Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.06M+ 3204.61% |
$35M - $38.5M
|
1.1M
$45.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
432K+ 2466.71% |
$14.2M - $15.6M
|
450K
$18.5M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
382KNew |
$12.6M - $13.8M
|
382K
$15.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
233K+ 25.86% |
$7.68M - $8.45M
|
1.14M
$46.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
223K+ 201.46% |
$7.35M - $8.08M
|
334K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
215K+ 20.3% |
$7.08M - $7.78M
|
1.27M
$52.3M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
167KNew |
$5.52M - $6.06M
|
167K
$6.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
160K+ 23.6% |
$5.27M - $5.79M
|
838K
$34.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
155KNew |
$5.11M - $5.62M
|
155K
$6.38M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
152KNew |
$5M - $5.5M
|
152K
$6.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
133KNew |
$4.38M - $4.81M
|
133K
$5.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
100K+ 9.01% |
$3.31M - $3.63M
|
1.21M
$49.9M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
86.9KNew |
$2.86M - $3.15M
|
86.9K
$3.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
78KNew |
$2.57M - $2.83M
|
78K
$3.21M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
77.2KNew |
$2.54M - $2.79M
|
77.2K
$3.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
57.7KNew |
$1.9M - $2.09M
|
57.7K
$2.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
53.7K+ 65.6% |
$1.77M - $1.95M
|
136K
$5.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
51.4K+ 186.3% |
$1.69M - $1.86M
|
79K
$3.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
49.1KNew |
$1.62M - $1.78M
|
49.1K
$2.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
43.8KNew |
$1.44M - $1.59M
|
43.8K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42K+ 37.59% |
$1.38M - $1.52M
|
154K
$6.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
40.7K+ 22.13% |
$1.34M - $1.47M
|
224K
$9.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
40.3K+ 36.4% |
$1.33M - $1.46M
|
151K
$6.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
39.9K+ 47.42% |
$1.31M - $1.44M
|
124K
$5.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
39.2K+ 55.5% |
$1.29M - $1.42M
|
110K
$4.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
38.9K+ 32.98% |
$1.28M - $1.41M
|
157K
$6.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
38.3KNew |
$1.26M - $1.39M
|
38.3K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
36.2K+ 35.12% |
$1.19M - $1.31M
|
139K
$5.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
34.3K+ 51.61% |
$1.13M - $1.24M
|
101K
$4.14M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
33.5K+ 5.41% |
$1.1M - $1.21M
|
653K
$26.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
31.7KNew |
$1.04M - $1.15M
|
31.7K
$1.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
28.7K+ 22.0% |
$947K - $1.04M
|
159K
$6.55M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
26.9KNew |
$885K - $973K
|
26.9K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
24.2KNew |
$799K - $878K
|
24.2K
$997K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.2KNew |
$764K - $839K
|
23.2K
$953K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
20K+ 17.2% |
$659K - $724K
|
136K
$5.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.9KNew |
$655K - $721K
|
19.9K
$818K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
17.1K+ 11.42% |
$562K - $618K
|
167K
$6.85M
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
15.4KNew |
$508K - $558K
|
15.4K
$634K
|
|
|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
14.9KNew |
$491K - $540K
|
14.9K
$613K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
13.7K+ 73.64% |
$452K - $496K
|
32.3K
$1.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
12.4K+ 39.32% |
$407K - $447K
|
43.8K
$1.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.6K+ 58.93% |
$382K - $420K
|
31.3K
$1.29M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11.2K+ 18.92% |
$369K - $406K
|
70.4K
$2.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10.2KNew |
$337K - $370K
|
10.2K
$421K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10KNew |
$331K - $364K
|
10K
$413K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
9.87K+ 24.32% |
$325K - $357K
|
50.5K
$2.07M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
8.28K+ 7.43% |
$273K - $300K
|
120K
$4.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.27K+ 20.73% |
$272K - $299K
|
48.1K
$1.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
7.77KNew |
$256K - $281K
|
7.77K
$319K
|