Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
769K+ 33.66% |
$24.1M - $26.3M
|
3.06M
$123M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
200K+ 64.35% |
$6.26M - $6.83M
|
510K
$20.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
178K+ 5353.74% |
$5.59M - $6.1M
|
181K
$7.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
177K+ 106.08% |
$5.55M - $6.06M
|
344K
$13.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
150K+ 18.25% |
$4.7M - $5.12M
|
970K
$39.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
137K+ 137.7% |
$4.31M - $4.7M
|
237K
$9.56M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
118K+ 171.57% |
$3.72M - $4.05M
|
187K
$7.55M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
115K+ 122.91% |
$3.6M - $3.92M
|
208K
$8.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
100K+ 126745.57% |
$3.14M - $3.43M
|
100K
$4.04M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
90.6K+ 106.41% |
$2.84M - $3.1M
|
176K
$7.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
83.9K+ 759.07% |
$2.63M - $2.87M
|
95K
$3.83M
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
69.5KNew |
$2.18M - $2.38M
|
69.5K
$2.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
62.9K+ 11.57% |
$1.97M - $2.15M
|
607K
$24.5M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
50.4K+ 771.69% |
$1.58M - $1.72M
|
56.9K
$2.3M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
46.6KNew |
$1.46M - $1.6M
|
46.6K
$1.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
38K+ 160.51% |
$1.19M - $1.3M
|
61.7K
$2.49M
|
|
|
Oct 12, 2023
Q2 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
34.3KNew |
$1.08M - $1.18M
|
34.3K
$1.38M
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
33.1KNew |
$1.04M - $1.13M
|
33.1K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
32.5KNew |
$1.02M - $1.11M
|
32.5K
$1.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
32KNew |
$1M - $1.1M
|
32K
$1.29M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
28.4K+ 77.6% |
$890K - $971K
|
64.9K
$2.62M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.3K+ 73.05% |
$762K - $831K
|
57.5K
$2.32M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
23.9KNew |
$751K - $819K
|
23.9K
$965K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
19.6KNew |
$616K - $672K
|
19.6K
$791K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.7K+ 19.18% |
$587K - $640K
|
116K
$4.69M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
18.3K+ 86.07% |
$574K - $626K
|
39.5K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.6K+ 34.61% |
$519K - $566K
|
64.4K
$2.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
15.5K+ 27.82% |
$486K - $530K
|
71.1K
$2.87M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
14.1KNew |
$441K - $481K
|
14.1K
$567K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
13.8KNew |
$434K - $473K
|
13.8K
$557K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.3K+ 25.79% |
$416K - $454K
|
64.7K
$2.61M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
12.3KNew |
$385K - $419K
|
12.3K
$494K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12KNew |
$377K - $411K
|
12K
$484K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
11.2K+ 128.92% |
$350K - $382K
|
19.8K
$799K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
10.6K+ 3.34% |
$331K - $361K
|
327K
$13.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.2K+ 14.29% |
$320K - $349K
|
81.6K
$3.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
10.1KNew |
$316K - $345K
|
10.1K
$406K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.47KNew |
$266K - $290K
|
8.47K
$342K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
8.44KNew |
$265K - $289K
|
8.44K
$340K
|
|
|
Jul 14, 2023
Q2 2023
|
Applied Capital LLC
|
BUY
|
- |
8.32KNew |
$261K - $285K
|
8.32K
$335K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
8.32K+ 13.74% |
$261K - $285K
|
68.8K
$2.78M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
6.7K+ 28.44% |
$210K - $229K
|
30.3K
$1.22M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6.4KNew |
$201K - $219K
|
6.4K
$258K
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
5.97KNew |
$187K - $204K
|
5.97K
$241K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5.85KNew |
$184K - $200K
|
5.85K
$236K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.74K+ 16.41% |
$180K - $196K
|
40.7K
$1.64M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.58K+ 52.87% |
$175K - $191K
|
16.1K
$651K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.3K+ 60.1% |
$166K - $182K
|
14.1K
$570K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.26K+ 5.15% |
$165K - $180K
|
107K
$4.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.98KNew |
$156K - $170K
|
4.98K
$201K
|