Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-84- 4.75% |
$2.52K - $2.67K
|
1.69K
$69.3K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-95- 0.39% |
$2.85K - $3.02K
|
24.1K
$991K
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-100- 0.66% |
$3K - $3.18K
|
15K
$617K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-163- 0.05% |
$4.89K - $5.18K
|
304K
$12.5M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-214- 1.51% |
$6.41K - $6.8K
|
13.9K
$572K
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-256- 0.38% |
$7.67K - $8.13K
|
67.4K
$2.77M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-268- 2.14% |
$8.03K - $8.51K
|
12.2K
$503K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-355- 0.5% |
$10.6K - $11.3K
|
70.3K
$2.89M
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-367- 2.32% |
$11K - $11.7K
|
15.5K
$636K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-395- 29.72% |
$11.8K - $12.5K
|
934
$38.4K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-513- 3.04% |
$15.4K - $16.3K
|
16.4K
$673K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-622- 3.69% |
$18.6K - $19.8K
|
16.3K
$668K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-712- 4.62% |
$21.3K - $22.6K
|
14.7K
$604K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-880- 1.56% |
$26.4K - $27.9K
|
55.5K
$2.28M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-960- 2.89% |
$28.8K - $30.5K
|
32.3K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.41K- 8.51% |
$42.3K - $44.8K
|
15.2K
$623K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.64K- 4.4% |
$49.1K - $52.1K
|
35.6K
$1.46M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2.17K- 24.63% |
$64.9K - $68.8K
|
6.63K
$272K
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2.26K- 4.09% |
$67.6K - $71.7K
|
52.9K
$2.18M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2.31K- 2.5% |
$69.3K - $73.4K
|
90.3K
$3.71M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
SELL
|
- |
-2.37K- 10.53% |
$70.9K - $75.1K
|
20.1K
$826K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.46K- 18.47% |
$73.6K - $78K
|
10.8K
$446K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.55K- 12.58% |
$76.4K - $81K
|
17.7K
$729K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.57K- 3.47% |
$77K - $81.6K
|
71.4K
$2.93M
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-3.21K- 19.24% |
$96.2K - $102K
|
13.5K
$554K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.61K- 3.65% |
$108K - $115K
|
95.1K
$3.91M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-3.8K- 4.27% |
$114K - $121K
|
85.1K
$3.5M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.07K- 7.86% |
$122K - $129K
|
47.8K
$1.96M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-4.32K- 48.1% |
$129K - $137K
|
4.66K
$192K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.25K- 6.38% |
$157K - $167K
|
77.1K
$3.17M
|
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-6.78K- 21.51% |
$203K - $215K
|
24.7K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.84K- 7.24% |
$205K - $217K
|
87.7K
$3.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7.82K- 2.41% |
$234K - $248K
|
316K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.66K- 33.29% |
$290K - $307K
|
19.4K
$796K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-13.3K- 6.59% |
$398K - $421K
|
188K
$7.72M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-14.9K- 8.55% |
$447K - $473K
|
159K
$6.55M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-15.8K- 41.73% |
$473K - $501K
|
22K
$905K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-16K- 30.71% |
$480K - $508K
|
36.1K
$1.48M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-18K- 51.37% |
$539K - $571K
|
17K
$700K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.4K- 28.91% |
$583K - $618K
|
47.8K
$1.97M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25.2K- 43.88% |
$756K - $801K
|
32.3K
$1.33M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-25.3K- 20.58% |
$758K - $803K
|
97.6K
$4.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-29.2K- 71.96% |
$874K - $926K
|
11.4K
$467K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-49.8K- 28.79% |
$1.49M - $1.58M
|
123K
$5.07M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-56.9K- 4.9% |
$1.7M - $1.81M
|
1.1M
$45.3M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-79.8K- 3.37% |
$2.39M - $2.53M
|
2.29M
$94M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-111K- 64.03% |
$3.32M - $3.52M
|
62.3K
$2.56M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-123K- 28.45% |
$3.7M - $3.92M
|
310K
$12.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-141K- 91.88% |
$4.23M - $4.48M
|
12.5K
$513K
|
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-441K- 97.64% |
$13.2M - $14M
|
10.6K
$438K
|