Purchases and Sales Made in Q4 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 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
23.3K+ 0.96% |
$663K - $713K
|
2.45M
$96.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.6K+ 137.83% |
$643K - $692K
|
39K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.2K+ 65.93% |
$633K - $681K
|
56K
$2.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
21.1K+ 20.07% |
$600K - $646K
|
126K
$4.96M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.1K+ 39.16% |
$571K - $615K
|
71.3K
$2.81M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.3KNew |
$521K - $561K
|
18.3K
$721K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17.7K+ 87.48% |
$504K - $542K
|
37.9K
$1.49M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.4KNew |
$495K - $533K
|
17.4K
$685K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
17.1K+ 5.28% |
$487K - $524K
|
341K
$13.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
17K+ 28.09% |
$485K - $521K
|
77.6K
$3.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.9K+ 31.33% |
$483K - $519K
|
71K
$2.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
16.4KNew |
$467K - $502K
|
16.4K
$645K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
16.1K+ 124.51% |
$458K - $493K
|
29K
$1.14M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
15.8KNew |
$450K - $484K
|
15.8K
$622K
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
BUY
|
- |
15.6K+ 118.42% |
$443K - $477K
|
28.7K
$1.13M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.1KNew |
$429K - $462K
|
15.1K
$593K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.8K+ 205.5% |
$422K - $454K
|
22K
$868K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
14.3K+ 73.36% |
$407K - $438K
|
33.7K
$1.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
14KNew |
$399K - $430K
|
14K
$552K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
12.9KNew |
$368K - $396K
|
12.9K
$509K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12.5K+ 20.71% |
$357K - $384K
|
73K
$2.88M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.5KNew |
$328K - $352K
|
11.5K
$453K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
10.3KNew |
$292K - $314K
|
10.3K
$404K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.2K+ 36.02% |
$291K - $313K
|
38.5K
$1.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
9.96KNew |
$284K - $305K
|
9.96K
$392K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.35K+ 37.25% |
$238K - $256K
|
30.8K
$1.21M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.26K+ 65.76% |
$235K - $253K
|
20.8K
$820K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.14KNew |
$203K - $219K
|
7.14K
$281K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.03K+ 75.79% |
$200K - $216K
|
16.3K
$642K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6.83KNew |
$195K - $209K
|
6.83K
$269K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6.74KNew |
$192K - $206K
|
6.74K
$265K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.95K+ 24.98% |
$169K - $182K
|
29.8K
$1.17M
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5.36K+ 42.22% |
$153K - $164K
|
18.1K
$711K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.11K+ 38.57% |
$146K - $157K
|
18.4K
$724K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4.73K+ 15.43% |
$135K - $145K
|
35.4K
$1.39M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.57K+ 15.45% |
$130K - $140K
|
34.2K
$1.35M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.32K+ 49.56% |
$123K - $132K
|
13K
$514K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.21K+ 1.2% |
$120K - $129K
|
354K
$14M
|
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
3.79K+ 40.73% |
$108K - $116K
|
13.1K
$516K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.02K+ 12.41% |
$86K - $92.6K
|
27.4K
$1.08M
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.76K+ 3.29% |
$78.6K - $84.6K
|
86.7K
$3.42M
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.7K+ 27.0% |
$76.9K - $82.8K
|
12.7K
$500K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.45K+ 30.06% |
$69.8K - $75.1K
|
10.6K
$417K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.32KNew |
$66K - $71.1K
|
2.32K
$91.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.1KNew |
$59.8K - $64.4K
|
2.1K
$82.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.05K+ 24.55% |
$58.4K - $62.8K
|
10.4K
$410K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.9K+ 16.52% |
$54.2K - $58.3K
|
13.4K
$528K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.71KNew |
$48.8K - $52.5K
|
1.71K
$67.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
1.58K+ 19.67% |
$45K - $48.4K
|
9.61K
$379K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1.55KNew |
$44.3K - $47.6K
|
1.55K
$61.2K
|