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 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-34- 2.16% |
$1.25K - $1.33K
|
1.54K
$64.9K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-39- 0.04% |
$1.44K - $1.53K
|
102K
$4.31M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-48- 0.29% |
$1.77K - $1.88K
|
16.7K
$703K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-98- 41.88% |
$3.61K - $3.83K
|
136
$5.74K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-126- 0.93% |
$4.65K - $4.93K
|
13.4K
$566K
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-325- 2.16% |
$12K - $12.7K
|
14.7K
$620K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-343- 4.65% |
$12.6K - $13.4K
|
7.04K
$297K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-343- 4.65% |
$12.6K - $13.4K
|
7.04K
$297K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-457- 2.01% |
$16.9K - $17.9K
|
22.3K
$939K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-538- 0.61% |
$19.8K - $21K
|
87.6K
$3.69M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-575- 3.11% |
$21.2K - $22.5K
|
17.9K
$755K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-954- 3.87% |
$35.2K - $37.3K
|
23.7K
$1M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.06K- 2.31% |
$39.1K - $41.5K
|
44.8K
$1.89M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.12K- 1.52% |
$41.3K - $43.8K
|
72.7K
$3.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.29K- 4.21% |
$47.7K - $50.6K
|
29.4K
$1.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 4.83% |
$55.3K - $58.7K
|
29.6K
$1.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.93K- 7.7% |
$71.3K - $75.6K
|
23.1K
$976K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.97K- 20.31% |
$72.5K - $76.9K
|
7.71K
$325K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.14K- 4.92% |
$78.7K - $83.5K
|
41.2K
$1.74M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.9K- 7.88% |
$107K - $113K
|
33.9K
$1.43M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.23K- 13.14% |
$119K - $126K
|
21.4K
$901K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.27K- 13.71% |
$121K - $128K
|
20.6K
$868K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3.43K- 5.14% |
$126K - $134K
|
63.3K
$2.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-4.14K- 5.9% |
$152K - $162K
|
65.9K
$2.78M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.36K- 44.21% |
$161K - $171K
|
5.51K
$232K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-4.87K- 2.76% |
$179K - $190K
|
171K
$7.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-5.14K- 20.39% |
$189K - $201K
|
20.1K
$846K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-5.41K- 22.13% |
$200K - $212K
|
19K
$803K
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-5.99K- 22.07% |
$221K - $234K
|
21.1K
$891K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-24.5K- 3.12% |
$903K - $958K
|
760K
$32.1M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-24.9K- 35.28% |
$917K - $972K
|
45.6K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-26.3K- 39.97% |
$970K - $1.03M
|
39.5K
$1.67M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-28.2K- 46.89% |
$1.04M - $1.1M
|
31.9K
$1.34M
|
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-172K- 75.94% |
$6.33M - $6.71M
|
54.4K
$2.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-183K- 95.28% |
$6.76M - $7.17M
|
9.08K
$383K
|