Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
92.6KNew |
$2.64M - $2.71M
|
92.6K
$3.35M
|
|
|
Jan 26, 2022
Q4 2021
|
Straight Path Wealth Management
|
BUY
|
- |
56KNew |
$1.6M - $1.64M
|
56K
$2.02M
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
44.7K+ 23.65% |
$1.28M - $1.31M
|
234K
$8.45M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
31.4KNew |
$897K - $919K
|
31.4K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
30.7KNew |
$877K - $898K
|
30.7K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
27.9KNew |
$796K - $815K
|
27.9K
$1.01M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.1KNew |
$287K - $294K
|
10.1K
$363K
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10KNew |
$287K - $294K
|
10K
$363K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.75K+ 82.85% |
$250K - $256K
|
19.3K
$697K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8.35KNew |
$238K - $244K
|
8.35K
$302K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.2KNew |
$234K - $240K
|
8.2K
$296K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.98K+ 7.82% |
$228K - $233K
|
110K
$3.97M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.9KNew |
$226K - $231K
|
7.9K
$285K
|
|
|
Feb 10, 2022
Q4 2021
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
7.84KNew |
$224K - $230K
|
7.84K
$283K
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
7.36KNew |
$210K - $215K
|
7.36K
$266K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.45K+ 201.4% |
$98.5K - $101K
|
5.16K
$187K
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
3.21K+ 15.8% |
$91.8K - $94K
|
23.6K
$851K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3KNew |
$85.7K - $87.8K
|
3K
$108K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
2.33K+ 780.6% |
$66.7K - $68.3K
|
2.63K
$95.1K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
1.72K+ 10.93% |
$49K - $50.2K
|
17.4K
$630K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.18K+ 9.25% |
$33.6K - $34.4K
|
13.9K
$501K
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
BUY
|
- |
1K+ 12.15% |
$28.6K - $29.3K
|
9.23K
$333K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
900New |
$25.7K - $26.3K
|
900
$32.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
754+ 5.04% |
$21.5K - $22.1K
|
15.7K
$567K
|
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
31+ 0.26% |
$885 - $907
|
11.8K
$427K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-16- 0.09% |
$457 - $468
|
18K
$650K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-50- 0.88% |
$1.43K - $1.46K
|
5.62K
$203K
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
SELL
|
- |
-94- 0.56% |
$2.68K - $2.75K
|
16.7K
$603K
|
|
|
Feb 14, 2022
Q4 2021
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-135- 0.47% |
$3.86K - $3.95K
|
28.6K
$1.03M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-156- 1.77% |
$4.46K - $4.56K
|
8.66K
$313K
|
|
|
Jan 14, 2022
Q4 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-200- 1.58% |
$5.71K - $5.85K
|
12.5K
$450K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-419- 1.36% |
$12K - $12.3K
|
30.3K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-436- 1.23% |
$12.5K - $12.8K
|
34.9K
$1.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.07K- 1.17% |
$30.4K - $31.2K
|
90K
$3.25M
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.13K- 13.64% |
$32.3K - $33.1K
|
7.16K
$259K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.2K- 0.68% |
$34.3K - $35.1K
|
174K
$6.3M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.84K- 74.07% |
$52.6K - $53.9K
|
645
$23.3K
|
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3.78K- 10.68% |
$108K - $111K
|
31.6K
$1.14M
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-4.02K- 3.54% |
$115K - $118K
|
110K
$3.96M
|
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-4.17K- 3.88% |
$119K - $122K
|
103K
$3.73M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.48K- 5.59% |
$185K - $190K
|
109K
$3.95M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.56K- 54.7% |
$187K - $192K
|
5.43K
$196K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.68K- 12.89% |
$191K - $195K
|
45.1K
$1.63M
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-8.41K- 7.19% |
$240K - $246K
|
109K
$3.92M
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-9.51KClosed |
$272K - $278K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Stone House Investment Management, LLC
|
SELL
|
- |
-10.9KClosed |
$312K - $320K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.8K- 20.92% |
$365K - $374K
|
48.4K
$1.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-28.5K- 7.37% |
$814K - $834K
|
358K
$12.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.5K- 69.73% |
$814K - $834K
|
12.4K
$447K
|