Purchases and Sales Made in Q2 2022 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 2022. 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 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
278K+ 41.32% |
$7.34M - $8.2M
|
951K
$35M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
145KNew |
$3.82M - $4.27M
|
145K
$5.33M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
128K+ 131.28% |
$3.39M - $3.79M
|
226K
$8.34M
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
82.3K+ 2597.98% |
$2.17M - $2.43M
|
85.5K
$3.15M
|
|
Jul 14, 2022
Q2 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
81.9KNew |
$2.16M - $2.42M
|
81.9K
$3.02M
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
75.4K+ 26.96% |
$1.99M - $2.22M
|
355K
$13.1M
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
72.6KNew |
$1.92M - $2.14M
|
72.6K
$2.68M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
59.7KNew |
$1.58M - $1.76M
|
59.7K
$2.2M
|
|
Jul 11, 2022
Q2 2022
|
Range Financial Group LLC
|
BUY
|
- |
41.3K+ 296.2% |
$1.09M - $1.22M
|
55.3K
$2.04M
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
27.4KNew |
$723K - $808K
|
27.4K
$1.01M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
21.2K+ 34.79% |
$559K - $624K
|
82K
$3.02M
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
20.9K+ 68.24% |
$552K - $617K
|
51.6K
$1.9M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.2K+ 86.29% |
$534K - $597K
|
43.7K
$1.61M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.7K+ 6.21% |
$362K - $404K
|
234K
$8.64M
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
13.5K+ 3.51% |
$358K - $400K
|
400K
$14.7M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.1K+ 3.0% |
$294K - $328K
|
382K
$14.1M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.8KNew |
$285K - $318K
|
10.8K
$397K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.7K+ 20.13% |
$124K - $139K
|
28.1K
$1.03M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3K+ 9.77% |
$79.2K - $88.5K
|
33.7K
$1.24M
|
|
Aug 01, 2022
Q2 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.49K+ 13.31% |
$65.9K - $73.6K
|
21.2K
$782K
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
1.79K+ 3.13% |
$47.1K - $52.7K
|
58.7K
$2.16M
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.77K+ 14.11% |
$46.7K - $52.2K
|
14.3K
$527K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.09K+ 12.99% |
$28.8K - $32.2K
|
9.5K
$350K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.01K+ 5.77% |
$26.7K - $29.8K
|
18.5K
$682K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
940+ 0.65% |
$24.8K - $27.7K
|
145K
$5.34M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
900New |
$23.8K - $26.6K
|
900
$33.2K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
842+ 2.84% |
$22.2K - $24.8K
|
30.5K
$1.12M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
750+ 4.73% |
$19.8K - $22.1K
|
16.6K
$611K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
704+ 1.04% |
$18.6K - $20.8K
|
68.6K
$2.53M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
511+ 4.02% |
$13.5K - $15.1K
|
13.2K
$487K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
417+ 2.05% |
$11K - $12.3K
|
20.8K
$765K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
59+ 0.14% |
$1.56K - $1.74K
|
43.3K
$1.59M
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
37+ 0.25% |
$977 - $1.09K
|
14.6K
$539K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
SELL
|
- |
-119- 0.25% |
$3.14K - $3.51K
|
47.5K
$1.75M
|
|
Aug 12, 2022
Q2 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-176- 0.37% |
$4.65K - $5.19K
|
47.3K
$1.74M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-182- 0.35% |
$4.81K - $5.37K
|
51.5K
$1.9M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-200- 0.94% |
$5.28K - $5.9K
|
21.2K
$781K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-270- 1.38% |
$7.13K - $7.97K
|
19.4K
$713K
|
|
Aug 12, 2022
Q2 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-291- 1.03% |
$7.69K - $8.59K
|
28.1K
$1.03M
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-401- 3.77% |
$10.6K - $11.8K
|
10.2K
$377K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-645Closed |
$17K - $19K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-810- 6.3% |
$21.4K - $23.9K
|
12.1K
$444K
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.22K- 1.11% |
$32.2K - $36K
|
109K
$4M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.49K- 1.37% |
$39.4K - $44K
|
108K
$3.96M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.01K- 2.97% |
$53.1K - $59.3K
|
65.7K
$2.42M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.17K- 2.66% |
$137K - $153K
|
190K
$6.99M
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-6.99KClosed |
$185K - $206K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.11KClosed |
$188K - $210K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-7.2KClosed |
$190K - $212K
|
0
$0
|