Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.3K- 3.71% |
$69.8K - $71.9K
|
59.7K
$2.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.31K- 1.28% |
$70.2K - $72.4K
|
178K
$6.56M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.12K- 4.95% |
$94.6K - $97.5K
|
59.9K
$2.21M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-3.3K- 4.99% |
$100K - $103K
|
62.9K
$2.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.9K- 22.38% |
$119K - $122K
|
13.5K
$499K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.05K- 30.83% |
$123K - $127K
|
9.09K
$335K
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-4.28K- 8.93% |
$130K - $134K
|
43.6K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-5.04K- 27.59% |
$153K - $158K
|
13.2K
$487K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.77K- 57.1% |
$175K - $180K
|
4.34K
$160K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.79K- 6.75% |
$176K - $181K
|
80K
$2.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.39K- 1.72% |
$194K - $200K
|
365K
$13.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
SELL
|
- |
-7.03K- 9.47% |
$214K - $220K
|
67.2K
$2.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.6K- 13.92% |
$231K - $238K
|
47K
$1.73M
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-7.78K- 14.33% |
$236K - $243K
|
46.5K
$1.71M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.37K- 6.17% |
$254K - $262K
|
127K
$4.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.94K- 14.18% |
$271K - $280K
|
54.1K
$1.99M
|
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-10.7KClosed |
$324K - $334K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.9K- 32.13% |
$392K - $404K
|
27.2K
$1M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.5K- 14.27% |
$472K - $486K
|
93.4K
$3.44M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-19.4K- 3.54% |
$588K - $606K
|
528K
$19.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-20.9K- 5.14% |
$635K - $654K
|
386K
$14.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-25.4K- 37.56% |
$770K - $794K
|
42.2K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-31.3K- 22.08% |
$949K - $978K
|
110K
$4.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-36.6K- 1.1% |
$1.11M - $1.15M
|
3.29M
$121M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-38.3K- 22.75% |
$1.16M - $1.2M
|
130K
$4.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-38.9K- 55.33% |
$1.18M - $1.22M
|
31.4K
$1.16M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-45.7K- 39.16% |
$1.39M - $1.43M
|
71K
$2.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-51.9K- 8.88% |
$1.58M - $1.62M
|
533K
$19.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-81.4K- 64.86% |
$2.47M - $2.54M
|
44.1K
$1.62M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-258K- 38.82% |
$7.82M - $8.06M
|
406K
$15M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-640K- 58.48% |
$19.4M - $20M
|
454K
$16.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-691K- 83.77% |
$21M - $21.6M
|
134K
$4.93M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.99M- 99.89% |
$60.3M - $62.1M
|
2.12K
$78.1K
|