Purchases and Sales Made in Q2 2024 in Innovator U.S. Equity Power Bu (POCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (POCT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
186K+ 74.03% |
$6.87M - $7.1M
|
436K
$17.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
157KNew |
$5.82M - $6.01M
|
157K
$6.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
48.3KNew |
$1.79M - $1.85M
|
48.3K
$1.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
40.2K+ 4.47% |
$1.49M - $1.54M
|
941K
$37.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
40.2K+ 21.06% |
$1.49M - $1.54M
|
231K
$9.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39K+ 44.57% |
$1.44M - $1.49M
|
126K
$5.03M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.5K+ 268.94% |
$1.35M - $1.4M
|
50K
$1.99M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
31.7KNew |
$1.18M - $1.21M
|
31.7K
$1.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
30.7KNew |
$1.14M - $1.17M
|
30.7K
$1.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.5K+ 20.95% |
$943K - $975K
|
147K
$5.84M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21.2K+ 21.37% |
$787K - $813K
|
121K
$4.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
13.9KNew |
$514K - $531K
|
13.9K
$552K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13K+ 48.93% |
$480K - $496K
|
39.5K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.8KNew |
$474K - $490K
|
12.8K
$509K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
11K+ 45.81% |
$408K - $421K
|
35K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.4K+ 25.21% |
$383K - $396K
|
51.4K
$2.04M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
9.11KNew |
$337K - $349K
|
9.11K
$362K
|
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
8.9K+ 4.35% |
$330K - $341K
|
213K
$8.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
8.53KNew |
$316K - $327K
|
8.53K
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
6.63K+ 6.87% |
$246K - $254K
|
103K
$4.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
6.39KNew |
$237K - $245K
|
6.39K
$254K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.71KNew |
$212K - $219K
|
5.71K
$227K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.29KNew |
$196K - $202K
|
5.29K
$210K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.07K+ 10.05% |
$188K - $194K
|
55.6K
$2.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
5.07KNew |
$188K - $194K
|
5.07K
$201K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.51KNew |
$167K - $173K
|
4.51K
$179K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.59K+ 70.81% |
$133K - $137K
|
8.66K
$344K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
2.42KNew |
$89.7K - $92.7K
|
2.42K
$96.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.89KNew |
$70.1K - $72.5K
|
1.89K
$75.3K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
895+ 0.85% |
$33.2K - $34.3K
|
106K
$4.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
391+ 6.1% |
$14.5K - $15K
|
6.81K
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
357New |
$13.2K - $13.7K
|
357
$14.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
355+ 4.15% |
$13.2K - $13.6K
|
8.9K
$354K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
342+ 11.32% |
$12.7K - $13.1K
|
3.36K
$134K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
326+ 0.19% |
$12.1K - $12.5K
|
175K
$6.94M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
207New |
$7.67K - $7.93K
|
207
$8.23K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
188+ 0.24% |
$6.97K - $7.2K
|
79.3K
$3.15M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
118+ 1.05% |
$4.37K - $4.52K
|
11.4K
$453K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
54New |
$2K - $2.07K
|
54
$2.15K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-15- 0.14% |
$556 - $574
|
11K
$438K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-19- 0.09% |
$704 - $728
|
20.7K
$825K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-26- 0.43% |
$963 - $996
|
5.98K
$238K
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-45- 0.24% |
$1.67K - $1.72K
|
18.5K
$737K
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-46- 0.19% |
$1.7K - $1.76K
|
23.7K
$941K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-57- 0.5% |
$2.11K - $2.18K
|
11.3K
$450K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-75- 0.15% |
$2.78K - $2.87K
|
51.2K
$2.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-88- 0.38% |
$3.26K - $3.37K
|
23.3K
$927K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-91- 0.85% |
$3.37K - $3.48K
|
10.7K
$424K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-141- 2.44% |
$5.22K - $5.4K
|
5.63K
$224K
|