Purchases and Sales Made in Q2 2024 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 2024. 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 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.33M+ 3502.94% |
$45.6M - $47.3M
|
1.36M
$51.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
773K+ 411.36% |
$26.6M - $27.6M
|
961K
$36.3M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
387K+ 248.23% |
$13.3M - $13.8M
|
543K
$20.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
354KNew |
$12.2M - $12.6M
|
354K
$13.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
341K+ 161.48% |
$11.7M - $12.2M
|
552K
$20.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
339K+ 13.63% |
$11.7M - $12.1M
|
2.83M
$107M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
334KNew |
$11.5M - $11.9M
|
334K
$12.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
171KNew |
$5.87M - $6.08M
|
171K
$6.45M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
131KNew |
$4.5M - $4.66M
|
131K
$4.94M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
118K+ 191.13% |
$4.07M - $4.22M
|
180K
$6.81M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
117K+ 484.6% |
$4.03M - $4.17M
|
141K
$5.34M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
104K+ 101.69% |
$3.58M - $3.71M
|
206K
$7.8M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
100K+ 191.43% |
$3.46M - $3.58M
|
153K
$5.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
87.9K+ 100.46% |
$3.02M - $3.13M
|
175K
$6.63M
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
85.1K+ 213.28% |
$2.93M - $3.03M
|
125K
$4.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
82.3K+ 850.15% |
$2.83M - $2.93M
|
92K
$3.48M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
65K+ 85.68% |
$2.24M - $2.32M
|
141K
$5.32M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
63.3K+ 116.14% |
$2.18M - $2.25M
|
118K
$4.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
62.8K+ 57.19% |
$2.16M - $2.24M
|
173K
$6.53M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
59.1KNew |
$2.03M - $2.11M
|
59.1K
$2.23M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
58.8K+ 815.53% |
$2.02M - $2.09M
|
66K
$2.49M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
57.2K+ 36.86% |
$1.97M - $2.04M
|
212K
$8.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
49.8KNew |
$1.71M - $1.78M
|
49.8K
$1.88M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
43.8KNew |
$1.51M - $1.56M
|
43.8K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
42.9KNew |
$1.48M - $1.53M
|
42.9K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
40K+ 34.11% |
$1.38M - $1.42M
|
157K
$5.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
39.2K+ 4.01% |
$1.35M - $1.4M
|
1.02M
$38.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
37.2K+ 44.5% |
$1.28M - $1.33M
|
121K
$4.57M
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
36K+ 114.33% |
$1.24M - $1.28M
|
67.4K
$2.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
34.3K+ 45.6% |
$1.18M - $1.22M
|
110K
$4.14M
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
32.9K+ 142.95% |
$1.13M - $1.17M
|
55.8K
$2.11M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
30.1K+ 19.18% |
$1.04M - $1.07M
|
187K
$7.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
26.5KNew |
$910K - $943K
|
26.5K
$1M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
26K+ 77.0% |
$893K - $925K
|
59.7K
$2.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
21.4KNew |
$738K - $764K
|
21.4K
$810K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
21.4KNew |
$738K - $764K
|
21.4K
$810K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
21.1K+ 15.98% |
$727K - $753K
|
153K
$5.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
20.7KNew |
$713K - $739K
|
20.7K
$783K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20.5K+ 209.93% |
$705K - $730K
|
30.2K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
19.6K+ 18.11% |
$676K - $700K
|
128K
$4.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
18.9K+ 178.95% |
$651K - $675K
|
29.5K
$1.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
18.8K+ 135.85% |
$647K - $670K
|
32.6K
$1.23M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.9K+ 243.66% |
$615K - $637K
|
25.2K
$952K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.6K+ 2764.5% |
$571K - $591K
|
17.2K
$649K
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
16.6KNew |
$570K - $591K
|
16.6K
$626K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
16K+ 80.03% |
$550K - $569K
|
35.9K
$1.36M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
14.1KNew |
$484K - $501K
|
14.1K
$532K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.7K+ 17.38% |
$435K - $451K
|
85.5K
$3.23M
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
12.5K+ 62.7% |
$430K - $446K
|
32.5K
$1.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
11.9K+ 94.89% |
$408K - $423K
|
24.4K
$920K
|