Purchases and Sales Made in Q4 2022 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 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
556KNew |
$16.2M - $17.3M
|
556K
$21.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
73.9K+ 18.85% |
$2.15M - $2.3M
|
466K
$18.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
56.2KNew |
$1.63M - $1.75M
|
56.2K
$2.21M
|
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
47.7KNew |
$1.39M - $1.48M
|
47.7K
$1.87M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
32KNew |
$929K - $993K
|
32K
$1.26M
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
11.8KNew |
$343K - $367K
|
11.8K
$463K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
9.81K+ 7.56% |
$285K - $305K
|
139K
$5.48M
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
3.67K+ 23.21% |
$107K - $114K
|
19.5K
$764K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.16KNew |
$62.8K - $67.1K
|
2.16K
$84.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.1K+ 22.78% |
$60.9K - $65.1K
|
11.3K
$443K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.83KNew |
$53.3K - $57K
|
1.83K
$72K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.8K+ 4.76% |
$52.3K - $55.9K
|
39.6K
$1.56M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.2KNew |
$34.9K - $37.3K
|
1.2K
$47.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
787New |
$22.9K - $24.5K
|
787
$30.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
782+ 10.44% |
$22.7K - $24.3K
|
8.27K
$325K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
638+ 0.83% |
$18.5K - $19.8K
|
77.6K
$3.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
455New |
$13.2K - $14.1K
|
455
$17.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
350+ 18.57% |
$10.2K - $10.9K
|
2.24K
$87.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
49New |
$1.42K - $1.52K
|
49
$1.92K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
9New |
$262 - $280
|
9
$353
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5New |
$145 - $155
|
5
$196
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2- 0.01% |
$58.1 - $62.1
|
31K
$1.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-56- 0.15% |
$1.63K - $1.74K
|
38.5K
$1.51M
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-69- 0.2% |
$2.01K - $2.14K
|
33.9K
$1.33M
|
|
|
Feb 01, 2023
Q4 2022
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-72- 0.4% |
$2.09K - $2.24K
|
17.9K
$701K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-90- 0.94% |
$2.62K - $2.8K
|
9.49K
$373K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-114- 1.04% |
$3.31K - $3.54K
|
10.8K
$424K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-145- 1.09% |
$4.21K - $4.51K
|
13.2K
$518K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-149- 0.28% |
$4.33K - $4.63K
|
52.3K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-205- 0.4% |
$5.96K - $6.37K
|
51.3K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-274- 2.19% |
$7.96K - $8.51K
|
12.2K
$481K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-300- 1.54% |
$8.72K - $9.32K
|
19.2K
$752K
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-435- 0.63% |
$12.6K - $13.5K
|
68.1K
$2.68M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-500- 10.42% |
$14.5K - $15.5K
|
4.3K
$169K
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-650- 6.55% |
$18.9K - $20.2K
|
9.28K
$364K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-786- 53.04% |
$22.8K - $24.4K
|
696
$27.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-820- 2.46% |
$23.8K - $25.5K
|
32.5K
$1.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-855- 6.0% |
$24.8K - $26.6K
|
13.4K
$526K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-1.31K- 3.73% |
$38.2K - $40.8K
|
33.9K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.38K- 11.14% |
$40.2K - $43K
|
11K
$433K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.54K- 3.13% |
$44.8K - $47.9K
|
47.8K
$1.88M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-1.57K- 50.0% |
$45.7K - $48.8K
|
1.57K
$61.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.71K- 2.76% |
$49.8K - $53.2K
|
60.4K
$2.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.76K- 6.79% |
$51.1K - $54.6K
|
24.1K
$947K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.08K- 3.66% |
$60.3K - $64.5K
|
54.6K
$2.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.72K- 1.58% |
$79.1K - $84.6K
|
170K
$6.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-3.17K- 17.99% |
$92K - $98.3K
|
14.4K
$567K
|
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-4.13K- 33.84% |
$120K - $128K
|
8.07K
$317K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.14K- 38.55% |
$120K - $129K
|
6.61K
$259K
|