Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
687K+ 1953.06% |
$19.7M - $21.4M
|
722K
$29.1M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
329K+ 1124.46% |
$9.42M - $10.3M
|
359K
$14.5M
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
287KNew |
$8.22M - $8.96M
|
287K
$11.6M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
231K+ 18.04% |
$6.62M - $7.22M
|
1.51M
$61M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
167KNew |
$4.78M - $5.21M
|
167K
$6.74M
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
166K+ 1784.93% |
$4.74M - $5.17M
|
175K
$7.06M
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
117KNew |
$3.34M - $3.65M
|
117K
$4.71M
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
112K+ 4.93% |
$3.21M - $3.5M
|
2.39M
$96.4M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
96.4K+ 35.95% |
$2.76M - $3.01M
|
365K
$14.7M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
81.8K+ 691.62% |
$2.34M - $2.55M
|
93.6K
$3.77M
|
|
Nov 14, 2022
Q3 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
78.4KNew |
$2.24M - $2.44M
|
78.4K
$3.16M
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
72.6K+ 21.43% |
$2.08M - $2.26M
|
411K
$16.6M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
64.6K+ 384.11% |
$1.85M - $2.02M
|
81.5K
$3.28M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
64KNew |
$1.83M - $2M
|
64K
$2.58M
|
|
Nov 03, 2022
Q3 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
55.7KNew |
$1.59M - $1.74M
|
55.7K
$2.24M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
53.5KNew |
$1.53M - $1.67M
|
53.5K
$2.16M
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
51.6K+ 141.03% |
$1.48M - $1.61M
|
88.3K
$3.56M
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
48.5K+ 739.42% |
$1.39M - $1.51M
|
55.1K
$2.22M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
48.4K+ 68.33% |
$1.39M - $1.51M
|
119K
$4.81M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.8K+ 65.94% |
$1.31M - $1.43M
|
115K
$4.64M
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
42.8KNew |
$1.23M - $1.34M
|
42.8K
$1.73M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
36.1K+ 154.7% |
$1.03M - $1.13M
|
59.4K
$2.4M
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
BUY
|
- |
34.8K+ 301.79% |
$996K - $1.09M
|
46.4K
$1.87M
|
|
Oct 17, 2022
Q3 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
33.1KNew |
$946K - $1.03M
|
33.1K
$1.33M
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
30.2K+ 345.67% |
$863K - $941K
|
38.9K
$1.57M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.1K+ 118.52% |
$803K - $875K
|
51.7K
$2.09M
|
|
Nov 02, 2022
Q3 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
26.6KNew |
$761K - $830K
|
26.6K
$1.07M
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
24.2KNew |
$692K - $754K
|
24.2K
$975K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.2KNew |
$692K - $754K
|
24.2K
$975K
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
23.9KNew |
$684K - $745K
|
23.9K
$963K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.1K+ 39.84% |
$660K - $719K
|
80.9K
$3.26M
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
21K+ 6.9% |
$601K - $655K
|
325K
$13.1M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.1K+ 44.5% |
$574K - $625K
|
65.1K
$2.62M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
19.3K+ 48.61% |
$552K - $602K
|
59K
$2.38M
|
|
Oct 21, 2022
Q3 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
17.9K+ 72.22% |
$512K - $558K
|
42.7K
$1.72M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.2K+ 37.48% |
$493K - $538K
|
63.2K
$2.55M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
17KNew |
$488K - $532K
|
17K
$687K
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
16.9KNew |
$483K - $526K
|
16.9K
$680K
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
16.7KNew |
$478K - $521K
|
16.7K
$674K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.6K+ 111.27% |
$476K - $518K
|
31.6K
$1.27M
|
|
Oct 13, 2022
Q3 2022
|
Range Financial Group LLC
|
BUY
|
- |
16.5KNew |
$471K - $513K
|
16.5K
$663K
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
16.2KNew |
$463K - $505K
|
16.2K
$653K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
15.8K+ 118.82% |
$451K - $492K
|
29K
$1.17M
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15K+ 92.8% |
$430K - $469K
|
31.2K
$1.26M
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.9KNew |
$426K - $465K
|
14.9K
$600K
|
|
Nov 07, 2022
Q3 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
14.3KNew |
$408K - $445K
|
14.3K
$575K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.1K+ 21.15% |
$375K - $409K
|
75.1K
$3.03M
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13.1KNew |
$374K - $407K
|
13.1K
$527K
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
12.9K+ 14.93% |
$370K - $403K
|
99.6K
$4.01M
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
12.7KNew |
$363K - $396K
|
12.7K
$511K
|