Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
725KNew |
$23.6M - $24.1M
|
725K
$30.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
662K+ 546.59% |
$21.6M - $22M
|
783K
$33M
|
|
|
Jan 19, 2022
Q4 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
406K+ 427.02% |
$13.2M - $13.5M
|
501K
$21.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
313K+ 42433.74% |
$10.2M - $10.4M
|
314K
$13.2M
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
241KNew |
$7.87M - $8.03M
|
241K
$10.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
141K+ 345.44% |
$4.6M - $4.69M
|
182K
$7.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
77.4KNew |
$2.53M - $2.58M
|
77.4K
$3.26M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
74.4KNew |
$2.43M - $2.48M
|
74.4K
$3.14M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
63.7K+ 15.77% |
$2.08M - $2.12M
|
468K
$19.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
45.3KNew |
$1.48M - $1.51M
|
45.3K
$1.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
41.8KNew |
$1.36M - $1.39M
|
41.8K
$1.76M
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
39.7K+ 24.0% |
$1.3M - $1.32M
|
205K
$8.65M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
29.3KNew |
$955K - $974K
|
29.3K
$1.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
27.8KNew |
$907K - $926K
|
27.8K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
27.1K+ 37.72% |
$885K - $904K
|
99.1K
$4.18M
|
|
|
Mar 15, 2022
Q4 2021
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
22.3KNew |
$727K - $742K
|
22.3K
$940K
|
|
|
Jan 26, 2022
Q4 2021
|
Straight Path Wealth Management
|
BUY
|
- |
21.5KNew |
$702K - $717K
|
21.5K
$908K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19.8K+ 216.09% |
$644K - $658K
|
28.9K
$1.22M
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
18.2K+ 11.89% |
$594K - $606K
|
171K
$7.22M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.6K+ 20.01% |
$542K - $553K
|
99.6K
$4.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
15KNew |
$489K - $499K
|
15K
$633K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.4K+ 151.74% |
$469K - $479K
|
23.9K
$1.01M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
13.9K+ 23.54% |
$452K - $462K
|
72.8K
$3.07M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.4K+ 37.72% |
$437K - $446K
|
48.9K
$2.06M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.6KNew |
$378K - $386K
|
11.6K
$488K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.5K+ 1161.23% |
$344K - $351K
|
11.5K
$483K
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
9.99K+ 22.03% |
$326K - $333K
|
55.3K
$2.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.07K+ 60.16% |
$296K - $302K
|
24.1K
$1.02M
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
7.86K+ 44.08% |
$256K - $262K
|
25.7K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.6K+ 185.37% |
$248K - $253K
|
11.7K
$493K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.21K+ 5.89% |
$202K - $207K
|
112K
$4.71M
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.11KNew |
$199K - $203K
|
6.11K
$258K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.05KNew |
$197K - $201K
|
6.05K
$255K
|
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
5.28K+ 3.17% |
$172K - $176K
|
172K
$7.25M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4K+ 10.45% |
$131K - $133K
|
42.3K
$1.78M
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
3.67K+ 22.7% |
$120K - $122K
|
19.8K
$835K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.16K+ 164.58% |
$103K - $105K
|
5.08K
$214K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.47K+ 3.86% |
$80.6K - $82.3K
|
66.5K
$2.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.95KNew |
$63.7K - $65K
|
1.95K
$82.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.59K+ 9.45% |
$51.9K - $53K
|
18.4K
$777K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.47K+ 9.29% |
$48.1K - $49.1K
|
17.3K
$731K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.35KNew |
$43.9K - $44.8K
|
1.35K
$56.7K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.05K+ 49.74% |
$34.3K - $35K
|
3.16K
$133K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
900+ 6.74% |
$29.4K - $30K
|
14.2K
$601K
|
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
738New |
$24.1K - $24.6K
|
738
$31.1K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
712+ 105.48% |
$23.2K - $23.7K
|
1.39K
$58.5K
|
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
573+ 0.95% |
$18.7K - $19.1K
|
61.2K
$2.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
231New |
$7.54K - $7.69K
|
231
$9.74K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
75+ 0.64% |
$2.45K - $2.5K
|
11.8K
$496K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
53New |
$1.73K - $1.76K
|
53
$2.24K
|