Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-94- 0.1% |
$2.79K - $3.07K
|
97.5K
$3.59M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-266- 1.26% |
$7.89K - $8.69K
|
20.8K
$765K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-275- 2.45% |
$8.16K - $8.98K
|
11K
$404K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-381- 0.61% |
$11.3K - $12.4K
|
62.5K
$2.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-485- 4.26% |
$14.4K - $15.8K
|
10.9K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-515- 1.08% |
$15.3K - $16.8K
|
47.2K
$1.74M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-515- 10.55% |
$15.3K - $16.8K
|
4.37K
$161K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-530- 6.18% |
$15.7K - $17.3K
|
8.05K
$296K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-565- 0.4% |
$16.8K - $18.5K
|
142K
$5.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-590- 4.52% |
$17.5K - $19.3K
|
12.5K
$459K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-600- 8.78% |
$17.8K - $19.6K
|
6.23K
$230K
|
|
|
Jan 04, 2024
Q4 2023
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-652- 1.3% |
$19.3K - $21.3K
|
49.5K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-799- 1.7% |
$23.7K - $26.1K
|
46.2K
$1.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-851- 3.12% |
$25.2K - $27.8K
|
26.4K
$974K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-937- 1.91% |
$27.8K - $30.6K
|
48.2K
$1.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.09K- 5.52% |
$32.2K - $35.4K
|
18.6K
$684K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.75K- 60.45% |
$51.9K - $57.2K
|
1.15K
$42.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.92K- 1.08% |
$57K - $62.7K
|
176K
$6.49M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.97K- 2.46% |
$58.4K - $64.3K
|
78K
$2.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.57K- 28.97% |
$76.2K - $83.9K
|
6.3K
$232K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.8K- 2.53% |
$82.9K - $91.3K
|
108K
$3.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.92K- 23.24% |
$86.5K - $95.2K
|
9.63K
$355K
|
|
|
Jan 09, 2024
Q4 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-3K- 27.93% |
$89K - $97.9K
|
7.74K
$285K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.1K- 9.75% |
$91.9K - $101K
|
28.7K
$1.06M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3.19K- 6.86% |
$94.7K - $104K
|
43.3K
$1.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-3.38K- 3.47% |
$100K - $110K
|
94.2K
$3.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.09K- 4.37% |
$121K - $133K
|
89.3K
$3.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.2K- 34.69% |
$124K - $137K
|
7.9K
$291K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.38K- 3.98% |
$130K - $143K
|
106K
$3.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-5.4K- 12.38% |
$160K - $176K
|
38.2K
$1.41M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.85K- 38.36% |
$174K - $191K
|
9.4K
$346K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-6.46K- 48.83% |
$192K - $211K
|
6.77K
$249K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.6K- 11.06% |
$196K - $216K
|
53.1K
$1.96M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6.6K- 36.0% |
$196K - $216K
|
11.7K
$432K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-8.45K- 12.56% |
$251K - $276K
|
58.8K
$2.17M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-8.62KClosed |
$256K - $282K
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-8.7K- 48.77% |
$258K - $284K
|
9.14K
$337K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10.4K- 8.15% |
$308K - $339K
|
117K
$4.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.8K- 39.46% |
$319K - $351K
|
16.5K
$608K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.9K- 41.54% |
$323K - $356K
|
15.3K
$565K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.1K- 3.3% |
$358K - $394K
|
353K
$13M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-12.1K- 10.67% |
$360K - $396K
|
101K
$3.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.9K- 30.19% |
$472K - $519K
|
36.8K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-16K- 12.28% |
$474K - $522K
|
114K
$4.21M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-16.2K- 12.08% |
$479K - $528K
|
118K
$4.33M
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-16.5K- 72.18% |
$489K - $538K
|
6.35K
$234K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-17.7K- 27.56% |
$526K - $579K
|
46.6K
$1.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-21.4K- 48.46% |
$634K - $698K
|
22.7K
$837K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-23K- 42.81% |
$681K - $750K
|
30.7K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-30.1K- 42.41% |
$893K - $983K
|
40.9K
$1.51M
|