Purchases and Sales Made in Q1 2024 in Innovator U.S. Equity Power Bu (PMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PMAR) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
6.27K+ 30.83% |
$223K - $231K
|
26.6K
$1.06M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.86K+ 34.13% |
$208K - $216K
|
23K
$916K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
5.86K+ 15.6% |
$208K - $216K
|
43.4K
$1.73M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.63KNew |
$200K - $207K
|
5.63K
$224K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.46K+ 4.79% |
$194K - $201K
|
119K
$4.75M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
5.06K+ 31.4% |
$180K - $186K
|
21.2K
$842K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4.39K+ 69.79% |
$156K - $162K
|
10.7K
$425K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
4.3K+ 74.44% |
$153K - $158K
|
10.1K
$401K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.14K+ 63.33% |
$147K - $152K
|
10.7K
$425K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.08K+ 4.75% |
$145K - $150K
|
89.9K
$3.57M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.8K+ 38.27% |
$135K - $140K
|
13.7K
$546K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.51K+ 12.63% |
$124K - $129K
|
31.3K
$1.24M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.3KNew |
$117K - $121K
|
3.3K
$131K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.85KNew |
$101K - $105K
|
2.85K
$113K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.79K+ 6.21% |
$99.1K - $103K
|
47.7K
$1.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.53K+ 26.35% |
$89.8K - $93.1K
|
12.1K
$483K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.31K+ 3.55% |
$81.9K - $84.8K
|
67.2K
$2.67M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.95K+ 28.02% |
$69.1K - $71.6K
|
8.89K
$354K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.81K+ 28.15% |
$64.4K - $66.8K
|
8.26K
$329K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1.8K+ 12.24% |
$63.9K - $66.3K
|
16.5K
$657K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.56K+ 11.93% |
$55.4K - $57.4K
|
14.6K
$582K
|
|
|
Apr 22, 2024
Q1 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
1.38K+ 8.58% |
$49.1K - $50.9K
|
17.5K
$696K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.25K+ 156.25% |
$44.4K - $46K
|
2.05K
$81.5K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
900+ 12.68% |
$32K - $33.1K
|
8K
$318K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
878+ 13.79% |
$31.2K - $32.3K
|
7.24K
$288K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
856+ 10.85% |
$30.4K - $31.5K
|
8.75K
$348K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
846+ 7.84% |
$30K - $31.1K
|
11.6K
$463K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
742+ 6.21% |
$26.3K - $27.3K
|
12.7K
$505K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
657+ 10.58% |
$23.3K - $24.2K
|
6.87K
$273K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
473New |
$16.8K - $17.4K
|
473
$18.8K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
313New |
$11.1K - $11.5K
|
313
$12.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
200+ 2.35% |
$7.1K - $7.36K
|
8.7K
$346K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
150New |
$5.33K - $5.52K
|
150
$5.97K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-28- 0.26% |
$994 - $1.03K
|
10.7K
$427K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-121- 21.42% |
$4.3K - $4.45K
|
444
$17.7K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-340- 3.03% |
$12.1K - $12.5K
|
10.9K
$434K
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-386- 1.19% |
$13.7K - $14.2K
|
32K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-400- 10.06% |
$14.2K - $14.7K
|
3.58K
$142K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-431- 5.66% |
$15.3K - $15.9K
|
7.19K
$286K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-480- 1.08% |
$17K - $17.7K
|
44.2K
$1.76M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-512- 5.34% |
$18.2K - $18.8K
|
9.07K
$361K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-592- 0.86% |
$21K - $21.8K
|
68.3K
$2.72M
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-600- 9.82% |
$21.3K - $22.1K
|
5.51K
$219K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-730- 1.69% |
$25.9K - $26.9K
|
42.6K
$1.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-853- 4.44% |
$30.3K - $31.4K
|
18.4K
$731K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.07K- 1.69% |
$37.8K - $39.2K
|
62K
$2.46M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.31K- 17.21% |
$46.4K - $48.1K
|
6.29K
$250K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.53K- 72.39% |
$54.4K - $56.4K
|
584
$23.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.06K- 9.03% |
$73.1K - $75.8K
|
20.7K
$824K
|