Purchases and Sales Made in Q1 2024 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 2024. 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 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.17M+ 102141.77% |
$70.5M - $74M
|
2.17M
$79.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
974K+ 828.24% |
$31.7M - $33.3M
|
1.09M
$40.2M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
480K+ 18.81% |
$15.6M - $16.4M
|
3.03M
$112M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
338K+ 724.7% |
$11M - $11.5M
|
384K
$14.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
275K+ 90.16% |
$8.94M - $9.38M
|
579K
$21.3M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
230K+ 1111.78% |
$7.48M - $7.85M
|
251K
$9.23M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
228K+ 70.56% |
$7.41M - $7.78M
|
550K
$20.3M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
212K+ 59.92% |
$6.89M - $7.23M
|
565K
$20.8M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
200K+ 129.18% |
$6.5M - $6.83M
|
355K
$13.1M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
151K+ 263.51% |
$4.91M - $5.16M
|
208K
$7.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
123K+ 108.07% |
$4.02M - $4.22M
|
238K
$8.75M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
113KNew |
$3.68M - $3.86M
|
113K
$4.16M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
99.9K+ 377.67% |
$3.25M - $3.41M
|
126K
$4.65M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
96.7K+ 425.52% |
$3.15M - $3.3M
|
119K
$4.4M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
91K+ 222.65% |
$2.96M - $3.11M
|
132K
$4.86M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
89K+ 50.53% |
$2.9M - $3.04M
|
265K
$9.77M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
87.4K+ 82.53% |
$2.84M - $2.99M
|
193K
$7.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
86.7KNew |
$2.82M - $2.96M
|
86.7K
$3.2M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
85.1K+ 180.4% |
$2.77M - $2.91M
|
132K
$4.88M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
82.8K+ 140.9% |
$2.7M - $2.83M
|
142K
$5.22M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
80.3K+ 102.93% |
$2.61M - $2.74M
|
158K
$5.83M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
76.7K+ 8.29% |
$2.5M - $2.62M
|
1M
$36.9M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
76.6KNew |
$2.49M - $2.62M
|
76.6K
$2.82M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
70.6K+ 310.9% |
$2.3M - $2.41M
|
93.3K
$3.44M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
66.8KNew |
$2.17M - $2.28M
|
66.8K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
63.1KNew |
$2.05M - $2.15M
|
63.1K
$2.32M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
61.5K+ 118.47% |
$2M - $2.1M
|
113K
$4.17M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
60.6K+ 132.32% |
$1.97M - $2.07M
|
106K
$3.92M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
55.3K+ 13.8% |
$1.8M - $1.89M
|
456K
$16.8M
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
55.1KNew |
$1.79M - $1.88M
|
55.1K
$2.03M
|
|
|
May 20, 2024
Q1 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
53.1KNew |
$1.73M - $1.81M
|
53.1K
$1.96M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.9K+ 90.15% |
$1.46M - $1.53M
|
94.6K
$3.49M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40.1KNew |
$1.31M - $1.37M
|
40.1K
$1.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
33.3KNew |
$1.08M - $1.14M
|
33.3K
$1.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
32.7K+ 36.57% |
$1.06M - $1.12M
|
122K
$4.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
31.8KNew |
$1.03M - $1.09M
|
31.8K
$1.17M
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
30.3KNew |
$986K - $1.03M
|
30.3K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.4KNew |
$923K - $969K
|
28.4K
$1.05M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
26.3K+ 107.28% |
$857K - $899K
|
50.8K
$1.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
24.3K+ 79.13% |
$790K - $829K
|
54.9K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
23K+ 199.61% |
$749K - $786K
|
34.5K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
22K+ 176.95% |
$718K - $753K
|
34.5K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
22KNew |
$715K - $750K
|
22K
$809K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
21.6K+ 21.27% |
$702K - $737K
|
123K
$4.53M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
20.6KNew |
$672K - $705K
|
20.6K
$760K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
20KNew |
$651K - $683K
|
20K
$737K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.2KNew |
$625K - $656K
|
19.2K
$707K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
19KNew |
$619K - $650K
|
19K
$701K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
18.5K+ 168.95% |
$603K - $633K
|
29.5K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
17.6K+ 56.75% |
$574K - $602K
|
48.7K
$1.79M
|