Purchases and Sales Made in Q4 2022 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 2022. 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 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.52M+ 328.18% |
$73.9M - $81.5M
|
3.28M
$138M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
343K+ 145.06% |
$10.1M - $11.1M
|
580K
$24.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
191K+ 196.38% |
$5.6M - $6.18M
|
288K
$12.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
153K+ 97.72% |
$4.48M - $4.94M
|
309K
$13M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
148K+ 77.06% |
$4.36M - $4.81M
|
341K
$14.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
89.7K+ 41.0% |
$2.63M - $2.91M
|
308K
$13M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
74.6K+ 264.41% |
$2.19M - $2.42M
|
103K
$4.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
67.5K+ 17.32% |
$1.98M - $2.19M
|
457K
$19.3M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
55.6K+ 36.01% |
$1.63M - $1.8M
|
210K
$8.85M
|
|
|
Jan 10, 2023
Q4 2022
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
40.5KNew |
$1.19M - $1.31M
|
40.5K
$1.71M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
35K+ 140.0% |
$1.03M - $1.13M
|
60K
$2.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
35K+ 460.8% |
$1.03M - $1.13M
|
42.6K
$1.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
32.4KNew |
$951K - $1.05M
|
32.4K
$1.36M
|
|
|
Jan 31, 2023
Q4 2022
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
29.5KNew |
$866K - $955K
|
29.5K
$1.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
26.3K+ 32.29% |
$773K - $853K
|
108K
$4.55M
|
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
25.4KNew |
$746K - $823K
|
25.4K
$1.07M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
23.8K+ 184.93% |
$699K - $771K
|
36.7K
$1.55M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
21KNew |
$618K - $681K
|
21K
$887K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
21KNew |
$616K - $679K
|
21K
$884K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.4KNew |
$598K - $660K
|
20.4K
$859K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
20.3KNew |
$597K - $659K
|
20.3K
$857K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
20.2K+ 53.12% |
$592K - $653K
|
58.1K
$2.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20K+ 45.45% |
$586K - $647K
|
63.9K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
19.8KNew |
$580K - $640K
|
19.8K
$833K
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
15.9KNew |
$468K - $516K
|
15.9K
$672K
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
15.9KNew |
$468K - $516K
|
15.9K
$672K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
15.5KNew |
$455K - $502K
|
15.5K
$654K
|
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
15.3KNew |
$450K - $497K
|
15.3K
$646K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
14.8KNew |
$435K - $480K
|
14.8K
$625K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
10.4KNew |
$306K - $337K
|
10.4K
$439K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
9.99K+ 1253.83% |
$293K - $324K
|
10.8K
$455K
|
|
|
Jan 12, 2023
Q4 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
9.93K+ 100.0% |
$292K - $322K
|
19.9K
$837K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.63KNew |
$224K - $247K
|
7.63K
$322K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.56K+ 40.98% |
$222K - $245K
|
26K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.41K+ 16.63% |
$188K - $208K
|
44.9K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
6.36K+ 10.82% |
$187K - $206K
|
65.1K
$2.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
6.04K+ 3.73% |
$177K - $196K
|
168K
$7.08M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
4.51K+ 4.98% |
$133K - $146K
|
95.1K
$4.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
4.3K+ 4.39% |
$126K - $139K
|
102K
$4.31M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.22K+ 14.71% |
$124K - $137K
|
32.9K
$1.39M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.17K+ 31.24% |
$122K - $135K
|
17.5K
$739K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
3.45K+ 2.91% |
$101K - $112K
|
122K
$5.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.18K+ 11.01% |
$93.5K - $103K
|
32.1K
$1.35M
|
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.2K+ 3.47% |
$64.5K - $71.2K
|
65.4K
$2.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.85K+ 6.29% |
$54.3K - $59.9K
|
31.2K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.82K+ 11.66% |
$53.4K - $58.9K
|
17.4K
$734K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.5K+ 5.75% |
$44K - $48.6K
|
27.6K
$1.16M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1.47KNew |
$43.2K - $47.7K
|
1.47K
$62K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.23K+ 3.89% |
$36.1K - $39.8K
|
32.8K
$1.38M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
922+ 0.57% |
$27.1K - $29.9K
|
162K
$6.81M
|