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 |
---|---|---|---|---|---|---|---|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
900New |
$26.4K - $29.2K
|
900
$38K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
805New |
$23.6K - $26.1K
|
805
$33.9K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
686+ 1.14% |
$20.1K - $22.2K
|
60.8K
$2.56M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
629New |
$18.5K - $20.4K
|
629
$26.5K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
481New |
$14.1K - $15.6K
|
481
$20.3K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
450+ 450.0% |
$13.2K - $14.6K
|
550
$23.2K
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
236+ 0.37% |
$6.93K - $7.65K
|
63.4K
$2.67M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
118New |
$3.47K - $3.82K
|
118
$4.98K
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
118+ 5.7% |
$3.47K - $3.82K
|
2.19K
$92.3K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
96New |
$2.82K - $3.11K
|
96
$4.05K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
63New |
$1.85K - $2.04K
|
63
$2.66K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-82- 0.47% |
$2.41K - $2.66K
|
17.4K
$734K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-90- 0.74% |
$2.64K - $2.92K
|
12K
$506K
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-114- 0.93% |
$3.35K - $3.69K
|
12.2K
$514K
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-130- 0.54% |
$3.82K - $4.21K
|
23.8K
$1.01M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-225- 25.0% |
$6.61K - $7.29K
|
675
$28.5K
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-229- 0.65% |
$6.73K - $7.42K
|
35.2K
$1.48M
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-240- 0.35% |
$7.05K - $7.78K
|
68.6K
$2.89M
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-265- 3.78% |
$7.78K - $8.59K
|
6.74K
$284K
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-300- 1.17% |
$8.81K - $9.72K
|
25.3K
$1.07M
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-465- 2.01% |
$13.7K - $15.1K
|
22.7K
$958K
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-480- 0.79% |
$14.1K - $15.6K
|
60.6K
$2.55M
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-500- 0.97% |
$14.7K - $16.2K
|
50.9K
$2.15M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-505- 1.55% |
$14.8K - $16.4K
|
32.1K
$1.35M
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-670- 3.85% |
$19.7K - $21.7K
|
16.8K
$706K
|
|
Feb 14, 2023
Q4 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-700- 2.94% |
$20.6K - $22.7K
|
23.1K
$973K
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-816- 3.03% |
$24K - $26.4K
|
26.1K
$1.1M
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-906- 0.99% |
$26.6K - $29.4K
|
90.8K
$3.83M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-937- 0.74% |
$27.5K - $30.4K
|
125K
$5.27M
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-960- 2.92% |
$28.2K - $31.1K
|
32K
$1.35M
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1K- 1.72% |
$29.4K - $32.4K
|
57.2K
$2.41M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.31K- 3.0% |
$38.3K - $42.3K
|
42.2K
$1.78M
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.34K- 4.44% |
$39.2K - $43.3K
|
28.7K
$1.21M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.84K- 1.44% |
$53.9K - $59.5K
|
126K
$5.31M
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.03K- 9.63% |
$59.6K - $65.7K
|
19K
$803K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.18K- 7.1% |
$64K - $70.6K
|
28.5K
$1.2M
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-2.2K- 0.79% |
$64.6K - $71.3K
|
275K
$11.6M
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-2.21K- 15.97% |
$64.8K - $71.4K
|
11.6K
$489K
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.33K- 3.52% |
$68.3K - $75.3K
|
63.6K
$2.68M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.39K- 14.03% |
$70.2K - $77.5K
|
14.6K
$618K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.12K- 36.87% |
$121K - $134K
|
7.06K
$298K
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-4.3K- 2.35% |
$126K - $139K
|
179K
$7.53M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.52K- 7.88% |
$133K - $147K
|
52.9K
$2.23M
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-5.33K- 1.1% |
$157K - $173K
|
481K
$20.3M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.82K- 24.03% |
$171K - $189K
|
18.4K
$776K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.26K- 19.58% |
$184K - $203K
|
25.7K
$1.09M
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-7.43K- 16.43% |
$218K - $241K
|
37.8K
$1.59M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.25K- 62.8% |
$242K - $267K
|
4.89K
$206K
|
|
Feb 09, 2023
Q4 2022
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-8.72K- 23.59% |
$256K - $282K
|
28.2K
$1.19M
|