Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-568- 0.35% |
$17.4K - $19K
|
163K
$6.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-621- 0.47% |
$19K - $20.7K
|
131K
$4.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-660- 7.06% |
$20.2K - $22K
|
8.69K
$328K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-775- 4.25% |
$23.8K - $25.9K
|
17.5K
$660K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-786- 6.38% |
$24.1K - $26.2K
|
11.5K
$436K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1K- 62.5% |
$30.7K - $33.4K
|
600
$22.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-1K- 0.99% |
$30.7K - $33.4K
|
100K
$3.78M
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.04K- 2.87% |
$31.9K - $34.7K
|
35.2K
$1.33M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.04K- 5.74% |
$31.9K - $34.8K
|
17.1K
$647K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.24K- 3.27% |
$38.1K - $41.5K
|
36.8K
$1.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.35K- 12.12% |
$41.5K - $45.1K
|
9.81K
$371K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-1.36K- 4.03% |
$41.7K - $45.4K
|
32.3K
$1.22M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.43K- 1.95% |
$43.7K - $47.6K
|
71.6K
$2.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.49K- 5.73% |
$45.7K - $49.8K
|
24.6K
$928K
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.54K- 8.79% |
$47.2K - $51.4K
|
16K
$605K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.59K- 2.85% |
$48.7K - $53.1K
|
54.3K
$2.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.65K- 14.41% |
$50.6K - $55.1K
|
9.8K
$370K
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.72K- 5.21% |
$52.6K - $57.3K
|
31.3K
$1.18M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.73K- 2.01% |
$53.1K - $57.8K
|
84.5K
$3.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.79K- 22.21% |
$54.7K - $59.6K
|
6.25K
$236K
|
|
|
Feb 01, 2024
Q4 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-2.04K- 6.04% |
$62.5K - $68K
|
31.7K
$1.2M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.3K- 12.88% |
$70.5K - $76.8K
|
15.6K
$588K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.4K- 26.31% |
$73.5K - $80K
|
6.71K
$254K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.93K- 15.52% |
$89.9K - $97.9K
|
16K
$603K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3.11K- 18.35% |
$95.5K - $104K
|
13.9K
$524K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.57K- 5.11% |
$140K - $152K
|
84.8K
$3.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
SELL
|
- |
-4.59K- 38.59% |
$141K - $153K
|
7.3K
$276K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.54K- 6.74% |
$170K - $185K
|
76.7K
$2.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-6.19K- 10.0% |
$190K - $207K
|
55.8K
$2.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.23K- 6.51% |
$191K - $208K
|
89.4K
$3.38M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-7.09K- 2.02% |
$217K - $237K
|
343K
$13M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7.15K- 5.95% |
$219K - $239K
|
113K
$4.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-7.18K- 1.91% |
$220K - $240K
|
368K
$13.9M
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-7.4KClosed |
$227K - $247K
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.55K- 6.1% |
$231K - $252K
|
116K
$4.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.61K- 17.58% |
$294K - $321K
|
45K
$1.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-9.83K- 44.02% |
$301K - $328K
|
12.5K
$472K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.8K- 12.33% |
$361K - $393K
|
83.8K
$3.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12.4K- 54.58% |
$381K - $414K
|
10.3K
$390K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-13.2K- 37.86% |
$404K - $440K
|
21.6K
$817K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14K- 11.1% |
$429K - $467K
|
112K
$4.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-14.7K- 13.43% |
$450K - $489K
|
94.5K
$3.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-16.3K- 6.31% |
$501K - $545K
|
242K
$9.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-18.8K- 44.54% |
$578K - $629K
|
23.5K
$887K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-19.4K- 27.54% |
$595K - $648K
|
51.1K
$1.93M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-20K- 93.02% |
$613K - $668K
|
1.5K
$56.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-27.2K- 30.82% |
$833K - $907K
|
61K
$2.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-42.8K- 11.3% |
$1.31M - $1.43M
|
336K
$12.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-45.1K- 33.01% |
$1.38M - $1.5M
|
91.4K
$3.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-77.4K- 82.17% |
$2.37M - $2.58M
|
16.8K
$635K
|