Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-170- 0.76% |
$5.63K - $5.97K
|
22.3K
$955K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-183- 0.71% |
$6.06K - $6.43K
|
25.7K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-199- 0.88% |
$6.59K - $6.99K
|
22.3K
$957K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-200- 1.29% |
$6.62K - $7.02K
|
15.3K
$655K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-200- 0.28% |
$6.62K - $7.02K
|
71.1K
$3.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-226- 1.29% |
$7.48K - $7.93K
|
17.2K
$740K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-265- 0.78% |
$8.77K - $9.3K
|
33.7K
$1.44M
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-265- 1.4% |
$8.77K - $9.3K
|
18.7K
$800K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-296- 1.12% |
$9.8K - $10.4K
|
26K
$1.12M
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-318- 9.97% |
$10.5K - $11.2K
|
2.87K
$123K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-435- 3.35% |
$14.4K - $15.3K
|
12.6K
$538K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-479- 0.76% |
$15.9K - $16.8K
|
62.8K
$2.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-572- 0.26% |
$18.9K - $20.1K
|
217K
$9.31M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-636- 2.06% |
$21.1K - $22.3K
|
30.3K
$1.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-711- 0.71% |
$23.5K - $25K
|
99K
$4.25M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-915- 1.65% |
$30.3K - $32.1K
|
54.4K
$2.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.03K- 5.76% |
$34.1K - $36.2K
|
16.9K
$723K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.27K- 3.79% |
$42.2K - $44.7K
|
32.3K
$1.39M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.28K- 3.12% |
$42.4K - $45K
|
39.8K
$1.71M
|
|
|
Jul 20, 2023
Q2 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.4K- 5.11% |
$46.4K - $49.2K
|
26K
$1.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.59K- 0.95% |
$52.7K - $55.9K
|
166K
$7.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.03K- 56.75% |
$67.1K - $71.2K
|
1.55K
$66.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.17K- 7.98% |
$71.8K - $76.2K
|
25K
$1.07M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.3K- 8.71% |
$76.2K - $80.8K
|
24.1K
$1.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.6K- 8.79% |
$86K - $91.2K
|
27K
$1.16M
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
SELL
|
- |
-2.8K- 9.31% |
$92.7K - $98.3K
|
27.3K
$1.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.93K- 3.22% |
$96.8K - $103K
|
87.8K
$3.77M
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-3.17K- 4.62% |
$105K - $111K
|
65.4K
$2.81M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.18K- 9.92% |
$105K - $112K
|
28.9K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.3K- 2.46% |
$109K - $116K
|
131K
$5.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3.86K- 6.37% |
$128K - $136K
|
56.8K
$2.43M
|
|
|
Jul 14, 2023
Q2 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-3.98K- 11.55% |
$132K - $140K
|
30.5K
$1.31M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.08K- 6.69% |
$135K - $143K
|
56.8K
$2.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-5K- 11.41% |
$166K - $176K
|
38.8K
$1.67M
|
|
|
Oct 12, 2023
Q2 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-6.36K- 46.87% |
$211K - $223K
|
7.21K
$309K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.38K- 13.46% |
$211K - $224K
|
41K
$1.76M
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-6.54K- 46.82% |
$216K - $229K
|
7.42K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7K- 28.99% |
$232K - $246K
|
17.1K
$735K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-7.04K- 30.06% |
$233K - $247K
|
16.4K
$702K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.5K- 17.55% |
$248K - $263K
|
35.2K
$1.51M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.76K- 5.31% |
$257K - $272K
|
138K
$5.93M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.27K- 8.6% |
$307K - $325K
|
98.5K
$4.23M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-9.48K- 48.99% |
$314K - $333K
|
9.87K
$423K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.1K- 17.44% |
$433K - $459K
|
61.9K
$2.66M
|
|
|
Jul 07, 2023
Q2 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-18K- 62.61% |
$596K - $632K
|
10.8K
$461K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-20.1K- 39.56% |
$664K - $704K
|
30.6K
$1.31M
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-21.2K- 34.67% |
$703K - $746K
|
40K
$1.72M
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-21.9K- 12.4% |
$726K - $769K
|
155K
$6.64M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-22.7K- 33.1% |
$752K - $797K
|
45.9K
$1.97M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-25.8K- 56.99% |
$855K - $906K
|
19.5K
$835K
|