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 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.04K+ 64.18% |
$132K - $138K
|
10.3K
$381K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.85K+ 4.68% |
$125K - $132K
|
86.2K
$3.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.75K+ 12.84% |
$122K - $128K
|
33K
$1.21M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.62K+ 39.58% |
$118K - $124K
|
12.8K
$470K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.37K+ 9.15% |
$110K - $115K
|
40.1K
$1.48M
|
|
|
Apr 02, 2024
Q1 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
3.34K+ 6.75% |
$109K - $114K
|
52.8K
$1.95M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.09K+ 11.62% |
$101K - $106K
|
29.7K
$1.09M
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
3.04K+ 39.29% |
$99K - $104K
|
10.8K
$397K
|
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
2.24K+ 21.79% |
$73K - $76.6K
|
12.5K
$462K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.95K+ 94.17% |
$63.6K - $66.7K
|
4.03K
$148K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.92K+ 17.67% |
$62.6K - $65.7K
|
12.8K
$472K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.75K+ 4.03% |
$56.8K - $59.6K
|
45.1K
$1.66M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.4K+ 9.11% |
$45.5K - $47.7K
|
16.7K
$617K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.1KNew |
$35.8K - $37.6K
|
1.1K
$40.5K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.02KNew |
$33.3K - $35K
|
1.02K
$37.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
982+ 3.93% |
$32K - $33.5K
|
25.9K
$956K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
964+ 275.43% |
$31.4K - $32.9K
|
1.31K
$48.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
885+ 7.54% |
$28.8K - $30.2K
|
12.6K
$465K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
605+ 3.96% |
$19.7K - $20.7K
|
15.9K
$585K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
600+ 8.16% |
$19.5K - $20.5K
|
7.95K
$293K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
500+ 3.33% |
$16.3K - $17.1K
|
15.5K
$571K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
450New |
$14.6K - $15.4K
|
450
$16.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
393+ 6.27% |
$12.8K - $13.4K
|
6.66K
$245K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
383New |
$12.5K - $13.1K
|
383
$14.1K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
359New |
$11.7K - $12.3K
|
359
$13.2K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
345New |
$11.2K - $11.8K
|
345
$12.7K
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
226+ 2.76% |
$7.36K - $7.72K
|
8.42K
$310K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
181+ 0.38% |
$5.89K - $6.18K
|
48.4K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
176+ 35.2% |
$5.73K - $6.01K
|
676
$24.9K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
169+ 14.76% |
$5.5K - $5.77K
|
1.31K
$48.4K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
169+ 14.76% |
$5.5K - $5.77K
|
1.31K
$48.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
30+ 0.25% |
$976 - $1.02K
|
12.2K
$450K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
30New |
$976 - $1.02K
|
30
$1.11K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.01% |
$65.1 - $68.3
|
13.7K
$504K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-12- 0.04% |
$391 - $410
|
31.1K
$1.15M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-90- 1.14% |
$2.93K - $3.07K
|
7.81K
$288K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-211- 1.14% |
$6.87K - $7.21K
|
18.3K
$676K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-310- 0.5% |
$10.1K - $10.6K
|
62.2K
$2.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-431- 1.13% |
$14K - $14.7K
|
37.8K
$1.39M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 1.31% |
$34.4K - $36.1K
|
79.9K
$2.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.25K- 9.28% |
$40.7K - $42.7K
|
12.2K
$450K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.69K- 73.74% |
$54.8K - $57.6K
|
600
$22.1K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-2.2K- 2.04% |
$71.6K - $75.2K
|
106K
$3.89M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.64K- 21.26% |
$85.8K - $90K
|
9.76K
$360K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.67K- 27.73% |
$86.9K - $91.2K
|
6.96K
$256K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.8K- 9.76% |
$91.1K - $95.6K
|
25.9K
$954K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.94K- 28.33% |
$95.7K - $100K
|
7.44K
$274K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-3.85K- 18.97% |
$125K - $132K
|
16.5K
$607K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.22K- 4.46% |
$170K - $178K
|
112K
$4.12M
|