Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
314KNew |
$12M - $12.6M
|
314K
$13.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
265K+ 27.36% |
$10.1M - $10.7M
|
1.24M
$52.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
194K+ 115.25% |
$7.42M - $7.82M
|
363K
$15.3M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
52.2KNew |
$1.99M - $2.1M
|
52.2K
$2.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
30.4K+ 3.46% |
$1.16M - $1.22M
|
907K
$38.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.1K+ 115.32% |
$1.04M - $1.09M
|
50.6K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
22KNew |
$842K - $887K
|
22K
$930K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
20.5KNew |
$784K - $826K
|
20.5K
$866K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
19.9K+ 20.5% |
$762K - $803K
|
117K
$4.95M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.3K+ 14.44% |
$737K - $777K
|
153K
$6.45M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.1K+ 117.84% |
$690K - $727K
|
33.4K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
14.8KNew |
$566K - $597K
|
14.8K
$626K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.5KNew |
$477K - $503K
|
12.5K
$528K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
11.3KNew |
$432K - $455K
|
11.3K
$477K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
10KNew |
$384K - $404K
|
10K
$424K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
10K+ 12.48% |
$383K - $404K
|
90.4K
$3.82M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.85K+ 1.4% |
$376K - $396K
|
713K
$30.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.7K+ 170.55% |
$370K - $390K
|
15.4K
$649K
|
|
|
Aug 15, 2024
Q2 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
9.23K+ 10.49% |
$353K - $372K
|
97.2K
$4.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
8.43KNew |
$322K - $339K
|
8.43K
$356K
|
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
7.91K+ 3.79% |
$302K - $319K
|
217K
$9.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.86K+ 27.23% |
$262K - $276K
|
32.1K
$1.35M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
6.27KNew |
$239K - $252K
|
6.27K
$265K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6.26KNew |
$239K - $252K
|
6.26K
$264K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.24KNew |
$238K - $251K
|
6.24K
$263K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.47KNew |
$209K - $220K
|
5.47K
$231K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
5.31K+ 28.18% |
$203K - $214K
|
24.2K
$1.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.08KNew |
$194K - $205K
|
5.08K
$214K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5.02KNew |
$192K - $202K
|
5.02K
$212K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.56K+ 11.55% |
$174K - $184K
|
44K
$1.86M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.06K+ 19.02% |
$155K - $164K
|
25.4K
$1.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.63K+ 8.32% |
$139K - $146K
|
47.3K
$2M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.92K+ 315.77% |
$112K - $118K
|
3.85K
$163K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
2.85K+ 5.51% |
$109K - $115K
|
54.5K
$2.3M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.7K+ 43.59% |
$103K - $109K
|
8.89K
$375K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.5K+ 27.73% |
$95.5K - $101K
|
11.5K
$486K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.46K+ 1.96% |
$94K - $99K
|
128K
$5.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.23K+ 2.36% |
$85.3K - $89.9K
|
96.9K
$4.09M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.2KNew |
$84.1K - $88.7K
|
2.2K
$92.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.86K+ 0.4% |
$71.1K - $74.9K
|
470K
$19.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.53K+ 36.66% |
$58.6K - $61.8K
|
5.72K
$241K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.05K+ 11.27% |
$40.1K - $42.2K
|
10.4K
$437K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
973+ 63.18% |
$37.2K - $39.2K
|
2.51K
$106K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
902+ 5.11% |
$34.5K - $36.3K
|
18.6K
$783K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
780+ 8.78% |
$29.8K - $31.4K
|
9.66K
$408K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
234+ 0.08% |
$8.94K - $9.42K
|
278K
$11.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
203+ 149.26% |
$7.75K - $8.17K
|
339
$14.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
183+ 0.5% |
$6.99K - $7.37K
|
37K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
138+ 0.62% |
$5.27K - $5.56K
|
22.5K
$949K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
115+ 0.07% |
$4.39K - $4.63K
|
170K
$7.17M
|