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 |
---|---|---|---|---|---|---|---|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
1.33K+ 13.11% |
$38K - $40.9K
|
11.5K
$453K
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.3K+ 12.19% |
$37K - $39.8K
|
12K
$471K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.2K+ 4.6% |
$34.1K - $36.7K
|
27.3K
$1.07M
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.13K+ 9.61% |
$32K - $34.5K
|
12.8K
$505K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1KNew |
$28.5K - $30.7K
|
1K
$39.4K
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
900+ 2.63% |
$25.6K - $27.6K
|
35.1K
$1.38M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
880New |
$25.1K - $27K
|
880
$34.7K
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
860New |
$24.5K - $26.4K
|
860
$33.9K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
750New |
$21.4K - $23K
|
750
$29.5K
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
700New |
$19.9K - $21.5K
|
700
$27.6K
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
674+ 31.78% |
$19.2K - $20.7K
|
2.8K
$110K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
490New |
$14K - $15K
|
490
$19.3K
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
104+ 1.32% |
$2.96K - $3.19K
|
7.99K
$315K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
24New |
$684 - $736
|
24
$945
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
15New |
$427 - $460
|
15
$591
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
15New |
$427 - $460
|
15
$591
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
10+ 0.03% |
$285 - $307
|
28.6K
$1.13M
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
8+ 0.02% |
$228 - $245
|
42.3K
$1.66M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-112- 0.29% |
$3.19K - $3.43K
|
38.1K
$1.5M
|
|
Feb 01, 2023
Q4 2022
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-158- 1.31% |
$4.5K - $4.84K
|
11.9K
$468K
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-200- 1.27% |
$5.7K - $6.13K
|
15.6K
$612K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-653- 4.86% |
$18.6K - $20K
|
12.8K
$503K
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-834- 49.88% |
$23.8K - $25.6K
|
838
$33K
|
|
Feb 14, 2023
Q4 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.05K- 3.33% |
$30K - $32.3K
|
30.6K
$1.2M
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.45K- 1.88% |
$41.3K - $44.4K
|
75.8K
$2.98M
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.93K- 10.36% |
$54.9K - $59K
|
16.7K
$656K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.48K- 18.29% |
$70.6K - $76K
|
11.1K
$436K
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.69K- 9.31% |
$76.5K - $82.3K
|
26.1K
$1.03M
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.82K- 16.86% |
$80.3K - $86.5K
|
13.9K
$548K
|
|
Feb 14, 2023
Q4 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-3.01K- 15.43% |
$85.7K - $92.3K
|
16.5K
$650K
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-9.6K- 8.79% |
$273K - $294K
|
99.7K
$3.93M
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-15K- 26.73% |
$426K - $458K
|
41K
$1.61M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-29.1K- 89.91% |
$830K - $893K
|
3.27K
$129K
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-32.8K- 47.87% |
$935K - $1.01M
|
35.7K
$1.41M
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-432K- 96.6% |
$12.3M - $13.3M
|
15.2K
$599K
|