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 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-43.4K- 5.46% |
$1.43M - $1.57M
|
750K
$30.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-52K- 16.08% |
$1.71M - $1.88M
|
271K
$11.2M
|
|
|
Feb 02, 2024
Q4 2023
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-58.2K- 51.87% |
$1.92M - $2.11M
|
54K
$2.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-64K- 13.65% |
$2.11M - $2.32M
|
405K
$16.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-80.7K- 22.15% |
$2.66M - $2.92M
|
284K
$11.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-89.1K- 50.37% |
$2.93M - $3.23M
|
87.8K
$3.61M
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-94.1K- 56.92% |
$3.1M - $3.41M
|
71.2K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-124K- 3.19% |
$4.08M - $4.49M
|
3.76M
$155M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-173K- 76.31% |
$5.7M - $6.27M
|
53.8K
$2.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-394K- 23.61% |
$13M - $14.3M
|
1.28M
$52.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-409K- 95.66% |
$13.5M - $14.8M
|
18.5K
$762K
|