Purchases and Sales Made in Q1 2023 in Innovator ETF Tr Us Equity Acc (XBAP)
This table provides information about the institutional ownership of Innovator ETF Tr Us Equity Acc (XBAP) during Q1 2023. The information is specifically focused on institutions that hold shares of INNOVATOR ETF TR US EQUITY ACC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
101KNew |
$2.55M - $2.78M
|
101K
$3.44M
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
38.1KNew |
$962K - $1.05M
|
38.1K
$1.3M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.2KNew |
$586K - $637K
|
23.2K
$789K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.6K+ 37.86% |
$419K - $456K
|
60.4K
$2.05M
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
15.8KNew |
$399K - $434K
|
15.8K
$538K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.56K+ 71.78% |
$216K - $235K
|
20.5K
$697K
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
7.93KNew |
$200K - $218K
|
7.93K
$270K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.4KNew |
$187K - $203K
|
7.4K
$252K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.79K+ 26.62% |
$70.5K - $76.7K
|
13.3K
$452K
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10+ 0.07% |
$253 - $275
|
13.6K
$464K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.36K- 5.0% |
$34.2K - $37.2K
|
25.7K
$876K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.53K- 15.94% |
$38.7K - $42.2K
|
8.09K
$275K
|