Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
939K+ 779.07% |
$28.6M - $29.7M
|
1.06M
$40M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
907K+ 48.48% |
$27.6M - $28.7M
|
2.78M
$105M
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
468KNew |
$14.2M - $14.8M
|
468K
$17.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
312K+ 720.99% |
$9.51M - $9.89M
|
356K
$13.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
259KNew |
$7.88M - $8.21M
|
259K
$9.79M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
231K+ 363.12% |
$7.02M - $7.31M
|
294K
$11.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
213KNew |
$6.47M - $6.74M
|
213K
$8.04M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
151KNew |
$4.61M - $4.79M
|
151K
$5.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
133K+ 4111.34% |
$4.05M - $4.21M
|
136K
$5.15M
|
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
132KNew |
$4.03M - $4.19M
|
132K
$5M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
93.2KNew |
$2.84M - $2.95M
|
93.2K
$3.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
89.4K+ 25.97% |
$2.72M - $2.83M
|
434K
$16.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
79.4K+ 14.48% |
$2.42M - $2.52M
|
628K
$23.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
66.7K+ 193.65% |
$2.03M - $2.11M
|
101K
$3.82M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
57.5KNew |
$1.75M - $1.82M
|
57.5K
$2.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
56.9K+ 73.88% |
$1.73M - $1.8M
|
134K
$5.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
52.4KNew |
$1.59M - $1.66M
|
52.4K
$1.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
47.3KNew |
$1.44M - $1.5M
|
47.3K
$1.79M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
47.2K+ 61.67% |
$1.44M - $1.5M
|
124K
$4.68M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
47KNew |
$1.43M - $1.49M
|
47K
$1.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
46.4K+ 122.72% |
$1.41M - $1.47M
|
84.1K
$3.18M
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
BUY
|
- |
44KNew |
$1.34M - $1.39M
|
44K
$1.66M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
42.5K+ 315.48% |
$1.29M - $1.35M
|
55.9K
$2.11M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
40.3K+ 138.13% |
$1.23M - $1.28M
|
69.5K
$2.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
38KNew |
$1.16M - $1.2M
|
38K
$1.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
37.2K+ 7.81% |
$1.13M - $1.18M
|
513K
$19.4M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
37K+ 56.59% |
$1.12M - $1.17M
|
102K
$3.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
35.5K+ 104.25% |
$1.08M - $1.13M
|
69.6K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34.9K+ 17.18% |
$1.06M - $1.11M
|
238K
$9.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
34.6K+ 27.76% |
$1.05M - $1.1M
|
159K
$6.02M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
33.8K+ 47.97% |
$1.03M - $1.07M
|
104K
$3.94M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
33.1K+ 160.51% |
$1.01M - $1.05M
|
53.7K
$2.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
32.5KNew |
$988K - $1.03M
|
32.5K
$1.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
30.4K+ 124.01% |
$926K - $964K
|
55K
$2.08M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
30.4K+ 206.85% |
$924K - $962K
|
45.1K
$1.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
29.7KNew |
$904K - $940K
|
29.7K
$1.12M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
29.2K+ 42.65% |
$889K - $925K
|
97.7K
$3.69M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.1K+ 49.8% |
$886K - $922K
|
87.5K
$3.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
27.8KNew |
$846K - $881K
|
27.8K
$1.05M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
26.7K+ 149.55% |
$812K - $845K
|
44.5K
$1.68M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
26.4KNew |
$803K - $835K
|
26.4K
$997K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
26.2K+ 181.7% |
$796K - $828K
|
40.6K
$1.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
26.1K+ 27.29% |
$796K - $828K
|
122K
$4.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
24.1KNew |
$734K - $764K
|
24.1K
$912K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
23.8KNew |
$724K - $753K
|
23.8K
$899K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
23.6KNew |
$718K - $747K
|
23.6K
$891K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
23.5K+ 7.14% |
$715K - $744K
|
352K
$13.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23K+ 48.57% |
$698K - $727K
|
70.2K
$2.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
22.7K+ 18.94% |
$691K - $719K
|
143K
$5.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
21.9KNew |
$665K - $692K
|
21.9K
$826K
|