|
567K
$20.8M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
226K+ 62.61% |
$6.38M - $6.64M
|
588K
$21.6M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
212K+ 975.6% |
$5.97M - $6.21M
|
234K
$8.57M
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
BUY
|
- |
211K+ 410.64% |
$5.95M - $6.19M
|
263K
$9.63M
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
172KNew |
$4.85M - $5.05M
|
172K
$6.31M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
168KNew |
$4.74M - $4.93M
|
168K
$6.17M
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
151KNew |
$4.25M - $4.43M
|
151K
$5.54M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
144K+ 529.24% |
$4.05M - $4.22M
|
171K
$6.28M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
143K+ 17659.68% |
$4.03M - $4.2M
|
144K
$5.28M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
106KNew |
$2.98M - $3.1M
|
106K
$3.88M
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
BUY
|
- |
102KNew |
$2.86M - $2.98M
|
102K
$3.73M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
80K+ 25.82% |
$2.25M - $2.35M
|
390K
$14.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
76.2K+ 15.0% |
$2.15M - $2.24M
|
584K
$21.4M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
67.1KNew |
$1.89M - $1.97M
|
67.1K
$2.46M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
60.6K+ 1332.02% |
$1.71M - $1.78M
|
65.2K
$2.39M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
57.9KNew |
$1.63M - $1.7M
|
57.9K
$2.13M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
55K+ 79.57% |
$1.55M - $1.61M
|
124K
$4.55M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
54.7K+ 319.42% |
$1.54M - $1.6M
|
71.8K
$2.63M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
53.4KNew |
$1.5M - $1.56M
|
53.4K
$1.96M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
52.3K+ 58.89% |
$1.47M - $1.53M
|
141K
$5.17M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
51.6KNew |
$1.45M - $1.51M
|
51.6K
$1.89M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
51.1K+ 425.62% |
$1.44M - $1.5M
|
63.1K
$2.31M
|
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
50.8KNew |
$1.43M - $1.49M
|
50.8K
$1.86M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
50.4K+ 77.81% |
$1.42M - $1.48M
|
115K
$4.22M
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
49.2KNew |
$1.38M - $1.44M
|
49.2K
$1.8M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
48.5K+ 113.64% |
$1.36M - $1.42M
|
91.1K
$3.34M
|
|
|
Apr 05, 2023
Q1 2023
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
45.1KNew |
$1.27M - $1.32M
|
45.1K
$1.65M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
42.3K+ 73.55% |
$1.19M - $1.24M
|
99.9K
$3.66M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
37.3K+ 356.47% |
$1.05M - $1.09M
|
47.8K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
37KNew |
$1.04M - $1.09M
|
37K
$1.36M
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
35.1K+ 68.16% |
$989K - $1.03M
|
86.7K
$3.18M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
34.3K+ 44.29% |
$966K - $1.01M
|
112K
$4.1M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
32.6KNew |
$918K - $956K
|
32.6K
$1.2M
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
32.2K+ 807.87% |
$907K - $945K
|
36.2K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
31.9K+ 28.44% |
$898K - $935K
|
144K
$5.28M
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
31.1KNew |
$876K - $912K
|
31.1K
$1.14M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
30.5K+ 74.39% |
$858K - $894K
|
71.4K
$2.62M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.2K+ 66.91% |
$851K - $886K
|
75.3K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
27.9KNew |
$785K - $817K
|
27.9K
$1.02M
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
26.6K+ 176.38% |
$750K - $781K
|
41.7K
$1.53M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
25.6KNew |
$721K - $751K
|
25.6K
$939K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
25KNew |
$703K - $732K
|
25K
$916K
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
24.7KNew |
$697K - $726K
|
24.7K
$908K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
24.5KNew |
$691K - $719K
|
24.5K
$900K
|