Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
47.9KNew |
$1.49M - $1.54M
|
47.9K
$1.81M
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
46.5K+ 41.13% |
$1.45M - $1.5M
|
159K
$6.03M
|
|
Jan 26, 2022
Q4 2021
|
S.C. Financial Services, Inc.
|
BUY
|
- |
41.8KNew |
$1.3M - $1.35M
|
41.8K
$1.58M
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
41.2K+ 23.92% |
$1.28M - $1.33M
|
214K
$8.07M
|
|
Jan 26, 2022
Q4 2021
|
Straight Path Wealth Management
|
BUY
|
- |
16.9KNew |
$524K - $544K
|
16.9K
$637K
|
|
Feb 04, 2022
Q4 2021
|
Southern Capital Advisors, LLC
|
BUY
|
- |
15.3KNew |
$474K - $492K
|
15.3K
$576K
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
10.9KNew |
$340K - $352K
|
10.9K
$413K
|
|
Oct 03, 2024
Q4 2021
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
7.4KNew |
$230K - $238K
|
7.4K
$279K
|
|
Feb 10, 2022
Q4 2021
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
6.29KNew |
$196K - $203K
|
6.29K
$238K
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.07K+ 31.08% |
$95.4K - $98.9K
|
12.9K
$489K
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
1.63K+ 15.09% |
$50.6K - $52.5K
|
12.4K
$469K
|
|
Jan 02, 2024
Q4 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.39K+ 3.02% |
$43.2K - $44.8K
|
47.4K
$1.79M
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
119+ 0.73% |
$3.7K - $3.84K
|
16.4K
$618K
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
108+ 7.61% |
$3.36K - $3.48K
|
1.53K
$57.7K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-51- 0.58% |
$1.59K - $1.64K
|
8.73K
$330K
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-75- 0.25% |
$2.33K - $2.42K
|
29.5K
$1.11M
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-100- 0.81% |
$3.11K - $3.22K
|
12.2K
$461K
|
|
Feb 14, 2022
Q4 2021
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-168- 0.66% |
$5.22K - $5.42K
|
25.4K
$961K
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-180- 0.42% |
$5.6K - $5.8K
|
43.2K
$1.63M
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 6.59% |
$9.33K - $9.67K
|
4.25K
$161K
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-316- 6.26% |
$9.83K - $10.2K
|
4.74K
$179K
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-369Closed |
$11.5K - $11.9K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-465- 2.02% |
$14.5K - $15K
|
22.5K
$851K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-488- 1.77% |
$15.2K - $15.7K
|
27.1K
$1.02M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-490- 3.5% |
$15.2K - $15.8K
|
13.5K
$511K
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-528- 0.06% |
$16.4K - $17K
|
848K
$32M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-806- 5.16% |
$25.1K - $26K
|
14.8K
$560K
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-977- 4.84% |
$30.4K - $31.5K
|
19.2K
$726K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.04KClosed |
$32.3K - $33.4K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.37KClosed |
$42.5K - $44.1K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.43KClosed |
$44.5K - $46.2K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.44K- 3.13% |
$44.8K - $46.4K
|
44.5K
$1.68M
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.44KClosed |
$44.8K - $46.4K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.55K- 4.8% |
$48.3K - $50.1K
|
30.8K
$1.16M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.58K- 10.0% |
$49K - $50.8K
|
14.2K
$536K
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 7.08% |
$49.8K - $51.6K
|
21K
$795K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.71K- 3.23% |
$53.2K - $55.2K
|
51.3K
$1.94M
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-2.33KClosed |
$72.3K - $75K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.28K- 16.97% |
$102K - $106K
|
16K
$605K
|
|
Jan 14, 2022
Q4 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.94K- 3.85% |
$122K - $127K
|
98.4K
$3.72M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-11.3KClosed |
$350K - $363K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
SELL
|
- |
-11.8KClosed |
$367K - $380K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.8K- 14.54% |
$367K - $381K
|
69.4K
$2.62M
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-14K- 26.62% |
$435K - $451K
|
38.6K
$1.46M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-20.8K- 65.01% |
$648K - $671K
|
11.2K
$424K
|