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 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.49K- 2.62% |
$78.2K - $85.2K
|
92.6K
$3.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.55K- 2.91% |
$80K - $87.3K
|
85.1K
$3.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.89K- 13.14% |
$90.8K - $99K
|
19.1K
$801K
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-3K- 17.14% |
$94.1K - $103K
|
14.5K
$607K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.55K- 3.99% |
$111K - $121K
|
85.4K
$3.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-3.61K- 14.6% |
$113K - $124K
|
21.1K
$884K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.67K- 26.32% |
$115K - $125K
|
10.3K
$429K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6.07K- 49.88% |
$190K - $208K
|
6.1K
$255K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-7.61K- 4.77% |
$239K - $260K
|
152K
$6.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-11.8K- 20.15% |
$370K - $403K
|
46.7K
$1.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-13.3K- 23.91% |
$417K - $454K
|
42.3K
$1.77M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-14.7K- 61.1% |
$462K - $504K
|
9.37K
$392K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.7K- 94.61% |
$618K - $674K
|
1.12K
$47K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-24.7K- 35.22% |
$777K - $847K
|
45.5K
$1.9M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-27.7K- 76.79% |
$870K - $949K
|
8.38K
$351K
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-28.5K- 66.27% |
$896K - $977K
|
14.5K
$608K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-41.8K- 67.11% |
$1.31M - $1.43M
|
20.5K
$857K
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-55.2K- 61.1% |
$1.73M - $1.89M
|
35.1K
$1.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-90.8K- 48.35% |
$2.85M - $3.11M
|
97.1K
$4.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-123K- 99.94% |
$3.87M - $4.21M
|
79
$3.31K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-127K- 41.88% |
$4M - $4.36M
|
177K
$7.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-202K- 66.97% |
$6.33M - $6.9M
|
99.5K
$4.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-583K- 52.83% |
$18.3M - $19.9M
|
520K
$21.8M
|