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 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-746- 1.09% |
$21.1K - $22.9K
|
67.8K
$2.56M
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-785- 1.1% |
$22.2K - $24.1K
|
70.9K
$2.68M
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-817- 11.93% |
$23.1K - $25.1K
|
6.03K
$228K
|
|
Jan 26, 2023
Q4 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-832- 1.88% |
$23.6K - $25.5K
|
43.3K
$1.64M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-922- 1.08% |
$26.1K - $28.3K
|
84.5K
$3.19M
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-975- 2.24% |
$27.6K - $29.9K
|
42.5K
$1.61M
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-1K- 11.76% |
$28.3K - $30.7K
|
7.5K
$283K
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.29K- 13.46% |
$36.5K - $39.5K
|
8.29K
$313K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.56K- 17.49% |
$44.1K - $47.7K
|
7.34K
$277K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.81K- 2.97% |
$51.2K - $55.4K
|
59K
$2.23M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.03K- 14.76% |
$57.4K - $62.2K
|
11.7K
$442K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.5K- 5.44% |
$70.8K - $76.7K
|
43.5K
$1.64M
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2.51K- 2.29% |
$71.2K - $77.1K
|
107K
$4.05M
|
|
Feb 09, 2023
Q4 2022
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-2.7K- 19.93% |
$76.5K - $82.8K
|
10.9K
$410K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.96K- 12.87% |
$83.7K - $90.7K
|
20K
$756K
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-3.26K- 23.81% |
$92.2K - $99.9K
|
10.4K
$394K
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.48K- 20.54% |
$98.6K - $107K
|
13.5K
$509K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.55K- 2.73% |
$101K - $109K
|
127K
$4.78M
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-4K- 29.51% |
$113K - $123K
|
9.56K
$361K
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
SELL
|
- |
-4.26K- 19.0% |
$121K - $131K
|
18.2K
$687K
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4.97K- 20.34% |
$141K - $152K
|
19.5K
$735K
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.33K- 5.06% |
$151K - $164K
|
100K
$3.78M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.48K- 9.68% |
$155K - $168K
|
51.1K
$1.93M
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-5.6K- 25.78% |
$159K - $172K
|
16.1K
$609K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.33K- 10.6% |
$179K - $194K
|
53.4K
$2.02M
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.05K- 8.24% |
$200K - $216K
|
78.4K
$2.96M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.32K- 7.34% |
$207K - $225K
|
92.5K
$3.49M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.98K- 14.33% |
$254K - $276K
|
53.7K
$2.03M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.04K- 3.95% |
$256K - $277K
|
220K
$8.31M
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-14.5K- 9.3% |
$411K - $445K
|
142K
$5.35M
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-16.4K- 30.77% |
$465K - $504K
|
37K
$1.4M
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-19.9K- 1.05% |
$565K - $612K
|
1.87M
$70.8M
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-21KClosed |
$594K - $643K
|
0
$0
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-33.8K- 52.91% |
$959K - $1.04M
|
30.1K
$1.14M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-90.1K- 8.25% |
$2.55M - $2.76M
|
1M
$37.9M
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-90.6K- 8.54% |
$2.57M - $2.78M
|
971K
$36.7M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-153K- 84.49% |
$4.33M - $4.69M
|
28K
$1.06M
|