Purchases and Sales Made in Q4 2022 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 2022. 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 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
474K+ 6554.24% |
$13.4M - $14.5M
|
481K
$18.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
85.5K+ 21.84% |
$2.42M - $2.62M
|
477K
$18M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36.3K+ 12.02% |
$1.03M - $1.11M
|
339K
$12.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
27.5KNew |
$780K - $845K
|
27.5K
$1.04M
|
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
25.4KNew |
$720K - $780K
|
25.4K
$961K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.2K+ 33.67% |
$543K - $588K
|
76.1K
$2.87M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15.6KNew |
$443K - $480K
|
15.6K
$591K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.3KNew |
$292K - $316K
|
10.3K
$390K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.2KNew |
$290K - $314K
|
10.2K
$386K
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
7.49KNew |
$212K - $230K
|
7.49K
$283K
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
6.92KNew |
$196K - $212K
|
6.92K
$261K
|
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
5.61K+ 2.94% |
$159K - $172K
|
196K
$7.42M
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
5.01K+ 17.02% |
$142K - $154K
|
34.4K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.34KNew |
$123K - $133K
|
4.34K
$164K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.3K+ 22.91% |
$93.5K - $101K
|
17.7K
$669K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
3.23K+ 4.69% |
$91.4K - $99K
|
72K
$2.72M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
3.01KNew |
$85.3K - $92.4K
|
3.01K
$114K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.57KNew |
$72.7K - $78.8K
|
2.57K
$97K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.34KNew |
$66.3K - $71.8K
|
2.34K
$88.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.26KNew |
$35.7K - $38.7K
|
1.26K
$47.7K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.1K+ 6.98% |
$31.2K - $33.8K
|
16.9K
$638K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.05K+ 0.99% |
$29.8K - $32.3K
|
107K
$4.05M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
941+ 3.33% |
$26.7K - $28.9K
|
29.2K
$1.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
850+ 7.81% |
$24.1K - $26.1K
|
11.7K
$443K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
756+ 0.23% |
$21.4K - $23.2K
|
330K
$12.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
730New |
$20.7K - $22.4K
|
730
$27.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
700New |
$19.8K - $21.5K
|
700
$26.5K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
695New |
$19.7K - $21.3K
|
695
$26.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
487+ 1.4% |
$13.8K - $14.9K
|
35.3K
$1.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
430+ 12.35% |
$12.2K - $13.2K
|
3.91K
$148K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
400+ 36.36% |
$11.3K - $12.3K
|
1.5K
$56.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
200+ 1.74% |
$5.67K - $6.14K
|
11.7K
$442K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
170+ 0.83% |
$4.82K - $5.22K
|
20.6K
$780K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
162+ 0.97% |
$4.59K - $4.97K
|
16.9K
$638K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
44+ 0.07% |
$1.25K - $1.35K
|
65.3K
$2.47M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
15New |
$425 - $460
|
15
$567
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2- 0.01% |
$56.7 - $61.4
|
15.7K
$593K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-108- 0.8% |
$3.06K - $3.31K
|
13.5K
$509K
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-130- 0.73% |
$3.68K - $3.99K
|
17.7K
$669K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-239- 1.44% |
$6.77K - $7.33K
|
16.4K
$619K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-267- 2.97% |
$7.56K - $8.19K
|
8.71K
$329K
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-279- 1.18% |
$7.9K - $8.56K
|
23.3K
$881K
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-340- 0.8% |
$9.63K - $10.4K
|
42K
$1.59M
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-469- 0.97% |
$13.3K - $14.4K
|
47.9K
$1.81M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-595- 2.98% |
$16.9K - $18.3K
|
19.4K
$733K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-596- 0.63% |
$16.9K - $18.3K
|
93.7K
$3.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-632- 4.06% |
$17.9K - $19.4K
|
14.9K
$565K
|
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-634- 3.3% |
$18K - $19.5K
|
18.6K
$703K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-638- 9.36% |
$18.1K - $19.6K
|
6.18K
$234K
|