Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
50.2K+ 92.18% |
$1.97M - $2.08M
|
105K
$4.35M
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
16KNew |
$629K - $661K
|
16K
$665K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.23K+ 13.17% |
$245K - $257K
|
53.5K
$2.23M
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6.2K+ 3.65% |
$244K - $256K
|
176K
$7.33M
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.93KNew |
$233K - $245K
|
5.93K
$247K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.9KNew |
$193K - $202K
|
4.9K
$204K
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
3.13K+ 27.66% |
$123K - $129K
|
14.4K
$600K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.3KNew |
$51.1K - $53.7K
|
1.3K
$54.1K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
866+ 1.66% |
$34K - $35.8K
|
53.1K
$2.21M
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
773+ 1.84% |
$30.4K - $31.9K
|
42.8K
$1.78M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
687+ 49.07% |
$27K - $28.4K
|
2.09K
$86.8K
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
194+ 0.6% |
$7.63K - $8.02K
|
32.5K
$1.35M
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-27- 0.23% |
$1.06K - $1.12K
|
11.9K
$495K
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-214- 0.6% |
$8.41K - $8.84K
|
35.5K
$1.47M
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-275- 3.8% |
$10.8K - $11.4K
|
6.96K
$290K
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-302- 2.59% |
$11.9K - $12.5K
|
11.4K
$473K
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-306- 3.79% |
$12K - $12.6K
|
7.76K
$323K
|
|
Oct 09, 2024
Q3 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-331- 0.88% |
$13K - $13.7K
|
37.2K
$1.55M
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-438- 1.09% |
$17.2K - $18.1K
|
39.7K
$1.65M
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-775- 2.08% |
$30.5K - $32K
|
36.5K
$1.52M
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-900- 3.54% |
$35.4K - $37.2K
|
24.5K
$1.02M
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1.56K- 2.23% |
$61.2K - $64.4K
|
68.4K
$2.84M
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.59K- 10.57% |
$62.4K - $65.6K
|
13.4K
$558K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.83K- 3.14% |
$71.8K - $75.5K
|
56.2K
$2.34M
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.76K- 3.23% |
$108K - $114K
|
82.4K
$3.43M
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.87K- 8.2% |
$113K - $119K
|
32.1K
$1.34M
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-4.3K- 25.02% |
$169K - $178K
|
12.9K
$536K
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-4.42K- 4.73% |
$174K - $183K
|
89.1K
$3.7M
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-7.29K- 41.53% |
$287K - $301K
|
10.3K
$427K
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
SELL
|
- |
-9.69K- 2.01% |
$381K - $401K
|
473K
$19.7M
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-16K- 3.4% |
$629K - $661K
|
454K
$18.9M
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-35.1K- 21.47% |
$1.38M - $1.45M
|
128K
$5.34M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-79.1K- 7.45% |
$3.11M - $3.27M
|
983K
$40.9M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-122K- 17.16% |
$4.81M - $5.05M
|
590K
$24.5M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-399K- 80.82% |
$15.7M - $16.5M
|
94.8K
$3.94M
|