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 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
113+ 0.19% |
$4.32K - $4.55K
|
59.9K
$2.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
105+ 0.28% |
$4.01K - $4.23K
|
37.3K
$1.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
94New |
$3.59K - $3.78K
|
94
$3.96K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
65+ 0.3% |
$2.48K - $2.62K
|
21.7K
$914K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
56New |
$2.14K - $2.25K
|
56
$2.36K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
56New |
$2.14K - $2.25K
|
56
$2.36K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
27+ 0.11% |
$1.03K - $1.09K
|
25.6K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
17+ 0.05% |
$649 - $684
|
32.3K
$1.36M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
16New |
$611 - $644
|
16
$675
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3New |
$115 - $121
|
3
$127
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-30- 0.09% |
$1.15K - $1.21K
|
33.8K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-40- 0.04% |
$1.53K - $1.61K
|
102K
$4.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-50- 0.12% |
$1.91K - $2.01K
|
42K
$1.77M
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-52- 0.64% |
$1.99K - $2.09K
|
8.07K
$340K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-62- 0.11% |
$2.37K - $2.5K
|
55.8K
$2.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-65- 0.1% |
$2.48K - $2.62K
|
66.9K
$2.82M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-111- 0.28% |
$4.24K - $4.47K
|
39.5K
$1.67M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-125- 0.75% |
$4.78K - $5.03K
|
16.5K
$694K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-127- 1.69% |
$4.85K - $5.11K
|
7.37K
$311K
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-140- 0.51% |
$5.35K - $5.64K
|
27.6K
$1.16M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-160- 0.27% |
$6.11K - $6.44K
|
59.6K
$2.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-181- 0.85% |
$6.91K - $7.29K
|
21.1K
$889K
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
SELL
|
- |
-195- 0.72% |
$7.45K - $7.85K
|
26.8K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-195- 0.17% |
$7.45K - $7.85K
|
113K
$4.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-249- 0.55% |
$9.51K - $10K
|
45.4K
$1.91M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-252- 2.09% |
$9.63K - $10.1K
|
11.8K
$499K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-269- 2.22% |
$10.3K - $10.8K
|
11.8K
$499K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-300- 4.68% |
$11.5K - $12.1K
|
6.11K
$258K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-317- 0.71% |
$12.1K - $12.8K
|
44.5K
$1.88M
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-330- 1.84% |
$12.6K - $13.3K
|
17.6K
$741K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-421- 5.9% |
$16.1K - $16.9K
|
6.72K
$283K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-430- 1.16% |
$16.4K - $17.3K
|
36.6K
$1.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-467- 2.33% |
$17.8K - $18.8K
|
19.6K
$826K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-507- 1.02% |
$19.4K - $20.4K
|
49.3K
$2.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-525- 2.09% |
$20.1K - $21.1K
|
24.6K
$1.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-530- 2.38% |
$20.2K - $21.3K
|
21.7K
$916K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-609- 1.25% |
$23.3K - $24.5K
|
48.2K
$2.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-666- 1.21% |
$25.4K - $26.8K
|
54.5K
$2.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-683- 1.79% |
$26.1K - $27.5K
|
37.5K
$1.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-690- 2.51% |
$26.4K - $27.8K
|
26.8K
$1.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-831- 2.18% |
$31.7K - $33.5K
|
37.3K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-910- 9.71% |
$34.8K - $36.6K
|
8.46K
$357K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.26K- 9.16% |
$48.1K - $50.6K
|
12.5K
$526K
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.3K- 3.5% |
$49.5K - $52.2K
|
35.7K
$1.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.3K- 5.93% |
$49.5K - $52.2K
|
20.6K
$868K
|
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.33K- 2.02% |
$50.8K - $53.5K
|
64.6K
$2.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.4K- 2.14% |
$53.3K - $56.2K
|
63.9K
$2.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.44K- 0.62% |
$55.1K - $58.1K
|
231K
$9.72M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.56K- 2.8% |
$59.7K - $63K
|
54.3K
$2.29M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.57K- 2.5% |
$60.1K - $63.3K
|
61.4K
$2.59M
|