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 |
|---|---|---|---|---|---|---|---|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-19Closed |
$633 - $648
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-78- 0.43% |
$2.6K - $2.66K
|
17.9K
$705K
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-125- 0.98% |
$4.17K - $4.26K
|
12.6K
$495K
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-210- 0.94% |
$7K - $7.16K
|
22.2K
$873K
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-285- 1.17% |
$9.5K - $9.72K
|
24.1K
$948K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-360- 1.72% |
$12K - $12.3K
|
20.6K
$812K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-378- 2.71% |
$12.6K - $12.9K
|
13.6K
$534K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-464- 4.23% |
$15.5K - $15.8K
|
10.5K
$413K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-506- 3.05% |
$16.9K - $17.3K
|
16.1K
$633K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-755- 2.31% |
$25.2K - $25.8K
|
31.9K
$1.26M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-758- 6.76% |
$25.3K - $25.9K
|
10.5K
$412K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-822- 1.44% |
$27.4K - $28K
|
56.2K
$2.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.04K- 7.94% |
$34.7K - $35.5K
|
12.1K
$475K
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.08K- 4.1% |
$36.1K - $37K
|
25.4K
$998K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-1.1K- 4.72% |
$36.6K - $37.5K
|
22.2K
$874K
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.32K- 3.28% |
$44K - $45K
|
38.9K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.39K- 5.42% |
$46.3K - $47.4K
|
24.3K
$955K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-1.4K- 4.02% |
$46.7K - $47.8K
|
33.4K
$1.31M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.5K- 13.04% |
$50K - $51.2K
|
10K
$394K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.76K- 0.99% |
$58.7K - $60.1K
|
177K
$6.95M
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.88K- 16.05% |
$62.5K - $64K
|
9.81K
$386K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.06K- 8.54% |
$68.6K - $70.2K
|
22K
$868K
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.66K- 1.68% |
$88.6K - $90.7K
|
155K
$6.11M
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.75K- 25.45% |
$91.7K - $93.8K
|
8.05K
$317K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.47K- 8.15% |
$182K - $187K
|
61.6K
$2.43M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
SELL
|
- |
-5.75K- 10.78% |
$192K - $196K
|
47.6K
$1.87M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-5.83K- 18.94% |
$194K - $199K
|
24.9K
$982K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-6.01K- 2.76% |
$200K - $205K
|
211K
$8.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-6.7K- 35.98% |
$223K - $229K
|
11.9K
$469K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-7.35K- 20.74% |
$245K - $251K
|
28.1K
$1.11M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.06K- 10.96% |
$302K - $309K
|
73.6K
$2.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-12.8K- 11.17% |
$425K - $435K
|
101K
$4M
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-13.8K- 16.1% |
$460K - $471K
|
72K
$2.83M
|
|
|
Nov 07, 2023
Q3 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-13.9K- 12.1% |
$463K - $474K
|
101K
$3.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-14.5K- 54.55% |
$484K - $495K
|
12.1K
$476K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-15.7K- 10.35% |
$522K - $534K
|
136K
$5.34M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-17K- 50.25% |
$567K - $580K
|
16.8K
$663K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-18.3K- 68.41% |
$611K - $625K
|
8.46K
$333K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-20.5K- 16.58% |
$683K - $699K
|
103K
$4.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-23.2K- 66.29% |
$774K - $792K
|
11.8K
$465K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-23.3K- 70.84% |
$776K - $794K
|
9.58K
$377K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-26.4K- 47.73% |
$881K - $901K
|
28.9K
$1.14M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-55.9K- 8.49% |
$1.86M - $1.91M
|
603K
$23.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-64.7K- 54.01% |
$2.16M - $2.21M
|
55.1K
$2.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-110K- 64.23% |
$3.68M - $3.76M
|
61.4K
$2.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-183K- 40.89% |
$6.09M - $6.23M
|
264K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-520K- 21.63% |
$17.3M - $17.7M
|
1.88M
$74.2M
|