Purchases and Sales Made in Q1 2024 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 2024. 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 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.09M+ 1088.94% |
$40.1M - $42.5M
|
1.19M
$50M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
706K+ 267.06% |
$26M - $27.6M
|
970K
$40.9M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
637K+ 564.09% |
$23.5M - $24.9M
|
750K
$31.6M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
525K+ 317.78% |
$19.3M - $20.5M
|
690K
$29.1M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
511K+ 2048.26% |
$18.8M - $20M
|
536K
$22.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
494K+ 6258.6% |
$18.2M - $19.3M
|
502K
$21.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
484K+ 220.53% |
$17.8M - $18.9M
|
703K
$29.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
474K+ 77.0% |
$17.5M - $18.6M
|
1.09M
$46M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
432KNew |
$15.9M - $16.9M
|
432K
$18.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
367KNew |
$13.5M - $14.4M
|
367K
$15.5M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
240KNew |
$8.86M - $9.4M
|
240K
$10.1M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
232KNew |
$8.56M - $9.07M
|
232K
$9.78M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
217K+ 1218.66% |
$7.99M - $8.47M
|
234K
$9.88M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
147K+ 4.09% |
$5.43M - $5.76M
|
3.75M
$158M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
122K+ 41.03% |
$4.51M - $4.79M
|
421K
$17.7M
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
102KNew |
$3.75M - $3.98M
|
102K
$4.29M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
95.2K+ 633.97% |
$3.51M - $3.72M
|
110K
$4.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
85.6K+ 213.22% |
$3.16M - $3.35M
|
126K
$5.3M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
80.9K+ 382.23% |
$2.98M - $3.16M
|
102K
$4.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
80.4KNew |
$2.96M - $3.14M
|
80.4K
$3.39M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
79K+ 229.27% |
$2.91M - $3.09M
|
113K
$4.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
77.7KNew |
$2.87M - $3.04M
|
77.7K
$3.28M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
74K+ 214.02% |
$2.73M - $2.9M
|
109K
$4.58M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
73.2K+ 18.19% |
$2.7M - $2.86M
|
476K
$20.1M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
71.8K+ 784.95% |
$2.65M - $2.81M
|
81K
$3.42M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
68.6K+ 68.6% |
$2.53M - $2.68M
|
169K
$7.11M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
67.1K+ 8.29% |
$2.48M - $2.62M
|
877K
$37M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.4K+ 93.15% |
$2.38M - $2.52M
|
134K
$5.63M
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
61.2K+ 41.51% |
$2.26M - $2.39M
|
209K
$8.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
60.9K+ 23.69% |
$2.25M - $2.38M
|
318K
$13.4M
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
56.8K+ 25.77% |
$2.1M - $2.22M
|
277K
$11.7M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
56.2KNew |
$2.07M - $2.2M
|
56.2K
$2.37M
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
55.1KNew |
$2.03M - $2.16M
|
55.1K
$2.33M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
51.8K+ 134.24% |
$1.91M - $2.02M
|
90.3K
$3.81M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
50.8K+ 50.64% |
$1.87M - $1.99M
|
151K
$6.37M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
50.6K+ 81.48% |
$1.87M - $1.98M
|
113K
$4.76M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
49.8KNew |
$1.84M - $1.95M
|
49.8K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
49.6K+ 40.99% |
$1.83M - $1.94M
|
171K
$7.19M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48.7KNew |
$1.8M - $1.9M
|
48.7K
$2.05M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47.6K+ 33.19% |
$1.76M - $1.86M
|
191K
$8.05M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
45.6K+ 231.72% |
$1.68M - $1.78M
|
65.3K
$2.75M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
45.1K+ 78.18% |
$1.66M - $1.76M
|
103K
$4.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
42KNew |
$1.55M - $1.64M
|
42K
$1.77M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
40.3K+ 51.79% |
$1.49M - $1.58M
|
118K
$4.98M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40.3K+ 471.53% |
$1.48M - $1.57M
|
48.8K
$2.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39K+ 100.58% |
$1.44M - $1.53M
|
77.8K
$3.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
38.2KNew |
$1.41M - $1.49M
|
38.2K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
35.7KNew |
$1.32M - $1.4M
|
35.7K
$1.51M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
34.7K+ 385.32% |
$1.28M - $1.36M
|
43.7K
$1.84M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
33K+ 59.99% |
$1.22M - $1.29M
|
88K
$3.71M
|