Purchases and Sales Made in Q1 2022 in Innovator U.S. Equity Power Bu (PJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUL) during Q1 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 |
---|---|---|---|---|---|---|---|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
211KNew |
$6.24M - $6.53M
|
211K
$8.52M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
127KNew |
$3.75M - $3.92M
|
127K
$5.11M
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
92.5K+ 77.83% |
$2.73M - $2.86M
|
211K
$8.52M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
87.4KNew |
$2.58M - $2.7M
|
87.4K
$3.52M
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
43.8K+ 19.56% |
$1.29M - $1.35M
|
268K
$10.8M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.5KNew |
$665K - $695K
|
22.5K
$907K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21.3KNew |
$629K - $659K
|
21.3K
$859K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.9K+ 437.38% |
$441K - $462K
|
18.4K
$740K
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
13KNew |
$383K - $401K
|
13K
$523K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
10.8K+ 72.41% |
$320K - $335K
|
25.8K
$1.04M
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.4K+ 74.24% |
$307K - $321K
|
24.4K
$983K
|
|
Apr 20, 2022
Q1 2022
|
Applied Capital LLC
|
BUY
|
- |
9.69KNew |
$286K - $299K
|
9.69K
$391K
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
8.54KNew |
$252K - $264K
|
8.54K
$344K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7.01K+ 29.52% |
$207K - $217K
|
30.8K
$1.24M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.91K+ 26.43% |
$204K - $213K
|
33K
$1.33M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.12K+ 14.0% |
$151K - $158K
|
41.7K
$1.68M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.82K+ 24.97% |
$113K - $118K
|
19.1K
$770K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
2.75K+ 2.93% |
$81.2K - $85K
|
96.5K
$3.89M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.42KNew |
$71.5K - $74.9K
|
2.42K
$97.6K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
1.93K+ 179.55% |
$57.1K - $59.7K
|
3.01K
$121K
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.13K+ 10.77% |
$33.4K - $34.9K
|
11.6K
$468K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
973+ 3.77% |
$28.7K - $30.1K
|
26.8K
$1.08M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
800+ 6.81% |
$23.6K - $24.7K
|
12.6K
$506K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
735New |
$21.7K - $22.7K
|
735
$29.6K
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
645+ 4.87% |
$19.1K - $19.9K
|
13.9K
$560K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
513New |
$15.2K - $15.9K
|
513
$20.7K
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
194+ 5.05% |
$5.73K - $6K
|
4.04K
$163K
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
170+ 1.57% |
$5.02K - $5.25K
|
11K
$442K
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
37+ 0.08% |
$1.09K - $1.14K
|
48.2K
$1.94M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-9- 0.05% |
$266 - $278
|
18.2K
$734K
|
|
May 05, 2022
Q1 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-42- 0.57% |
$1.24K - $1.3K
|
7.37K
$297K
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-57- 0.38% |
$1.68K - $1.76K
|
14.9K
$602K
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-111- 1.01% |
$3.28K - $3.43K
|
10.9K
$440K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-200Closed |
$5.91K - $6.18K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-215- 11.49% |
$6.35K - $6.65K
|
1.66K
$66.8K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-362- 1.27% |
$10.7K - $11.2K
|
28.1K
$1.13M
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-380- 5.49% |
$11.2K - $11.7K
|
6.54K
$263K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-400- 2.89% |
$11.8K - $12.4K
|
13.4K
$542K
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-500- 7.04% |
$14.8K - $15.5K
|
6.6K
$266K
|
|
May 13, 2022
Q1 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-575- 1.68% |
$17K - $17.8K
|
33.7K
$1.36M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-600- 2.64% |
$17.7K - $18.5K
|
22.1K
$890K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-674Closed |
$19.9K - $20.8K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
SELL
|
- |
-993- 2.63% |
$29.3K - $30.7K
|
36.7K
$1.48M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.35K- 1.47% |
$39.8K - $41.7K
|
90.3K
$3.64M
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.65K- 26.85% |
$48.6K - $50.9K
|
4.49K
$181K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.69K- 10.58% |
$49.9K - $52.2K
|
14.3K
$576K
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.75K- 9.44% |
$51.7K - $54.1K
|
16.8K
$677K
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-1.85K- 30.98% |
$54.7K - $57.3K
|
4.13K
$166K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.2K- 4.42% |
$65.1K - $68.1K
|
47.7K
$1.92M
|