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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
17.1KNew |
$555K - $583K
|
17.1K
$628K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
17.1KNew |
$555K - $582K
|
17.1K
$628K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17KNew |
$553K - $580K
|
17K
$626K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
16.4K+ 263.52% |
$534K - $561K
|
22.6K
$834K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16K+ 14.9% |
$521K - $547K
|
124K
$4.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.9KNew |
$518K - $543K
|
15.9K
$586K
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
15.9KNew |
$517K - $543K
|
15.9K
$586K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.8KNew |
$514K - $540K
|
15.8K
$582K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
15.5K+ 71.36% |
$506K - $531K
|
37.3K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
15.5KNew |
$504K - $529K
|
15.5K
$570K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
15.3KNew |
$498K - $522K
|
15.3K
$563K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.1K+ 36.96% |
$491K - $515K
|
55.9K
$2.06M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.8K+ 219.0% |
$483K - $506K
|
21.6K
$795K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14.8KNew |
$482K - $505K
|
14.8K
$545K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.5KNew |
$472K - $496K
|
14.5K
$534K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.4K+ 226.59% |
$468K - $491K
|
20.7K
$763K
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
14K+ 27.69% |
$455K - $478K
|
64.5K
$2.38M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
13.5KNew |
$439K - $461K
|
13.5K
$497K
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
13.3KNew |
$432K - $453K
|
13.3K
$488K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
12.3KNew |
$399K - $418K
|
12.3K
$451K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
11.9K+ 12.16% |
$386K - $405K
|
109K
$4.03M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.4KNew |
$370K - $389K
|
11.4K
$419K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
11.2K+ 54.03% |
$365K - $383K
|
32K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.7KNew |
$350K - $367K
|
10.7K
$396K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
10.5K+ 7.38% |
$342K - $359K
|
153K
$5.62M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.98K+ 49.23% |
$325K - $341K
|
30.3K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
9.97KNew |
$324K - $340K
|
9.97K
$367K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.95KNew |
$324K - $340K
|
9.95K
$366K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.47KNew |
$308K - $324K
|
9.47K
$349K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
9.08KNew |
$296K - $310K
|
9.08K
$335K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
8.29K+ 15.35% |
$270K - $283K
|
62.3K
$2.3M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
8.21KNew |
$267K - $281K
|
8.21K
$303K
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
8.21KNew |
$267K - $281K
|
8.21K
$303K
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.03K+ 109.99% |
$261K - $274K
|
15.3K
$564K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
7.6K+ 69.74% |
$247K - $260K
|
18.5K
$681K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.55KNew |
$246K - $258K
|
7.55K
$278K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.15KNew |
$233K - $244K
|
7.15K
$263K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.13K+ 164.45% |
$232K - $244K
|
11.5K
$422K
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
6.94KNew |
$226K - $237K
|
6.94K
$256K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
6.55K+ 13.86% |
$213K - $224K
|
53.8K
$1.98M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.5K+ 39.41% |
$212K - $222K
|
23K
$847K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6.34K+ 96.12% |
$206K - $217K
|
12.9K
$476K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
6.19KNew |
$201K - $211K
|
6.19K
$228K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
6.09KNew |
$198K - $208K
|
6.09K
$224K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
6.05KNew |
$197K - $207K
|
6.05K
$223K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
6.01K+ 19.98% |
$196K - $205K
|
36.1K
$1.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.94KNew |
$193K - $203K
|
5.94K
$219K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.85K+ 62.24% |
$190K - $200K
|
15.2K
$562K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.79K+ 126.49% |
$156K - $163K
|
8.57K
$316K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.61K+ 116.53% |
$150K - $158K
|
8.57K
$316K
|