Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-156- 0.35% |
$5.42K - $5.75K
|
45K
$1.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-160- 1.35% |
$5.56K - $5.9K
|
11.7K
$441K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-198- 0.81% |
$6.87K - $7.3K
|
24.4K
$921K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-214- 0.66% |
$7.43K - $7.89K
|
32.2K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-300- 3.73% |
$10.4K - $11.1K
|
7.75K
$293K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-320- 0.18% |
$11.1K - $11.8K
|
180K
$6.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-424- 6.22% |
$14.7K - $15.6K
|
6.4K
$242K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-435- 4.18% |
$15.1K - $16K
|
9.98K
$377K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-600- 3.49% |
$20.8K - $22.1K
|
16.6K
$627K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-600- 7.99% |
$20.8K - $22.1K
|
6.91K
$261K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-625- 0.63% |
$21.7K - $23.1K
|
98.3K
$3.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-654- 2.85% |
$22.7K - $24.1K
|
22.3K
$843K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-667- 3.3% |
$23.2K - $24.6K
|
19.6K
$739K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-775- 2.13% |
$26.9K - $28.6K
|
35.6K
$1.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-902- 0.28% |
$31.3K - $33.3K
|
318K
$12M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.1K- 3.73% |
$38.3K - $40.6K
|
28.4K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.23K- 16.25% |
$42.8K - $45.5K
|
6.36K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.46K- 4.65% |
$50.6K - $53.7K
|
29.9K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.46K- 3.14% |
$50.6K - $53.7K
|
44.9K
$1.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.9K- 4.3% |
$65.9K - $70K
|
42.3K
$1.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.94K- 1.12% |
$67.3K - $71.5K
|
171K
$6.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2K- 8.75% |
$69.4K - $73.8K
|
20.8K
$788K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.07K- 0.42% |
$72K - $76.5K
|
487K
$18.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-2.2K- 1.04% |
$76.5K - $81.2K
|
209K
$7.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.21K- 1.57% |
$76.8K - $81.6K
|
139K
$5.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-2.33K- 29.38% |
$80.9K - $85.9K
|
5.6K
$212K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.48K- 4.16% |
$86.1K - $91.5K
|
57.2K
$2.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-2.5K- 3.71% |
$86.9K - $92.3K
|
64.9K
$2.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.54K- 24.76% |
$88.1K - $93.6K
|
7.71K
$291K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.63K- 1.86% |
$91.2K - $96.8K
|
139K
$5.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.75K- 41.01% |
$95.3K - $101K
|
3.95K
$149K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-2.89K- 2.39% |
$100K - $107K
|
118K
$4.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.94K- 9.74% |
$102K - $109K
|
27.3K
$1.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.27K- 13.44% |
$114K - $121K
|
21.1K
$796K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-3.52K- 2.06% |
$122K - $130K
|
167K
$6.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.58K- 4.19% |
$124K - $132K
|
81.9K
$3.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.29K- 17.01% |
$149K - $158K
|
20.9K
$790K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6.58K- 6.0% |
$228K - $243K
|
103K
$3.89M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-8.72K- 40.48% |
$303K - $322K
|
12.8K
$485K
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-8.84K- 3.1% |
$307K - $326K
|
276K
$10.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.87K- 14.17% |
$343K - $364K
|
59.8K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.1K- 6.33% |
$385K - $409K
|
164K
$6.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-11.2K- 10.11% |
$389K - $413K
|
99.6K
$3.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.4K- 19.41% |
$397K - $422K
|
47.5K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-13.1K- 7.02% |
$456K - $485K
|
174K
$6.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-15.8K- 4.72% |
$547K - $582K
|
319K
$12M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-18.1K- 61.51% |
$630K - $669K
|
11.4K
$429K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-22.3K- 24.25% |
$774K - $823K
|
69.7K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-22.6K- 6.38% |
$783K - $832K
|
331K
$12.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25K- 15.91% |
$868K - $923K
|
132K
$4.99M
|