Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-800- 1.78% |
$25K - $25.7K
|
44.3K
$1.67M
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-836- 0.69% |
$26.1K - $26.8K
|
120K
$4.55M
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-939- 5.24% |
$29.3K - $30.1K
|
17K
$641K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-1.5K- 6.52% |
$46.9K - $48.2K
|
21.5K
$812K
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.54K- 19.23% |
$48K - $49.3K
|
6.46K
$244K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.56K- 80.42% |
$48.6K - $50K
|
379
$14.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.6K- 22.28% |
$50K - $51.4K
|
5.58K
$211K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.61K- 1.32% |
$50.3K - $51.7K
|
120K
$4.55M
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.62K- 16.93% |
$50.5K - $51.9K
|
7.94K
$300K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.7K- 6.95% |
$53.1K - $54.6K
|
22.7K
$860K
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.71K- 4.5% |
$53.4K - $54.9K
|
36.3K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.88K- 2.23% |
$58.7K - $60.3K
|
82.3K
$3.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.11K- 2.16% |
$65.9K - $67.7K
|
95.6K
$3.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.19K- 54.39% |
$68.3K - $70.1K
|
1.83K
$69.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-3K- 20.76% |
$93.7K - $96.3K
|
11.5K
$433K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-3K- 19.91% |
$93.7K - $96.3K
|
12.1K
$456K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-3.55K- 6.77% |
$111K - $114K
|
48.8K
$1.85M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-3.57K- 15.12% |
$111K - $114K
|
20K
$756K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-3.82K- 17.45% |
$119K - $122K
|
18.1K
$682K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.58K- 26.83% |
$143K - $147K
|
12.5K
$472K
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-4.64K- 33.74% |
$145K - $149K
|
9.11K
$344K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.66K- 20.43% |
$146K - $150K
|
18.2K
$686K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.73K- 33.59% |
$148K - $152K
|
9.35K
$353K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5K- 10.57% |
$156K - $161K
|
42.3K
$1.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-5K- 5.36% |
$156K - $161K
|
88.2K
$3.33M
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-5.17K- 1.45% |
$162K - $166K
|
351K
$13.2M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-5.75K- 5.51% |
$180K - $184K
|
98.5K
$3.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-6.06K- 4.25% |
$189K - $194K
|
137K
$5.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.81K- 68.42% |
$213K - $219K
|
3.14K
$119K
|
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-6.97K- 1.82% |
$218K - $224K
|
376K
$14.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-7.46K- 48.13% |
$233K - $239K
|
8.04K
$304K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.54K- 10.83% |
$235K - $242K
|
62.1K
$2.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.95K- 5.94% |
$248K - $255K
|
126K
$4.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-8.11K- 44.05% |
$253K - $260K
|
10.3K
$389K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-9.75K- 21.89% |
$305K - $313K
|
34.8K
$1.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-10.5K- 8.48% |
$329K - $339K
|
114K
$4.3M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-12.6K- 15.15% |
$393K - $404K
|
70.5K
$2.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.9K- 80.99% |
$435K - $447K
|
3.27K
$124K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-14K- 3.0% |
$439K - $451K
|
454K
$17.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-18.6K- 0.67% |
$582K - $598K
|
2.76M
$104M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.9K- 2.53% |
$654K - $672K
|
806K
$30.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-22.9K- 56.47% |
$715K - $735K
|
17.7K
$667K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-29.4K- 28.72% |
$918K - $943K
|
72.9K
$2.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
SELL
|
- |
-32.1K- 72.98% |
$1M - $1.03M
|
11.9K
$449K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-75.3K- 31.57% |
$2.35M - $2.42M
|
163K
$6.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-114K- 26.22% |
$3.55M - $3.65M
|
320K
$12.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-131K- 15.36% |
$4.09M - $4.21M
|
722K
$27.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-200K- 67.99% |
$6.25M - $6.42M
|
94.2K
$3.56M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-243K- 22.96% |
$7.6M - $7.81M
|
816K
$30.8M
|