Purchases and Sales Made in Q2 2021 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 22, 2021
Q2 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
777KNew |
$22.8M - $23M
|
777K
$31.1M
|
|
Jul 30, 2021
Q2 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
657KNew |
$19.3M - $19.5M
|
657K
$26.2M
|
|
Jul 22, 2021
Q2 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
299KNew |
$8.8M - $8.88M
|
299K
$12M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
134K+ 191.2% |
$3.93M - $3.97M
|
204K
$8.14M
|
|
Jul 26, 2021
Q2 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
51.7KNew |
$1.52M - $1.53M
|
51.7K
$2.07M
|
|
Jul 29, 2021
Q2 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
37.7KNew |
$1.11M - $1.12M
|
37.7K
$1.5M
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
35.8KNew |
$1.05M - $1.06M
|
35.8K
$1.43M
|
|
Jul 21, 2021
Q2 2021
|
Bcs Wealth Management
|
BUY
|
- |
31.4KNew |
$923K - $931K
|
31.4K
$1.26M
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
29.8KNew |
$874K - $882K
|
29.8K
$1.19M
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.8K+ 258.44% |
$757K - $764K
|
35.7K
$1.43M
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.4KNew |
$716K - $722K
|
24.4K
$974K
|
|
Aug 17, 2021
Q2 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
21.1KNew |
$619K - $625K
|
21.1K
$842K
|
|
Apr 19, 2024
Q2 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20.3KNew |
$595K - $600K
|
20.3K
$809K
|
|
Jul 19, 2021
Q2 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
19.7KNew |
$577K - $582K
|
19.7K
$785K
|
|
Aug 16, 2021
Q2 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
14.7KNew |
$430K - $434K
|
14.7K
$585K
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.4KNew |
$394K - $398K
|
13.4K
$537K
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
10.9KNew |
$319K - $322K
|
10.9K
$434K
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.6K+ 4811.82% |
$311K - $314K
|
10.8K
$432K
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.56KNew |
$251K - $254K
|
8.56K
$342K
|
|
Aug 13, 2021
Q2 2021
|
Caprock Group, Inc.
|
BUY
|
- |
8.5KNew |
$250K - $252K
|
8.5K
$340K
|
|
Aug 12, 2021
Q2 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.99K+ 11.43% |
$235K - $237K
|
77.8K
$3.11M
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
7.16K+ 99.67% |
$210K - $212K
|
14.3K
$573K
|
|
Aug 09, 2021
Q2 2021
|
Orion Capital Management LLC
|
BUY
|
- |
7.1KNew |
$209K - $210K
|
7.1K
$284K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.22K+ 27.69% |
$183K - $184K
|
28.7K
$1.15M
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
5.11KNew |
$150K - $151K
|
5.11K
$204K
|
|
Jul 23, 2021
Q2 2021
|
Berkshire Money Management, Inc.
|
BUY
|
- |
4.7K+ 11.98% |
$138K - $139K
|
43.9K
$1.75M
|
|
Nov 07, 2023
Q2 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4.39KNew |
$129K - $130K
|
4.39K
$175K
|
|
Aug 13, 2021
Q2 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.72K+ 4.07% |
$109K - $110K
|
95.1K
$3.8M
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.66K+ 5.26% |
$107K - $108K
|
73.1K
$2.92M
|
|
Aug 12, 2021
Q2 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
2.48K+ 1.67% |
$72.8K - $73.5K
|
151K
$6.02M
|
|
Aug 09, 2021
Q2 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.43K+ 32.84% |
$71.4K - $72K
|
9.83K
$393K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.69K+ 20.16% |
$49.5K - $50K
|
10.1K
$402K
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.46KNew |
$42.9K - $43.3K
|
1.46K
$58.3K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.43K+ 5.26% |
$41.9K - $42.3K
|
28.6K
$1.14M
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
674New |
$19.8K - $20K
|
674
$26.9K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-100- 0.27% |
$2.94K - $2.96K
|
36.3K
$1.45M
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-118- 29.43% |
$3.47K - $3.5K
|
283
$11.3K
|
|
Aug 11, 2021
Q2 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-295- 1.68% |
$8.66K - $8.74K
|
17.2K
$688K
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-492Closed |
$14.5K - $14.6K
|
0
$0
|
|
Jan 02, 2024
Q2 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.32K- 11.81% |
$38.7K - $39K
|
9.84K
$393K
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.45K- 11.06% |
$42.6K - $43K
|
11.7K
$466K
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
SELL
|
- |
-1.88KClosed |
$55.2K - $55.8K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.96KClosed |
$57.4K - $58K
|
0
$0
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.42KClosed |
$71.1K - $71.8K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.65K- 11.87% |
$77.7K - $78.5K
|
19.6K
$785K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.91K- 31.83% |
$85.4K - $86.2K
|
6.23K
$249K
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.27K- 21.62% |
$125K - $127K
|
15.5K
$619K
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.1K- 15.3% |
$208K - $210K
|
39.3K
$1.57M
|
|
Jul 28, 2021
Q2 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-10.2KClosed |
$299K - $301K
|
0
$0
|