Purchases and Sales Made in Q3 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
352K+ 108.75% |
$11.7M - $12M
|
677K
$26.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
190KNew |
$6.34M - $6.48M
|
190K
$7.49M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
122K+ 553.1% |
$4.05M - $4.15M
|
144K
$5.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
94.8K+ 36.03% |
$3.16M - $3.23M
|
358K
$14.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
90.8K+ 61.73% |
$3.03M - $3.1M
|
238K
$9.37M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
70.6K+ 11.63% |
$2.35M - $2.41M
|
677K
$26.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
70.1K+ 327.16% |
$2.34M - $2.39M
|
91.6K
$3.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
65.5KNew |
$2.18M - $2.23M
|
65.5K
$2.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.8K+ 101.35% |
$1.63M - $1.67M
|
97K
$3.82M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
44.9KNew |
$1.5M - $1.53M
|
44.9K
$1.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
43.3K+ 81.21% |
$1.44M - $1.48M
|
96.6K
$3.81M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
31.1K+ 50.31% |
$1.04M - $1.06M
|
92.9K
$3.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
29.9K+ 238.01% |
$996K - $1.02M
|
42.5K
$1.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
28.3KNew |
$944K - $966K
|
28.3K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
24.4K+ 56.78% |
$812K - $831K
|
67.3K
$2.65M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
23.3K+ 216.27% |
$775K - $793K
|
34K
$1.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21.1K+ 7.95% |
$704K - $721K
|
287K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.9KNew |
$663K - $678K
|
19.9K
$783K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
19.4K+ 5.66% |
$646K - $661K
|
362K
$14.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
18.7K+ 17.44% |
$625K - $639K
|
126K
$4.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17.4K+ 29.35% |
$581K - $595K
|
76.9K
$3.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.2K+ 8.1% |
$473K - $484K
|
189K
$7.46M
|
|
|
Nov 01, 2023
Q3 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
14KNew |
$467K - $478K
|
14K
$552K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
13.1K+ 123.17% |
$435K - $445K
|
23.7K
$932K
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.9KNew |
$397K - $407K
|
11.9K
$469K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.5KNew |
$351K - $360K
|
10.5K
$415K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.31KNew |
$210K - $215K
|
6.31K
$248K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.03K+ 14.21% |
$201K - $206K
|
48.4K
$1.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.89K+ 10.97% |
$196K - $201K
|
59.5K
$2.34M
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.64K+ 14.78% |
$154K - $158K
|
36K
$1.42M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.47K+ 20.71% |
$149K - $152K
|
26K
$1.03M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.48K+ 9.38% |
$116K - $119K
|
40.6K
$1.6M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.3K+ 25.72% |
$110K - $113K
|
16.1K
$635K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.24K+ 10.12% |
$108K - $111K
|
35.3K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.07K+ 6.62% |
$69.1K - $70.7K
|
33.4K
$1.31M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.83K+ 9.01% |
$60.9K - $62.3K
|
22.1K
$870K
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
1.66K+ 18.12% |
$55.4K - $56.7K
|
10.8K
$427K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.29K+ 1.96% |
$43K - $44K
|
67.1K
$2.64M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.22K+ 146.06% |
$40.8K - $41.8K
|
2.06K
$81.2K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
808+ 2.97% |
$26.9K - $27.6K
|
28K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
730+ 6.53% |
$24.3K - $24.9K
|
11.9K
$469K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
656+ 5.77% |
$21.9K - $22.4K
|
12K
$474K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
589+ 2.46% |
$19.6K - $20.1K
|
24.5K
$965K
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
400+ 3.85% |
$13.3K - $13.6K
|
10.8K
$425K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
368+ 2.74% |
$12.3K - $12.6K
|
13.8K
$543K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
301+ 2.74% |
$10K - $10.3K
|
11.3K
$445K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
200New |
$6.67K - $6.82K
|
200
$7.88K
|
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
177+ 0.99% |
$5.9K - $6.04K
|
18K
$708K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|