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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-28.1K- 43.19% |
$932K - $988K
|
37K
$1.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-31.3K- 26.27% |
$1.03M - $1.1M
|
87.7K
$3.76M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-31.6K- 48.98% |
$1.05M - $1.11M
|
32.9K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-33.7K- 76.73% |
$1.12M - $1.18M
|
10.2K
$439K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-34.8K- 10.16% |
$1.15M - $1.22M
|
307K
$13.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37.7K- 8.28% |
$1.25M - $1.32M
|
417K
$17.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-48.7K- 7.54% |
$1.61M - $1.71M
|
597K
$25.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-51K- 38.92% |
$1.69M - $1.79M
|
80K
$3.43M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-58.1K- 1.73% |
$1.92M - $2.04M
|
3.29M
$141M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-78.2K- 28.65% |
$2.59M - $2.75M
|
195K
$8.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-81K- 93.37% |
$2.68M - $2.84M
|
5.75K
$246K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-86.4K- 23.09% |
$2.86M - $3.03M
|
288K
$12.3M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-93.2K- 33.25% |
$3.08M - $3.27M
|
187K
$8.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-105K- 98.99% |
$3.49M - $3.7M
|
1.07K
$45.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-144K- 83.19% |
$4.78M - $5.06M
|
29.2K
$1.25M
|