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 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.13K+ 2.56% |
$38.8K - $40.2K
|
45.2K
$1.71M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.12K+ 1.63% |
$38.5K - $39.9K
|
69.7K
$2.63M
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
928+ 7.57% |
$31.9K - $33.1K
|
13.2K
$498K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
763+ 7.38% |
$26.3K - $27.2K
|
11.1K
$419K
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
650+ 7.39% |
$22.4K - $23.2K
|
9.44K
$357K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
472+ 1.75% |
$16.2K - $16.8K
|
27.5K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
317+ 4.35% |
$10.9K - $11.3K
|
7.6K
$287K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
58+ 3.64% |
$2K - $2.07K
|
1.65K
$62.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
30+ 6.73% |
$1.03K - $1.07K
|
476
$18K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-25- 0.19% |
$860 - $891
|
13.3K
$504K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-120- 1.3% |
$4.13K - $4.28K
|
9.1K
$344K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-163- 1.36% |
$5.61K - $5.81K
|
11.8K
$447K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-200- 0.85% |
$6.88K - $7.13K
|
23.3K
$879K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-200- 0.33% |
$6.88K - $7.13K
|
60.3K
$2.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-206- 35.7% |
$7.09K - $7.34K
|
371
$14K
|
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-725- 2.33% |
$24.9K - $25.8K
|
30.4K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-826- 3.49% |
$28.4K - $29.4K
|
22.8K
$863K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-858- 10.59% |
$29.5K - $30.6K
|
7.25K
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-907- 3.89% |
$31.2K - $32.3K
|
22.4K
$846K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-1.07K- 71.33% |
$36.8K - $38.1K
|
430
$16.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.45K- 1.3% |
$50K - $51.8K
|
111K
$4.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.63K- 10.7% |
$56K - $58K
|
13.6K
$513K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.74K- 20.76% |
$59.7K - $61.9K
|
6.63K
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.47K- 13.66% |
$84.8K - $87.9K
|
15.6K
$589K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.56K- 21.13% |
$88K - $91.1K
|
9.55K
$361K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.96K- 42.67% |
$102K - $106K
|
3.98K
$150K
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-3.15K- 27.51% |
$108K - $112K
|
8.3K
$314K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-3.19K- 3.12% |
$110K - $114K
|
98.9K
$3.74M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.3K- 14.67% |
$114K - $118K
|
19.2K
$725K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.99K- 7.8% |
$172K - $178K
|
58.9K
$2.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-5.74K- 11.03% |
$198K - $205K
|
46.3K
$1.75M
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-17.9K- 5.31% |
$615K - $637K
|
319K
$12M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-25.8K- 10.91% |
$889K - $921K
|
211K
$7.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-35K- 6.68% |
$1.2M - $1.25M
|
489K
$18.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-57.8K- 68.52% |
$1.99M - $2.06M
|
26.6K
$1M
|