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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
343+ 7.02% |
$10.8K - $11.4K
|
5.23K
$220K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
158New |
$4.96K - $5.27K
|
158
$6.66K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
77+ 65.25% |
$2.42K - $2.57K
|
195
$8.22K
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
60+ 0.34% |
$1.88K - $2K
|
17.5K
$737K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
34+ 0.51% |
$1.07K - $1.13K
|
6.76K
$285K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-47- 0.26% |
$1.48K - $1.57K
|
18.4K
$774K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-100- 0.42% |
$3.14K - $3.33K
|
23.7K
$1M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-101- 0.84% |
$3.17K - $3.37K
|
11.9K
$502K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-118- 5.39% |
$3.71K - $3.93K
|
2.07K
$87.3K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-121- 0.64% |
$3.8K - $4.03K
|
18.9K
$798K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-215- 0.42% |
$6.75K - $7.17K
|
50.7K
$2.14M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-265- 1.01% |
$8.32K - $8.84K
|
25.9K
$1.09M
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-270- 1.19% |
$8.48K - $9K
|
22.4K
$946K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-278- 0.85% |
$8.73K - $9.27K
|
32.5K
$1.37M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-300- 0.91% |
$9.42K - $10K
|
32.6K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-366- 0.56% |
$11.5K - $12.2K
|
64.7K
$2.73M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-577- 0.34% |
$18.1K - $19.2K
|
167K
$7.05M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-587- 7.87% |
$18.4K - $19.6K
|
6.87K
$290K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-682- 0.91% |
$21.4K - $22.7K
|
74.4K
$3.14M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1K- 1.75% |
$31.4K - $33.3K
|
56.2K
$2.37M
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.89K- 1.06% |
$59.3K - $63K
|
177K
$7.45M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.34K- 3.56% |
$73.3K - $77.8K
|
63.3K
$2.67M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.4K- 7.5% |
$75.3K - $79.9K
|
29.6K
$1.25M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3.03K- 4.76% |
$95.1K - $101K
|
60.6K
$2.56M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3.03K- 58.76% |
$95.2K - $101K
|
2.13K
$89.7K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-4.15K- 6.35% |
$130K - $138K
|
61.3K
$2.58M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.93K- 20.78% |
$218K - $231K
|
26.4K
$1.11M
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-8K- 13.21% |
$251K - $267K
|
52.6K
$2.22M
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-9.93K- 50.0% |
$312K - $331K
|
9.93K
$419K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-12.5K- 2.6% |
$392K - $417K
|
468K
$19.8M
|
|
|
May 12, 2023
Q1 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-15.9K- 53.96% |
$500K - $531K
|
13.6K
$573K
|
|
|
May 05, 2023
Q1 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-16.9K- 59.95% |
$531K - $564K
|
11.3K
$477K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-34.5K- 46.46% |
$1.08M - $1.15M
|
39.8K
$1.68M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-35.4K- 11.49% |
$1.11M - $1.18M
|
273K
$11.5M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-38.4K- 37.56% |
$1.21M - $1.28M
|
63.9K
$2.69M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-55.1K- 34.11% |
$1.73M - $1.84M
|
106K
$4.49M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-97.1K- 60.1% |
$3.05M - $3.24M
|
64.5K
$2.72M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-130K- 61.8% |
$4.07M - $4.32M
|
80.2K
$3.38M
|