Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.36K- 2.78% |
$246K - $259K
|
258K
$9.49M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-8.53K- 13.69% |
$285K - $300K
|
53.8K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-12.1K- 21.7% |
$405K - $426K
|
43.7K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-15.1K- 40.47% |
$504K - $530K
|
22.2K
$818K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-16.4K- 12.4% |
$547K - $575K
|
116K
$4.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17.4K- 27.67% |
$583K - $613K
|
45.6K
$1.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-18.4K- 16.32% |
$616K - $648K
|
94.5K
$3.48M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.5K- 4.06% |
$785K - $826K
|
556K
$20.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23.9K- 18.05% |
$798K - $839K
|
108K
$4M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.6K- 14.22% |
$989K - $1.04M
|
179K
$6.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-30.8K- 15.91% |
$1.03M - $1.08M
|
163K
$5.99M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-34.5K- 13.77% |
$1.15M - $1.21M
|
216K
$7.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-46.6K- 39.06% |
$1.56M - $1.64M
|
72.8K
$2.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-70.2K- 2.32% |
$2.34M - $2.47M
|
2.96M
$109M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-73.3K- 65.58% |
$2.45M - $2.58M
|
38.5K
$1.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-79.6K- 47.38% |
$2.66M - $2.8M
|
88.4K
$3.26M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-220K- 57.1% |
$7.33M - $7.71M
|
165K
$6.08M
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-222K- 85.47% |
$7.41M - $7.8M
|
37.7K
$1.39M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-914K- 83.69% |
$30.5M - $32.1M
|
178K
$6.56M
|