Purchases and Sales Made in Q3 2022 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.93M+ 389.3% |
$54.5M - $57.3M
|
2.43M
$96.5M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
919KNew |
$25.9M - $27.3M
|
919K
$36.5M
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
481KNew |
$13.6M - $14.3M
|
481K
$19.1M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
468K+ 179.01% |
$13.2M - $13.9M
|
729K
$29M
|
|
Oct 21, 2022
Q3 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
423KNew |
$11.9M - $12.6M
|
423K
$16.8M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
362K+ 836.21% |
$10.2M - $10.7M
|
405K
$16.1M
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
167K+ 91.11% |
$4.71M - $4.95M
|
350K
$13.9M
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
131KNew |
$3.7M - $3.9M
|
131K
$5.22M
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
121KNew |
$3.4M - $3.58M
|
121K
$4.8M
|
|
Oct 21, 2022
Q3 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
109KNew |
$3.07M - $3.23M
|
109K
$4.33M
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
73.8K+ 21.43% |
$2.08M - $2.19M
|
418K
$16.6M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50.8K+ 27.58% |
$1.43M - $1.51M
|
235K
$9.34M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
41.1K+ 133.72% |
$1.16M - $1.22M
|
71.9K
$2.86M
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
38.2KNew |
$1.08M - $1.13M
|
38.2K
$1.52M
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
36.8KNew |
$1.04M - $1.09M
|
36.8K
$1.46M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.4K+ 65.05% |
$997K - $1.05M
|
89.8K
$3.57M
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
29.8K+ 244.61% |
$841K - $885K
|
42K
$1.67M
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
27.8K+ 84.96% |
$784K - $826K
|
60.6K
$2.41M
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
26KNew |
$733K - $772K
|
26K
$1.03M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
19.6K+ 48.01% |
$553K - $582K
|
60.5K
$2.41M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19K+ 53.98% |
$534K - $563K
|
54.1K
$2.15M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
18.9K+ 45.08% |
$534K - $562K
|
60.9K
$2.42M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
18.5K+ 46.41% |
$521K - $549K
|
58.3K
$2.32M
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
18KNew |
$509K - $535K
|
18K
$717K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
16.5K+ 18.6% |
$464K - $488K
|
105K
$4.17M
|
|
Nov 04, 2022
Q3 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
15.6K+ 24.59% |
$439K - $462K
|
79K
$3.14M
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13.3KNew |
$374K - $393K
|
13.3K
$527K
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
BUY
|
- |
13.2KNew |
$371K - $390K
|
13.2K
$523K
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
BUY
|
- |
12KNew |
$339K - $357K
|
12K
$478K
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
11.7KNew |
$330K - $347K
|
11.7K
$465K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
11.5KNew |
$324K - $342K
|
11.5K
$458K
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.7KNew |
$301K - $316K
|
10.7K
$424K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.87K+ 26.71% |
$278K - $293K
|
46.8K
$1.86M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.33K+ 38.25% |
$263K - $277K
|
33.7K
$1.34M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.28KNew |
$262K - $275K
|
9.28K
$369K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.85KNew |
$249K - $262K
|
8.85K
$352K
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8.72KNew |
$246K - $259K
|
8.72K
$347K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.45K+ 15.41% |
$238K - $251K
|
63.3K
$2.52M
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
8.03KNew |
$226K - $238K
|
8.03K
$319K
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.84K+ 91.82% |
$221K - $233K
|
16.4K
$651K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.22KNew |
$203K - $214K
|
7.22K
$287K
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
7.05K+ 9.16% |
$199K - $209K
|
84K
$3.34M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4K+ 24.67% |
$113K - $119K
|
20.2K
$804K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.45K+ 22.82% |
$97.4K - $102K
|
18.6K
$739K
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.4K+ 8.34% |
$95.9K - $101K
|
44.2K
$1.76M
|
|
Oct 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.05K+ 34.92% |
$86K - $90.5K
|
11.8K
$469K
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.96K+ 13.84% |
$83.4K - $87.8K
|
24.3K
$968K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.26K+ 53.84% |
$63.6K - $67K
|
6.45K
$256K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.96KNew |
$55.3K - $58.2K
|
1.96K
$78K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.67KNew |
$47.1K - $49.6K
|
1.67K
$66.5K
|