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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
10.9KNew |
$374K - $388K
|
10.9K
$411K
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
10.2KNew |
$350K - $363K
|
10.2K
$385K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.1KNew |
$348K - $360K
|
10.1K
$382K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.84K+ 29.81% |
$339K - $351K
|
42.9K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
8.84KNew |
$304K - $315K
|
8.84K
$334K
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
8.8KNew |
$303K - $314K
|
8.8K
$333K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.48K+ 72.14% |
$292K - $302K
|
20.2K
$764K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.05KNew |
$277K - $287K
|
8.05K
$304K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
7.93KNew |
$273K - $283K
|
7.93K
$300K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
7.7K+ 45.66% |
$265K - $274K
|
24.6K
$928K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7.59KNew |
$261K - $271K
|
7.59K
$287K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.51KNew |
$258K - $268K
|
7.51K
$284K
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
7.19KNew |
$247K - $256K
|
7.19K
$272K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
6.96K+ 34.44% |
$239K - $248K
|
27.2K
$1.03M
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
6.82KNew |
$235K - $243K
|
6.82K
$258K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
6.45KNew |
$222K - $230K
|
6.45K
$244K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
6.41KNew |
$221K - $228K
|
6.41K
$242K
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
6.4K+ 21.42% |
$220K - $228K
|
36.3K
$1.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.3K+ 1598.98% |
$217K - $225K
|
6.69K
$253K
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
6.21K+ 63.88% |
$214K - $221K
|
15.9K
$602K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.07K+ 63.06% |
$175K - $181K
|
13.1K
$496K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.93K+ 313.69% |
$170K - $176K
|
6.5K
$246K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
BUY
|
- |
4.88K+ 4.91% |
$168K - $174K
|
104K
$3.94M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.51K+ 19.84% |
$155K - $161K
|
27.3K
$1.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.1K+ 7.79% |
$141K - $146K
|
56.6K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4K+ 9.25% |
$138K - $143K
|
47.3K
$1.79M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
3.86K+ 51.49% |
$133K - $138K
|
11.4K
$429K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.71K+ 271.09% |
$128K - $132K
|
5.08K
$192K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.5K+ 44.11% |
$120K - $125K
|
11.4K
$432K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.48K+ 17.83% |
$120K - $124K
|
23K
$868K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3.29K+ 11.75% |
$113K - $117K
|
31.3K
$1.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.14K+ 322.05% |
$108K - $112K
|
4.12K
$156K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.04K+ 2.97% |
$105K - $108K
|
105K
$3.98M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.97K+ 16.65% |
$102K - $106K
|
20.8K
$787K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.67K+ 7.93% |
$91.8K - $95.1K
|
36.3K
$1.37M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.28K+ 15.03% |
$78.4K - $81.2K
|
17.4K
$659K
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
2.07K+ 0.73% |
$71.3K - $73.8K
|
285K
$10.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2K+ 7.26% |
$68.7K - $71.2K
|
29.5K
$1.11M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.94K+ 23.39% |
$66.8K - $69.2K
|
10.2K
$387K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.83K+ 14.07% |
$62.9K - $65.1K
|
14.8K
$560K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.78K+ 4.51% |
$61.1K - $63.3K
|
41.1K
$1.55M
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.72K+ 8.66% |
$59K - $61.2K
|
21.5K
$814K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.53KNew |
$52.7K - $54.6K
|
1.53K
$57.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1.53K+ 12.68% |
$52.6K - $54.5K
|
13.6K
$514K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.5K+ 3.52% |
$51.7K - $53.6K
|
44.2K
$1.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.5K+ 26.88% |
$51.6K - $53.5K
|
7.08K
$268K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.49K+ 14.68% |
$51.3K - $53.2K
|
11.7K
$440K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.43K+ 18.97% |
$49.2K - $51K
|
8.97K
$339K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.42K+ 2.82% |
$48.9K - $50.6K
|
51.8K
$1.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.23K+ 5.4% |
$42.2K - $43.7K
|
23.9K
$904K
|