Purchases and Sales Made in Q4 2022 in Innovator U.S. Equity Power Bu (PFEB)

PFEB Quotes by TradingView

This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PFEB) during Q4 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
Feb 09, 2023 Q4 2022
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
124K
New
$3.3M - $3.55M
124K $4.58M
Feb 13, 2023 Q4 2022
Penserra Capital Management LLC

Orinda, CA
BUY
 -
77.1K
+ 17.9%
$2.05M - $2.2M
508K $18.7M
Feb 07, 2023 Q4 2022
Lincoln National Corp

BUY
 -
48.8K
+ 18.7%
$1.3M - $1.4M
310K $11.4M
Jan 19, 2023 Q4 2022
Stratos Wealth Advisors, LLC

BUY
 -
41K
+ 134.4%
$1.09M - $1.17M
71.5K $2.64M
Feb 15, 2023 Q4 2022
Cerity Partners LLC

New York, NY
BUY
 -
19K
New
$505K - $543K
19K $700K
Feb 14, 2023 Q4 2022
Mariner, LLC

Overland Park, KS
BUY
 -
15.3K
New
$407K - $437K
15.3K $564K
Jan 18, 2023 Q4 2022
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
15.1K
New
$402K - $432K
15.1K $556K
Jan 12, 2023 Q4 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
10.7K
New
$286K - $307K
10.7K $396K
Feb 14, 2023 Q4 2022
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
8.1K
New
$215K - $231K
8.1K $298K
Feb 09, 2023 Q4 2022
Corrado Advisors, LLC

Ramsey, NJ
BUY
 -
3.99K
New
$106K - $114K
3.99K $147K
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

BUY
 -
3.1K
+ 13.73%
$82.4K - $88.6K
25.7K $946K
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
2.97K
New
$78.8K - $84.7K
2.97K $109K
Feb 08, 2023 Q4 2022
Ubs Group Ag

BUY
 -
2.6K
+ 339.74%
$69.1K - $74.3K
3.36K $124K
Feb 07, 2023 Q4 2022
Envestnet Asset Management Inc

BUY
 -
1.99K
+ 4.6%
$52.8K - $56.8K
45.1K $1.66M
Feb 14, 2023 Q4 2022
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
1.71K
New
$45.3K - $48.7K
1.71K $62.8K
Feb 09, 2023 Q4 2022
Chicago Partners Investment Group LLC

BUY
 -
1.03K
+ 9.87%
$27.4K - $29.4K
11.5K $422K
Jan 19, 2023 Q4 2022
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
1K
New
$26.6K - $28.6K
1K $36.8K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
811
New
$21.6K - $23.2K
811 $29.9K
Feb 10, 2023 Q4 2022
Blair William & CO

Chicago, IL
BUY
 -
490
New
$13K - $14K
490 $18.1K
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
2
New
$53.2 - $57.2
2 $73.7
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 14, 2023 Q4 2022
First Commonwealth Financial Corp

Indiana, PA
SELL
 -
-100
- 0.21%
$2.66K - $2.86K
48.1K $1.77M
Feb 24, 2023 Q4 2022
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-102
- 0.92%
$2.71K - $2.92K
10.9K $403K
Feb 17, 2023 Q4 2022
Truist Financial Corp

SELL
 -
-128
- 0.16%
$3.4K - $3.66K
81.6K $3.01M
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

SELL
 -
-324
- 0.51%
$8.62K - $9.26K
63.1K $2.32M
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
SELL
 -
-719
- 19.89%
$19.1K - $20.5K
2.9K $107K
Feb 13, 2023 Q4 2022
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-735
- 6.56%
$19.5K - $21K
10.5K $386K
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-860
- 3.06%
$22.9K - $24.6K
27.2K $1M
Feb 13, 2023 Q4 2022
Bellwether Advisors, LLC

SELL
 -
-945
- 0.87%
$25.1K - $27K
107K $3.95M
Feb 15, 2023 Q4 2022
Wealth Plan Investment Management, LLC

Omaha, NE
SELL
 -
-1.35K
- 12.36%
$35.9K - $38.6K
9.59K $353K
Feb 14, 2023 Q4 2022
Cetera Advisors LLC

Denver, CO
SELL
 -
-1.39K
- 7.49%
$36.9K - $39.6K
17.1K $631K
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-1.47K
- 2.09%
$39.2K - $42.1K
69.1K $2.55M
Jan 12, 2023 Q4 2022
Gill Capital Partners, LLC

Denver, CO
SELL
 -
-1.55K
- 2.85%
$41.2K - $44.3K
52.8K $1.95M
Jan 09, 2023 Q4 2022
Brookstone Capital Management

SELL
 -
-1.86K
- 1.05%
$49.4K - $53.1K
175K $6.46M
Feb 03, 2023 Q4 2022
Dhjj Financial Advisors, Ltd.

SELL
 -
-1.86K
- 13.01%
$49.5K - $53.2K
12.4K $458K
Jan 24, 2023 Q4 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-1.87K
- 2.06%
$49.6K - $53.3K
88.8K $3.27M
Feb 07, 2023 Q4 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-2K
- 13.21%
$53.2K - $57.2K
13.1K $484K
Feb 14, 2023 Q4 2022
Better Money Decisions, LLC

SELL
 -
-2.7K
- 6.24%
$71.8K - $77.2K
40.6K $1.5M
Nov 07, 2023 Q4 2022
Sutton Wealth Advisors Inc.

Tampa, FL
SELL
 -
-3.42K
- 11.31%
$90.8K - $97.6K
26.8K $987K
Feb 08, 2023 Q4 2022
Inter Ocean Capital Group, LLC

Nashville, TN
SELL
 -
-3.44K
- 8.14%
$91.5K - $98.3K
38.8K $1.43M
Feb 14, 2023 Q4 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-4.01K
- 3.45%
$107K - $115K
112K $4.13M
Jan 13, 2023 Q4 2022
Range Financial Group LLC

SELL
 -
-4.22K
- 7.58%
$112K - $121K
51.4K $1.89M
Feb 02, 2023 Q4 2022
Forvis Wealth Advisors, LLC

SELL
 -
-4.45K
- 6.43%
$118K - $127K
64.8K $2.39M
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-4.66K
- 5.68%
$124K - $133K
77.5K $2.85M
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

SELL
 -
-5.76K
- 1.57%
$153K - $165K
362K $13.3M
Jan 10, 2023 Q4 2022
Bcs Wealth Management

SELL
 -
-5.77K
- 12.34%
$153K - $165K
41K $1.51M
Feb 09, 2023 Q4 2022
Mai Capital Management

SELL
 -
-12K
- 35.66%
$320K - $344K
21.7K $800K
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-15.1K
- 26.09%
$400K - $430K
42.6K $1.57M
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-19.6K
- 9.37%
$521K - $560K
190K $6.98M

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