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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6.6KNew |
$186K - $193K
|
6.6K
$242K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.45K+ 34.99% |
$182K - $189K
|
24.9K
$913K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.3K+ 33.14% |
$177K - $185K
|
25.3K
$928K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4.88KNew |
$137K - $143K
|
4.88K
$179K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.3K+ 32.72% |
$121K - $126K
|
17.4K
$640K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.22K+ 33.33% |
$119K - $124K
|
16.9K
$619K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4KNew |
$113K - $117K
|
4K
$147K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3.53K+ 13.19% |
$99.5K - $104K
|
30.3K
$1.11M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.25KNew |
$91.6K - $95.4K
|
3.25K
$119K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3.22KNew |
$90.6K - $94.3K
|
3.22K
$118K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.73K+ 17.84% |
$76.9K - $80.1K
|
18K
$661K
|
|
|
May 05, 2023
Q1 2023
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
2.44K+ 31.14% |
$68.8K - $71.7K
|
10.3K
$377K
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.89K+ 11.86% |
$53.3K - $55.5K
|
17.8K
$654K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.39KNew |
$39.2K - $40.9K
|
1.39K
$51.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1K+ 40.0% |
$28.2K - $29.3K
|
3.5K
$128K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
865+ 8.05% |
$24.4K - $25.4K
|
11.6K
$426K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
775+ 59.62% |
$21.8K - $22.7K
|
2.08K
$76.1K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
530+ 5.28% |
$14.9K - $15.5K
|
10.6K
$388K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
516New |
$14.5K - $15.1K
|
516
$18.9K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
402+ 0.37% |
$11.3K - $11.8K
|
108K
$3.95M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
172New |
$4.84K - $5.04K
|
172
$6.31K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-61- 0.56% |
$1.72K - $1.79K
|
10.9K
$399K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-176- 26.04% |
$4.96K - $5.16K
|
500
$18.3K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-400- 2.1% |
$11.3K - $11.7K
|
18.6K
$683K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-610- 4.91% |
$17.2K - $17.9K
|
11.8K
$434K
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.36K- 2.83% |
$38.3K - $39.9K
|
46.7K
$1.71M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.4K- 8.7% |
$39.4K - $41K
|
14.7K
$538K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.94K- 20.2% |
$54.5K - $56.8K
|
7.65K
$281K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-5.6K- 88.89% |
$158K - $164K
|
700
$25.7K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-7K- 19.94% |
$197K - $205K
|
28.1K
$1.03M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-8.65K- 90.21% |
$244K - $254K
|
939
$34.4K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-18.4K- 22.5% |
$517K - $539K
|
63.3K
$2.32M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-72.2K- 36.55% |
$2.03M - $2.12M
|
125K
$4.59M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-112K- 87.04% |
$3.15M - $3.29M
|
16.7K
$612K
|