Purchases and Sales Made in Q1 2023 in Innovator U.S. Equity Power Bu (PJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUN) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-565- 2.91% |
$16.7K - $17.6K
|
18.8K
$712K
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-585- 3.3% |
$17.3K - $18.2K
|
17.1K
$647K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-658- 0.61% |
$19.5K - $20.5K
|
107K
$4.03M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-675- 17.26% |
$20K - $21K
|
3.24K
$122K
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-683- 3.67% |
$20.2K - $21.3K
|
17.9K
$677K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-689- 8.64% |
$20.4K - $21.4K
|
7.28K
$275K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-775- 3.98% |
$23K - $24.1K
|
18.7K
$706K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.02K- 7.65% |
$30.2K - $31.8K
|
12.3K
$465K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 0.35% |
$34.5K - $36.2K
|
329K
$12.4M
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.17K- 3.62% |
$34.6K - $36.3K
|
31.1K
$1.18M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
SELL
|
- |
-1.64K- 5.44% |
$48.6K - $51.1K
|
28.5K
$1.08M
|
|
|
Apr 19, 2023
Q1 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.66K- 13.47% |
$49.1K - $51.6K
|
10.7K
$403K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.8K- 1.42% |
$53.3K - $56K
|
125K
$4.71M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.2K- 16.03% |
$65.2K - $68.5K
|
11.5K
$436K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.46K- 6.96% |
$72.8K - $76.5K
|
32.9K
$1.24M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-2.5K- 9.8% |
$74.1K - $77.8K
|
23K
$869K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3K- 19.23% |
$88.9K - $93.4K
|
12.6K
$476K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.01K- 13.09% |
$89K - $93.5K
|
20K
$754K
|
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-3.05K- 13.08% |
$90.3K - $94.9K
|
20.3K
$766K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.17K- 0.17% |
$94K - $98.8K
|
1.87M
$70.7M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.1K- 66.35% |
$121K - $128K
|
2.08K
$78.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.19K- 4.19% |
$124K - $130K
|
95.8K
$3.62M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.47K- 26.48% |
$132K - $139K
|
12.4K
$469K
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-4.82K- 18.96% |
$143K - $150K
|
20.6K
$779K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-5.23K- 1.09% |
$155K - $163K
|
476K
$18M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.45K- 12.01% |
$191K - $201K
|
47.3K
$1.79M
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-6.49K- 15.46% |
$192K - $202K
|
35.5K
$1.34M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-8.13K- 8.67% |
$241K - $253K
|
85.6K
$3.24M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-8.45K- 11.74% |
$250K - $263K
|
63.5K
$2.4M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-12.3K- 73.1% |
$365K - $384K
|
4.54K
$172K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.3K- 26.05% |
$394K - $414K
|
37.8K
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.6K- 7.54% |
$491K - $516K
|
203K
$7.69M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-21.7K- 15.3% |
$641K - $674K
|
120K
$4.53M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-65.4K- 77.37% |
$1.94M - $2.03M
|
19.1K
$723K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-68.3K- 6.81% |
$2.02M - $2.13M
|
934K
$35.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-84.7K- 8.72% |
$2.51M - $2.64M
|
886K
$33.5M
|