Purchases and Sales Made in Q1 2023 in Innovator U.S. Equity Power Bu (PJAN)
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 |
---|---|---|---|---|---|---|---|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
9.92KNew |
$312K - $331K
|
9.92K
$410K
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
8.96K+ 9.87% |
$281K - $299K
|
99.7K
$4.12M
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
8.68K+ 24.67% |
$272K - $289K
|
43.9K
$1.81M
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.49KNew |
$267K - $283K
|
8.49K
$351K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.23K+ 25.6% |
$258K - $274K
|
40.3K
$1.67M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.04K+ 15.2% |
$252K - $268K
|
60.9K
$2.52M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.95K+ 6.31% |
$249K - $265K
|
134K
$5.54M
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.84K+ 30.08% |
$246K - $262K
|
33.9K
$1.4M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.82KNew |
$246K - $261K
|
7.82K
$324K
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
7.66K+ 4.62% |
$240K - $255K
|
173K
$7.17M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
7.5KNew |
$236K - $250K
|
7.5K
$310K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.19K+ 6.85% |
$226K - $240K
|
112K
$4.64M
|
|
Apr 07, 2023
Q1 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
7.1KNew |
$223K - $237K
|
7.1K
$294K
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
7.02K+ 19.14% |
$220K - $234K
|
43.7K
$1.81M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.76KNew |
$212K - $225K
|
6.76K
$279K
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.56KNew |
$206K - $219K
|
6.56K
$271K
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.5K+ 54.24% |
$204K - $217K
|
18.5K
$764K
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6.45KNew |
$202K - $215K
|
6.45K
$267K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6.4KNew |
$201K - $213K
|
6.4K
$265K
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
6.16KNew |
$193K - $205K
|
6.16K
$255K
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
6KNew |
$188K - $200K
|
6K
$248K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.9K+ 1225.78% |
$185K - $197K
|
6.38K
$264K
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.43K+ 21.47% |
$171K - $181K
|
30.7K
$1.27M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.41K+ 18.98% |
$170K - $180K
|
33.9K
$1.4M
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
5.23K+ 1.9% |
$164K - $174K
|
280K
$11.6M
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4.9KNew |
$154K - $163K
|
4.9K
$203K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.8K+ 11.27% |
$151K - $160K
|
47.4K
$1.96M
|
|
Apr 19, 2023
Q1 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
4.33K+ 18.76% |
$136K - $144K
|
27.4K
$1.13M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.94KNew |
$124K - $131K
|
3.94K
$163K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
3.57KNew |
$112K - $119K
|
3.57K
$148K
|
|
May 05, 2023
Q1 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
3.5K+ 8.63% |
$110K - $117K
|
44K
$1.82M
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3.19KNew |
$100K - $106K
|
3.19K
$132K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.13K+ 7.41% |
$98.1K - $104K
|
45.3K
$1.87M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.77K+ 13.58% |
$86.9K - $92.3K
|
23.1K
$957K
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.74K+ 13.88% |
$86.1K - $91.4K
|
22.5K
$931K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.63KNew |
$82.5K - $87.6K
|
2.63K
$109K
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.39K+ 14.38% |
$75K - $79.6K
|
19K
$786K
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.38K+ 11.31% |
$74.7K - $79.3K
|
23.4K
$968K
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
BUY
|
- |
2.36K+ 20.34% |
$74.1K - $78.6K
|
14K
$577K
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.32K+ 13.32% |
$72.8K - $77.3K
|
19.7K
$816K
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.22K+ 7.75% |
$69.8K - $74.1K
|
30.9K
$1.28M
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.07KNew |
$65K - $69K
|
2.07K
$85.6K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.45K+ 20.52% |
$45.5K - $48.3K
|
8.5K
$352K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.38K+ 1439.58% |
$43.4K - $46.1K
|
1.48K
$61.1K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.25K+ 1.0% |
$39.2K - $41.6K
|
126K
$5.22M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.2K+ 4.61% |
$37.6K - $39.9K
|
27.2K
$1.13M
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
889+ 0.26% |
$27.9K - $29.6K
|
342K
$14.1M
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
700+ 3.95% |
$22K - $23.3K
|
18.4K
$762K
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
461New |
$14.5K - $15.4K
|
461
$19.1K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
370+ 2.11% |
$11.6K - $12.3K
|
17.9K
$740K
|