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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
7.5K+ 27.16% |
$247K - $272K
|
35.1K
$1.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.85K+ 17.69% |
$225K - $248K
|
45.5K
$1.91M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
6.52K+ 54.68% |
$215K - $236K
|
18.4K
$772K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
6.51KNew |
$214K - $236K
|
6.51K
$272K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.85KNew |
$193K - $212K
|
5.85K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
5.85KNew |
$193K - $212K
|
5.85K
$245K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
5.66KNew |
$186K - $205K
|
5.66K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
4.39K+ 24.07% |
$144K - $159K
|
22.6K
$946K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.76K+ 12.82% |
$124K - $136K
|
33.1K
$1.39M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3.33K+ 14.01% |
$110K - $120K
|
27.1K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.2K+ 169.31% |
$105K - $116K
|
5.09K
$213K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.43KNew |
$80K - $88K
|
2.43K
$102K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2KNew |
$65.9K - $72.4K
|
2K
$83.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.33K+ 8.09% |
$43.6K - $48K
|
17.7K
$741K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
742New |
$24.4K - $26.9K
|
742
$31.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
648+ 8.18% |
$21.3K - $23.5K
|
8.57K
$359K
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
577+ 5.13% |
$19K - $20.9K
|
11.8K
$495K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
572+ 3.07% |
$18.8K - $20.7K
|
19.2K
$804K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
460+ 46000.0% |
$15.2K - $16.7K
|
461
$19.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
428+ 7.1% |
$14.1K - $15.5K
|
6.45K
$270K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
393+ 1.41% |
$12.9K - $14.2K
|
28.2K
$1.18M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
369+ 0.41% |
$12.2K - $13.4K
|
89.5K
$3.75M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
301New |
$9.91K - $10.9K
|
301
$12.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
254New |
$8.37K - $9.2K
|
254
$10.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
213New |
$7.02K - $7.71K
|
213
$8.91K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
92+ 0.89% |
$3.03K - $3.33K
|
10.4K
$436K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
82+ 0.67% |
$2.7K - $2.97K
|
12.3K
$515K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
50+ 50.0% |
$1.65K - $1.81K
|
150
$6.28K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
43+ 0.33% |
$1.42K - $1.56K
|
13.3K
$555K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
17New |
$560 - $616
|
17
$711
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$32.9 - $36.2
|
1
$41.9
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-8- 0.02% |
$264 - $290
|
40.7K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-24- 0.02% |
$791 - $869
|
121K
$5.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-27- 4.15% |
$889 - $978
|
624
$26.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-27- 5.36% |
$889 - $978
|
477
$20K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-50- 0.84% |
$1.65K - $1.81K
|
5.92K
$248K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-90- 1.09% |
$2.96K - $3.26K
|
8.14K
$341K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-150- 0.9% |
$4.94K - $5.43K
|
16.5K
$688K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-160- 0.61% |
$5.27K - $5.79K
|
26.2K
$1.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-194- 1.16% |
$6.39K - $7.02K
|
16.5K
$692K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-208- 1.87% |
$6.85K - $7.53K
|
10.9K
$457K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-265- 1.82% |
$8.73K - $9.6K
|
14.3K
$598K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-325- 3.24% |
$10.7K - $11.8K
|
9.72K
$407K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-394- 4.44% |
$13K - $14.3K
|
8.48K
$355K
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-400- 4.58% |
$13.2K - $14.5K
|
8.33K
$348K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-430- 12.05% |
$14.2K - $15.6K
|
3.14K
$131K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-450- 1.14% |
$14.8K - $16.3K
|
39K
$1.63M
|
|
|
Feb 01, 2024
Q4 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-467- 1.61% |
$15.4K - $16.9K
|
28.6K
$1.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-505- 1.74% |
$16.6K - $18.3K
|
28.4K
$1.19M
|