Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
61.1K+ 5.88% |
$2.1M - $2.2M
|
1.1M
$40.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
33.3KNew |
$1.14M - $1.2M
|
33.3K
$1.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
22.3K+ 0.99% |
$763K - $802K
|
2.27M
$83.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.4K+ 40.39% |
$632K - $664K
|
64K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15.2KNew |
$520K - $546K
|
15.2K
$558K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.2KNew |
$419K - $440K
|
12.2K
$450K
|
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
10.3K+ 19.68% |
$352K - $370K
|
62.5K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.45KNew |
$324K - $341K
|
9.45K
$348K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.56KNew |
$293K - $308K
|
8.56K
$315K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
7.35KNew |
$252K - $265K
|
7.35K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.85K+ 15.67% |
$235K - $247K
|
50.6K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
6.75KNew |
$232K - $243K
|
6.75K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
6.64K+ 90.93% |
$228K - $239K
|
13.9K
$514K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
6.32K+ 353.38% |
$217K - $228K
|
8.11K
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
5.05K+ 9.38% |
$173K - $182K
|
58.8K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.82K+ 2.11% |
$62.4K - $65.6K
|
88.1K
$3.24M
|
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.79KNew |
$61.3K - $64.5K
|
1.79K
$65.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.7KNew |
$58.3K - $61.3K
|
1.7K
$62.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
866New |
$29.7K - $31.2K
|
866
$31.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
464+ 7.01% |
$15.9K - $16.7K
|
7.08K
$261K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
413+ 1.29% |
$14.2K - $14.9K
|
32.5K
$1.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
295+ 1.15% |
$10.1K - $10.6K
|
26K
$959K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
50+ 0.31% |
$1.71K - $1.8K
|
16.1K
$594K
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
22+ 0.32% |
$754 - $793
|
6.98K
$257K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13+ 0.05% |
$446 - $469
|
28.4K
$1.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1- 0.01% |
$34.3 - $36
|
13.8K
$510K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2- 0.01% |
$68.6 - $72.1
|
18.1K
$667K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2- 0.01% |
$68.6 - $72.1
|
32.3K
$1.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18- 0.23% |
$617 - $649
|
7.65K
$282K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-19- 0.04% |
$652 - $685
|
43.2K
$1.59M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-28- 0.13% |
$960 - $1.01K
|
21.1K
$778K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-28- 0.22% |
$960 - $1.01K
|
12.8K
$470K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-37- 0.03% |
$1.27K - $1.33K
|
110K
$4.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-59- 0.14% |
$2.02K - $2.13K
|
42.5K
$1.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-67- 17.49% |
$2.3K - $2.41K
|
316
$11.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-70- 0.51% |
$2.4K - $2.52K
|
13.6K
$502K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-102- 0.78% |
$3.5K - $3.68K
|
12.9K
$475K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-106- 0.35% |
$3.63K - $3.82K
|
29.8K
$1.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-162- 0.98% |
$5.55K - $5.84K
|
16.4K
$603K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-194- 0.36% |
$6.65K - $6.99K
|
53K
$1.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-196- 0.4% |
$6.72K - $7.06K
|
48.2K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-200- 0.76% |
$6.86K - $7.21K
|
26K
$958K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-235- 0.55% |
$8.06K - $8.47K
|
42.4K
$1.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-267- 3.73% |
$9.16K - $9.62K
|
6.88K
$254K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-320- 1.67% |
$11K - $11.5K
|
18.8K
$692K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-345- 5.43% |
$11.8K - $12.4K
|
6.01K
$221K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-348- 2.96% |
$11.9K - $12.5K
|
11.4K
$420K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-372- 0.56% |
$12.8K - $13.4K
|
66.4K
$2.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-514- 3.39% |
$17.6K - $18.5K
|
14.6K
$539K
|