Purchases and Sales Made in Q1 2023 in Innovator U.S. Equity Power Bu (PJAN)

PJAN Quotes by TradingView

This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJAN) during Q1 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
May 11, 2023 Q1 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
218K
New
$6.83M - $7.26M
218K $9.18M
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
215K
+ 37.0%
$6.74M - $7.16M
795K $33.5M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
150K
+ 30.33%
$4.72M - $5.01M
645K $27.2M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
146K
+ 47.45%
$4.6M - $4.88M
455K $19.2M
Apr 11, 2023 Q1 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
120K
+ 126.55%
$3.78M - $4.01M
215K $9.08M
Apr 20, 2023 Q1 2023
Compass Advisory Group LLC

BUY
 -
114K
+ 39.63%
$3.58M - $3.8M
402K $16.9M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
94K
+ 33.57%
$2.95M - $3.13M
374K $15.8M
May 15, 2023 Q1 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
86.7K
New
$2.72M - $2.89M
86.7K $3.66M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
83K
+ 80.74%
$2.61M - $2.77M
186K $7.84M
Apr 06, 2023 Q1 2023
Cra Financial Services, LLC

BUY
 -
72.9K
+ 125.51%
$2.29M - $2.43M
131K $5.52M
Apr 24, 2023 Q1 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
68.6K
+ 15.0%
$2.15M - $2.29M
526K $22.2M
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
67K
+ 128.81%
$2.1M - $2.23M
119K $5.02M
May 15, 2023 Q1 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
65.9K
+ 2.01%
$2.07M - $2.2M
3.35M $141M
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
50.1K
+ 111.49%
$1.57M - $1.67M
95K $4.01M
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
34.7K
+ 134.88%
$1.09M - $1.16M
60.4K $2.55M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
34.5K
+ 86.77%
$1.08M - $1.15M
74.4K $3.14M
May 10, 2023 Q1 2023
3 Edge Asset Management, LP

BUY
 -
34.4K
New
$1.08M - $1.15M
34.4K $1.45M
May 08, 2023 Q1 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
34.1K
New
$1.07M - $1.14M
34.1K $1.44M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
31.4K
New
$985K - $1.05M
31.4K $1.32M
Apr 14, 2023 Q1 2023
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
30K
+ 195.58%
$941K - $1M
45.3K $1.91M
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
29.9K
+ 49.23%
$940K - $998K
90.8K $3.83M
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
27.4K
+ 72.38%
$859K - $912K
65.2K $2.75M
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
26K
+ 340.54%
$815K - $866K
33.6K $1.42M
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
24.9K
+ 3684.89%
$781K - $829K
25.5K $1.08M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
24.1K
New
$758K - $805K
24.1K $1.02M
May 10, 2023 Q1 2023
Wealth Alliance

Mellville, NY
BUY
 -
24.1K
+ 77.18%
$757K - $804K
55.4K $2.33M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
23.9K
+ 19.6%
$751K - $798K
146K $6.16M
May 11, 2023 Q1 2023
American Asset Management Inc.

BUY
 -
20.7K
New
$649K - $689K
20.7K $872K
Apr 11, 2023 Q1 2023
Smith Anglin Financial, LLC

BUY
 -
20.1K
New
$632K - $671K
20.1K $848K
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
20.1K
+ 95.77%
$632K - $671K
41.1K $1.73M
Apr 28, 2023 Q1 2023
Elmwood Wealth Management, Inc.

BUY
 -
19.7K
+ 31.02%
$617K - $655K
83K $3.5M
Apr 17, 2023 Q1 2023
Atticus Wealth Management, LLC

BUY
 -
19.4K
New
$608K - $645K
19.4K $816K
Apr 20, 2023 Q1 2023
Global Strategic Investment Solutions, LLC

BUY
 -
18.2K
New
$571K - $606K
18.2K $766K
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
17.6K
New
$552K - $587K
17.6K $742K
May 12, 2023 Q1 2023
Old Mission Capital LLC

BUY
 -
17.6K
New
$551K - $585K
17.6K $740K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
16.3K
+ 31.2%
$512K - $544K
68.6K $2.89M
Apr 07, 2023 Q1 2023
Keystone Wealth Services, LLC

BUY
 -
15.6K
+ 149.56%
$489K - $519K
26K $1.1M
May 15, 2023 Q1 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
15.5K
New
$486K - $516K
15.5K $652K
May 11, 2023 Q1 2023
Firestone Capital Management

BUY
 -
15.3K
New
$481K - $511K
15.3K $646K
Apr 21, 2023 Q1 2023
My Personal Cfo, LLC

BUY
 -
14.7K
+ 1002.24%
$463K - $492K
16.2K $684K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
14K
+ 48.92%
$441K - $468K
42.7K $1.8M
Apr 10, 2023 Q1 2023
Bcs Wealth Management

BUY
 -
13.3K
+ 79.55%
$418K - $444K
30.1K $1.27M
May 05, 2023 Q1 2023
Delta Investment Management, LLC

BUY
 -
13K
New
$408K - $433K
13K $548K
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
11.6K
+ 35.84%
$364K - $387K
44K $1.85M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
11.1K
+ 17.41%
$349K - $371K
75K $3.16M
Apr 06, 2023 Q1 2023
Alliance Wealth Advisors, LLC

BUY
 -
11.1K
New
$349K - $370K
11.1K $468K
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
11.1K
+ 72.67%
$348K - $369K
26.3K $1.11M
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
10.9K
New
$341K - $362K
10.9K $458K
Apr 18, 2023 Q1 2023
Parkside Investments, LLC

BUY
 -
10.8K
+ 59.72%
$338K - $358K
28.8K $1.21M

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