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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
32.5K+ 137.98% |
$1.2M - $1.27M
|
56.1K
$2.37M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
32.3KNew |
$1.19M - $1.26M
|
32.3K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
30.5KNew |
$1.12M - $1.19M
|
30.5K
$1.29M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
27.8K+ 87.01% |
$1.03M - $1.09M
|
59.7K
$2.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
27.7KNew |
$1.02M - $1.08M
|
27.7K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
27.3K+ 59.06% |
$1.01M - $1.07M
|
73.6K
$3.11M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
27.2K+ 153.2% |
$1M - $1.07M
|
45K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
26.6KNew |
$980K - $1.04M
|
26.6K
$1.12M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
25.7K+ 233.41% |
$948K - $1.01M
|
36.7K
$1.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
24.9KNew |
$918K - $973K
|
24.9K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.5KNew |
$867K - $920K
|
23.5K
$992K
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
21.6KNew |
$797K - $845K
|
21.6K
$911K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21.6KNew |
$796K - $844K
|
21.6K
$910K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
21K+ 131.53% |
$775K - $822K
|
37K
$1.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
19.6KNew |
$722K - $765K
|
19.6K
$825K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
19.4K+ 53.05% |
$714K - $757K
|
55.8K
$2.35M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18.8K+ 762.78% |
$693K - $735K
|
21.3K
$896K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.9K+ 243.24% |
$658K - $698K
|
25.2K
$1.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
17.8K+ 79.98% |
$658K - $698K
|
40.2K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
17.8K+ 87.6% |
$657K - $696K
|
38.1K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
17.8K+ 39.29% |
$655K - $695K
|
63K
$2.66M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.1K+ 7.68% |
$630K - $668K
|
239K
$10.1M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.3KNew |
$566K - $600K
|
15.3K
$647K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
15KNew |
$554K - $588K
|
15K
$634K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14.7K+ 3950.54% |
$542K - $575K
|
15.1K
$635K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
14.3KNew |
$529K - $561K
|
14.3K
$605K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
14K+ 26.44% |
$517K - $548K
|
67K
$2.83M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
14KNew |
$515K - $547K
|
14K
$589K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
13.8KNew |
$508K - $539K
|
13.8K
$581K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
13.7KNew |
$507K - $537K
|
13.7K
$579K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
12.5K+ 145.19% |
$459K - $487K
|
21K
$887K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
12.1KNew |
$447K - $474K
|
12.1K
$511K
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
11.7KNew |
$431K - $457K
|
11.7K
$492K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.7K+ 183.06% |
$431K - $457K
|
18.1K
$761K
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
11.5K+ 45.6% |
$425K - $451K
|
36.8K
$1.55M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.9K+ 97.85% |
$403K - $428K
|
22.1K
$933K
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
10.7KNew |
$393K - $417K
|
10.7K
$449K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.3K+ 85.16% |
$379K - $402K
|
22.3K
$942K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.1K+ 132.57% |
$371K - $394K
|
17.7K
$744K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10K+ 923.55% |
$369K - $391K
|
11.1K
$467K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
9.86K+ 73.55% |
$364K - $386K
|
23.3K
$981K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.82KNew |
$362K - $384K
|
9.82K
$414K
|
|
|
May 20, 2024
Q1 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
9.37KNew |
$346K - $366K
|
9.37K
$395K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.13K+ 96.98% |
$337K - $357K
|
18.5K
$782K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
9.02KNew |
$333K - $353K
|
9.02K
$380K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
8.88KNew |
$327K - $347K
|
8.88K
$374K
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
8.69KNew |
$320K - $340K
|
8.69K
$366K
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
8.2KNew |
$303K - $321K
|
8.2K
$346K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.15K+ 25.93% |
$301K - $319K
|
39.6K
$1.67M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
8.11K+ 42.98% |
$299K - $317K
|
27K
$1.14M
|