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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
21+ 0.03% |
$826 - $868
|
67K
$2.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
3+ 0.05% |
$118 - $124
|
5.72K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-1- 0.01% |
$39.3 - $41.3
|
12.3K
$520K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-2- -0.0% |
$78.6 - $82.6
|
59.6K
$2.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-12- 0.01% |
$472 - $496
|
97.2K
$4.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-19- 0.06% |
$747 - $785
|
33.8K
$1.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-27- 0.23% |
$1.06K - $1.12K
|
11.9K
$502K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-33- 0.09% |
$1.3K - $1.36K
|
36.5K
$1.54M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-66- 0.31% |
$2.59K - $2.73K
|
21K
$886K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-74- 0.55% |
$2.91K - $3.06K
|
13.3K
$562K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-74- 0.36% |
$2.91K - $3.06K
|
20.5K
$865K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-121- 0.27% |
$4.76K - $5K
|
45.2K
$1.91M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-136- 40.12% |
$5.35K - $5.62K
|
203
$8.56K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-167- 2.49% |
$6.56K - $6.9K
|
6.55K
$276K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-200- 3.38% |
$7.86K - $8.26K
|
5.72K
$241K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-214- 0.6% |
$8.41K - $8.84K
|
35.5K
$1.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-221- 0.5% |
$8.69K - $9.13K
|
44.3K
$1.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-260- 0.53% |
$10.2K - $10.7K
|
49K
$2.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-275- 3.8% |
$10.8K - $11.4K
|
6.96K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-281- 1.84% |
$11K - $11.6K
|
15K
$633K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-302- 2.59% |
$11.9K - $12.5K
|
11.4K
$480K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-306- 3.79% |
$12K - $12.6K
|
7.76K
$327K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-315- 2.52% |
$12.4K - $13K
|
12.2K
$514K
|
|
|
Oct 09, 2024
Q3 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-331- 0.88% |
$13K - $13.7K
|
37.2K
$1.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-438- 1.09% |
$17.2K - $18.1K
|
39.7K
$1.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-467- 8.17% |
$18.4K - $19.3K
|
5.25K
$221K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-519- 0.87% |
$20.4K - $21.4K
|
59.3K
$2.5M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-547- 2.66% |
$21.5K - $22.6K
|
20K
$845K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-684- 10.91% |
$26.9K - $28.3K
|
5.58K
$235K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-775- 2.08% |
$30.5K - $32K
|
36.5K
$1.54M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-900- 3.54% |
$35.4K - $37.2K
|
24.5K
$1.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-923- 9.0% |
$36.3K - $38.1K
|
9.34K
$394K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.11K- 1.81% |
$43.8K - $46K
|
60.3K
$2.54M
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.25K- 9.56% |
$49.1K - $51.7K
|
11.8K
$499K
|
|
|
Nov 13, 2024
Q3 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-1.27K- 2.44% |
$49.7K - $52.3K
|
50.7K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.4K- 14.51% |
$55.1K - $57.9K
|
8.26K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.42K- 6.6% |
$56K - $58.8K
|
20.2K
$850K
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.43K- 2.22% |
$56.3K - $59.2K
|
63.2K
$2.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1.56K- 2.23% |
$61.2K - $64.4K
|
68.4K
$2.88M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.59K- 10.57% |
$62.4K - $65.6K
|
13.4K
$566K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.59K- 6.09% |
$62.5K - $65.7K
|
24.5K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.64K- 7.03% |
$64.5K - $67.8K
|
21.7K
$916K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.83K- 3.14% |
$71.8K - $75.5K
|
56.2K
$2.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.95K- 3.49% |
$76.5K - $80.4K
|
53.9K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-2.71K- 9.35% |
$106K - $112K
|
26.2K
$1.11M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.76K- 3.23% |
$108K - $114K
|
82.4K
$3.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2.77K- 1.0% |
$109K - $114K
|
275K
$11.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.78K- 24.13% |
$109K - $115K
|
8.74K
$368K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.87K- 8.2% |
$113K - $119K
|
32.1K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-3.21K- 14.83% |
$126K - $133K
|
18.5K
$778K
|