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 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-550- 0.86% |
$18.1K - $19.9K
|
63.1K
$2.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-555- 3.47% |
$18.3K - $20.1K
|
15.4K
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-560- 2.67% |
$18.4K - $20.3K
|
20.4K
$840K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-665- 2.78% |
$21.9K - $24.1K
|
23.2K
$955K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-735- 11.01% |
$24.2K - $26.6K
|
5.94K
$244K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-742- 72.25% |
$24.4K - $26.9K
|
285
$11.7K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-830- 9.94% |
$27.3K - $30.1K
|
7.52K
$309K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-871- 0.73% |
$28.7K - $31.5K
|
119K
$4.9M
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-978- 9.99% |
$32.2K - $35.4K
|
8.82K
$362K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.05K- 27.13% |
$34.6K - $38K
|
2.82K
$116K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.09K- 12.82% |
$35.8K - $39.3K
|
7.39K
$304K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.3K- 12.27% |
$42.7K - $46.9K
|
9.26K
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.3K- 1.53% |
$42.9K - $47.2K
|
83.7K
$3.44M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-1.31K- 3.18% |
$43.1K - $47.4K
|
39.8K
$1.64M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.34K- 1.96% |
$44K - $48.4K
|
67K
$2.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.87K- 16.08% |
$61.6K - $67.7K
|
9.76K
$401K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.19K- 2.07% |
$72K - $79.1K
|
104K
$4.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-2.36K- 11.19% |
$77.8K - $85.6K
|
18.8K
$771K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.42K- 20.18% |
$79.6K - $87.6K
|
9.57K
$393K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.48K- 15.06% |
$81.7K - $89.8K
|
14K
$575K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-2.68K- 7.02% |
$88.3K - $97K
|
35.5K
$1.46M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.77K- 3.52% |
$91.4K - $100K
|
76K
$3.12M
|
|
|
Jan 09, 2024
Q4 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-3.18K- 28.53% |
$105K - $115K
|
7.95K
$327K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.39K- 3.92% |
$112K - $123K
|
83.1K
$3.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-3.4K- 4.69% |
$112K - $123K
|
69.1K
$2.84M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.61K- 16.41% |
$119K - $131K
|
18.4K
$756K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-4.48K- 2.18% |
$147K - $162K
|
201K
$8.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.52K- 2.9% |
$149K - $164K
|
151K
$6.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.85K- 81.21% |
$160K - $176K
|
1.12K
$46.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.34K- 4.56% |
$176K - $194K
|
112K
$4.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-5.66K- 2.19% |
$187K - $205K
|
253K
$10.4M
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-5.77K- 40.48% |
$190K - $209K
|
8.49K
$349K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
SELL
|
- |
-6.46K- 1.33% |
$213K - $234K
|
480K
$19.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-6.51K- 98.74% |
$214K - $236K
|
83
$3.41K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-8.73K- 6.68% |
$288K - $316K
|
122K
$5.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-10.2K- 15.21% |
$336K - $369K
|
56.9K
$2.34M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.4K- 2.96% |
$343K - $377K
|
342K
$14.1M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.8K- 80.36% |
$356K - $392K
|
2.64K
$109K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-11.4K- 18.66% |
$374K - $411K
|
49.5K
$2.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.8K- 15.78% |
$389K - $428K
|
63K
$2.59M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-12K- 36.45% |
$396K - $435K
|
20.9K
$861K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.6K- 2.68% |
$414K - $455K
|
457K
$18.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.2K- 2.18% |
$500K - $549K
|
682K
$28M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-15.5K- 21.63% |
$512K - $562K
|
56.3K
$2.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.7K- 31.99% |
$517K - $568K
|
33.4K
$1.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-16K- 12.37% |
$526K - $579K
|
113K
$4.65M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23.2K- 35.76% |
$764K - $839K
|
41.6K
$1.71M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-23.3K- 20.49% |
$769K - $845K
|
90.6K
$3.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-26.5K- 54.89% |
$872K - $959K
|
21.8K
$895K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-27.6K- 49.19% |
$908K - $999K
|
28.5K
$1.17M
|