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 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.71K+ 26.82% |
$148K - $161K
|
22.3K
$932K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.53K+ 27.87% |
$142K - $155K
|
20.8K
$870K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.81K+ 10.68% |
$119K - $130K
|
39.4K
$1.65M
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
3.19K+ 21.85% |
$100K - $109K
|
17.8K
$745K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.09K+ 17.41% |
$96.8K - $106K
|
20.8K
$871K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.63K+ 4.27% |
$82.5K - $90K
|
64.2K
$2.69M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.28KNew |
$71.5K - $78K
|
2.28K
$95.4K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.98KNew |
$62.3K - $67.9K
|
1.98K
$83K
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.9KNew |
$59.6K - $65K
|
1.9K
$79.5K
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
1.88K+ 111.81% |
$59.1K - $64.5K
|
3.57K
$149K
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
1.66K+ 25.72% |
$52.2K - $56.9K
|
8.13K
$340K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.33K+ 7.78% |
$41.6K - $45.4K
|
18.4K
$769K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.06K+ 7.78% |
$33.3K - $36.3K
|
14.7K
$615K
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.05K+ 54.08% |
$32.8K - $35.8K
|
2.98K
$125K
|
|
Jul 11, 2023
Q2 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.02K+ 11.73% |
$31.9K - $34.8K
|
9.68K
$405K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
813+ 4.97% |
$25.5K - $27.8K
|
17.2K
$719K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
678New |
$21.3K - $23.2K
|
678
$28.4K
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
577+ 0.52% |
$18.1K - $19.7K
|
112K
$4.7M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
570+ 3.35% |
$17.9K - $19.5K
|
17.6K
$737K
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
311+ 1.0% |
$9.76K - $10.6K
|
31.4K
$1.31M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
34+ 0.14% |
$1.07K - $1.16K
|
25K
$1.04M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-8- 0.11% |
$251 - $274
|
7.16K
$299K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-22- 0.18% |
$690 - $753
|
12.2K
$512K
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-26- 0.36% |
$816 - $890
|
7.21K
$302K
|
|
Aug 07, 2023
Q2 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-99- 0.15% |
$3.11K - $3.39K
|
67.3K
$2.82M
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-100- 1.51% |
$3.14K - $3.42K
|
6.53K
$273K
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-149- 1.84% |
$4.68K - $5.1K
|
7.96K
$333K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-412- 6.21% |
$12.9K - $14.1K
|
6.23K
$261K
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-500- 3.33% |
$15.7K - $17.1K
|
14.5K
$608K
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-520- 3.17% |
$16.3K - $17.8K
|
15.9K
$664K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-530- 4.14% |
$16.6K - $18.1K
|
12.3K
$513K
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-531- 2.22% |
$16.7K - $18.2K
|
23.4K
$978K
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-561- 0.63% |
$17.6K - $19.2K
|
88.8K
$3.71M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-567- 1.56% |
$17.8K - $19.4K
|
35.8K
$1.5M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-587- 1.23% |
$18.4K - $20.1K
|
47.2K
$1.97M
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-664- 4.66% |
$20.8K - $22.7K
|
13.6K
$569K
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-685- 4.52% |
$21.5K - $23.4K
|
14.5K
$606K
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-750- 8.77% |
$23.5K - $25.7K
|
7.8K
$326K
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-801- 7.39% |
$25.1K - $27.4K
|
10K
$420K
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-845- 3.99% |
$26.5K - $28.9K
|
20.3K
$851K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.04K- 75.0% |
$32.5K - $35.4K
|
345
$14.4K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.11K- 7.58% |
$35K - $38.1K
|
13.6K
$568K
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
SELL
|
- |
-1.21K- 6.03% |
$38K - $41.5K
|
18.9K
$790K
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.23K- 1.04% |
$38.6K - $42.1K
|
117K
$4.9M
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.66K- 18.84% |
$52.2K - $56.9K
|
7.16K
$300K
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.69K- 9.23% |
$53.1K - $57.9K
|
16.6K
$696K
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.07K- 1.77% |
$65K - $70.9K
|
115K
$4.81M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.2K- 11.38% |
$69.2K - $75.4K
|
17.2K
$718K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.43K- 3.15% |
$76.3K - $83.2K
|
74.6K
$3.12M
|