Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2021
Q2 2021
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
329KNew |
$9.09M - $9.34M
|
329K
$11.9M
|
|
|
Jul 23, 2021
Q2 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
117KNew |
$3.24M - $3.33M
|
117K
$4.24M
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
88.8K+ 34.93% |
$2.45M - $2.52M
|
343K
$12.4M
|
|
|
Aug 10, 2021
Q2 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
38.9K+ 51.07% |
$1.08M - $1.11M
|
115K
$4.16M
|
|
|
Jul 23, 2021
Q2 2021
|
Berkshire Money Management, Inc.
|
BUY
|
- |
17.4K+ 4.15% |
$481K - $495K
|
437K
$15.8M
|
|
|
Jan 02, 2024
Q2 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
15.1K+ 18.08% |
$417K - $428K
|
98.5K
$3.56M
|
|
|
Aug 13, 2021
Q2 2021
|
Stone House Investment Management, LLC
|
BUY
|
- |
10.9KNew |
$302K - $311K
|
10.9K
$395K
|
|
|
Aug 03, 2021
Q2 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
10.9KNew |
$301K - $309K
|
10.9K
$393K
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.2K+ 78.15% |
$281K - $289K
|
23.2K
$838K
|
|
|
Aug 12, 2021
Q2 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.83K+ 5.82% |
$133K - $137K
|
87.8K
$3.17M
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.2KNew |
$60.8K - $62.5K
|
2.2K
$79.5K
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.8K+ 8.93% |
$49.6K - $51K
|
21.9K
$791K
|
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.55K+ 6.04% |
$42.9K - $44.1K
|
27.2K
$984K
|
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.46KNew |
$40.2K - $41.3K
|
1.46K
$52.6K
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.24K+ 9.36% |
$34.2K - $35.2K
|
14.5K
$523K
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.18K+ 9.25% |
$32.5K - $33.4K
|
13.9K
$501K
|
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
342+ 0.9% |
$9.45K - $9.71K
|
38.4K
$1.39M
|
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
259New |
$7.15K - $7.36K
|
259
$9.36K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-10- 0.09% |
$276 - $284
|
11.7K
$424K
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-375- 0.22% |
$10.4K - $10.7K
|
170K
$6.12M
|
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-390- 0.49% |
$10.8K - $11.1K
|
78.9K
$2.85M
|
|
|
Jul 30, 2021
Q2 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-414- 0.11% |
$11.4K - $11.8K
|
387K
$14M
|
|
|
Aug 05, 2021
Q2 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-416- 6.57% |
$11.5K - $11.8K
|
5.92K
$214K
|
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-538Closed |
$14.9K - $15.3K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-600- 0.84% |
$16.6K - $17K
|
70.6K
$2.55M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-601- 13.65% |
$16.6K - $17.1K
|
3.8K
$137K
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-724- 14.52% |
$20K - $20.6K
|
4.26K
$154K
|
|
|
Jul 20, 2021
Q2 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.08K- 7.83% |
$29.7K - $30.5K
|
12.7K
$457K
|
|
|
Aug 13, 2021
Q2 2021
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.5K- 4.96% |
$41.4K - $42.6K
|
28.7K
$1.04M
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.64K- 15.62% |
$45.3K - $46.6K
|
8.86K
$320K
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.1KClosed |
$58K - $59.6K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.15K- 13.23% |
$86.9K - $89.4K
|
20.6K
$746K
|
|
|
Aug 12, 2021
Q2 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.93K- 2.42% |
$109K - $112K
|
159K
$5.73M
|
|
|
Aug 09, 2021
Q2 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-4.95K- 37.4% |
$137K - $141K
|
8.29K
$299K
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.55K- 47.95% |
$181K - $186K
|
7.11K
$257K
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.65K- 5.34% |
$239K - $246K
|
153K
$5.54M
|
|
|
Aug 10, 2021
Q2 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-9.38KClosed |
$259K - $267K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.5KClosed |
$317K - $326K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-12.5K- 32.87% |
$344K - $354K
|
25.5K
$920K
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-13.3K- 94.66% |
$367K - $378K
|
750
$27.1K
|
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-19.9K- 2.08% |
$550K - $565K
|
938K
$33.9M
|
|
|
Aug 02, 2021
Q2 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-23.1K- 53.68% |
$637K - $655K
|
19.9K
$719K
|
|
|
Jul 26, 2021
Q2 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-29.5KClosed |
$816K - $839K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-114K- 39.44% |
$3.15M - $3.24M
|
175K
$6.32M
|
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-164K- 78.06% |
$4.52M - $4.65M
|
46K
$1.66M
|