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 |
---|---|---|---|---|---|---|---|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
20.9KNew |
$636K - $661K
|
20.9K
$789K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.4KNew |
$622K - $647K
|
20.4K
$772K
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
20.1KNew |
$611K - $635K
|
20.1K
$758K
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
18.9KNew |
$575K - $598K
|
18.9K
$714K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
18.6K+ 23.38% |
$565K - $588K
|
98K
$3.7M
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
17.5K+ 106.88% |
$533K - $555K
|
33.9K
$1.28M
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
15.5KNew |
$471K - $491K
|
15.5K
$586K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
15.4K+ 54.36% |
$468K - $488K
|
43.7K
$1.65M
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
15.2KNew |
$463K - $482K
|
15.2K
$575K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.1K+ 727.4% |
$460K - $479K
|
17.2K
$650K
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
14.6K+ 13.73% |
$446K - $464K
|
121K
$4.58M
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
13.7KNew |
$418K - $435K
|
13.7K
$519K
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
12.2KNew |
$371K - $386K
|
12.2K
$461K
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
10.8KNew |
$328K - $342K
|
10.8K
$408K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.95KNew |
$303K - $315K
|
9.95K
$376K
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
9.72KNew |
$296K - $308K
|
9.72K
$367K
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
9.68K+ 62.05% |
$295K - $307K
|
25.3K
$955K
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
9.6KNew |
$292K - $304K
|
9.6K
$363K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.59K+ 115.9% |
$292K - $304K
|
17.9K
$675K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.34KNew |
$284K - $296K
|
9.34K
$353K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.22KNew |
$281K - $292K
|
9.22K
$349K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.02KNew |
$275K - $286K
|
9.02K
$341K
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8.91KNew |
$271K - $282K
|
8.91K
$337K
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
7.63KNew |
$232K - $241K
|
7.63K
$288K
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.49K+ 50.55% |
$228K - $237K
|
22.3K
$843K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.06KNew |
$215K - $224K
|
7.06K
$267K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
6.55K+ 5.56% |
$199K - $207K
|
124K
$4.7M
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5.59K+ 13.18% |
$170K - $177K
|
48K
$1.81M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.26K+ 16.0% |
$160K - $167K
|
38.1K
$1.44M
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
5.22K+ 18.33% |
$159K - $165K
|
33.7K
$1.27M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.16K+ 26.76% |
$157K - $163K
|
24.4K
$924K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4.74K+ 34.41% |
$144K - $150K
|
18.5K
$700K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
4.02KNew |
$122K - $127K
|
4.02K
$152K
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3.95K+ 37.62% |
$120K - $125K
|
14.5K
$546K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
3.85KNew |
$117K - $122K
|
3.85K
$145K
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.84K+ 8.35% |
$117K - $122K
|
49.8K
$1.88M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.71K+ 19.38% |
$113K - $117K
|
22.8K
$863K
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
3.56KNew |
$108K - $113K
|
3.56K
$135K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.56KNew |
$77.8K - $80.9K
|
2.56K
$96.6K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.3KNew |
$70K - $72.8K
|
2.3K
$86.9K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.13KNew |
$64.8K - $67.4K
|
2.13K
$80.4K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.03KNew |
$61.8K - $64.3K
|
2.03K
$76.7K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.03K+ 17.31% |
$61.7K - $64.2K
|
13.7K
$519K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.94KNew |
$58.9K - $61.3K
|
1.94K
$73.2K
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.77K+ 14.36% |
$53.8K - $56K
|
14.1K
$532K
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.6K+ 14.94% |
$48.7K - $50.7K
|
12.3K
$465K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.59KNew |
$48.5K - $50.5K
|
1.59K
$60.2K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.56K+ 21.45% |
$47.6K - $49.5K
|
8.86K
$335K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.37KNew |
$41.7K - $43.4K
|
1.37K
$51.8K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1K+ 166.67% |
$30.4K - $31.7K
|
1.6K
$60.5K
|