Latest Institutional Purchases of Innovator U.S. Small Cap Power (KAPR)
This list provides information on the latest institutional transactions involving Innovator U.S. Small Cap Power (KAPR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.37K+ 23.71% |
$99.6K - $105K
|
17.6K
$599K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.28K+ 203.4% |
$67.4K - $70.9K
|
3.4K
$116K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2.17KNew |
$64.2K - $67.5K
|
2.17K
$74K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2K+ 61.36% |
$59.2K - $62.2K
|
5.26K
$179K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.5KNew |
$44.4K - $46.7K
|
1.5K
$51.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
751New |
$22.2K - $23.4K
|
751
$25.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
554New |
$16.4K - $17.2K
|
554
$18.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
386+ 3.24% |
$11.4K - $12K
|
12.3K
$420K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
311New |
$9.21K - $9.68K
|
311
$10.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
117+ 0.53% |
$3.46K - $3.64K
|
22.3K
$763K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
2.24K+ 1.53% |
$63K - $69.8K
|
149K
$5.08M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
726+ 1.02% |
$20.4K - $22.6K
|
72.2K
$2.46M
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
400New |
$11.3K - $12.5K
|
400
$13.7K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
34.2KNew |
$875K - $1.01M
|
34.2K
$1.17M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
26.7KNew |
$683K - $786K
|
26.7K
$912K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
20.8K+ 2079700.0% |
$532K - $612K
|
20.8K
$710K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
15.1K+ 160.22% |
$386K - $444K
|
24.5K
$837K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
14.7KNew |
$375K - $431K
|
14.7K
$500K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
11.9KNew |
$304K - $350K
|
11.9K
$406K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
7.36KNew |
$188K - $217K
|
7.36K
$251K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
6.07K+ 7492.59% |
$155K - $179K
|
6.15K
$210K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2KNew |
$51.1K - $58.8K
|
2K
$68.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
320New |
$8.18K - $9.41K
|
320
$10.9K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.75K+ 2.07% |
$46.6K - $49.7K
|
86.4K
$2.95M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
636New |
$16.9K - $18K
|
636
$21.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
148New |
$3.93K - $4.19K
|
148
$5.05K
|
|
| Q2 2023 | |||||||
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8.28KNew |
$215K - $228K
|
8.28K
$283K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.29KNew |
$59.4K - $63.1K
|
2.29K
$78.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.64K+ 174.79% |
$42.6K - $45.2K
|
2.58K
$88.2K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
559New |
$14.5K - $15.4K
|
559
$19.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
320New |
$8.3K - $8.81K
|
320
$10.9K
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
8.39K+ 157.18% |
$212K - $224K
|
13.7K
$469K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.05KNew |
$76.9K - $81.3K
|
3.05K
$104K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.93KNew |
$73.9K - $78.1K
|
2.93K
$100K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
12.5KNew |
$301K - $324K
|
12.5K
$425K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
10.5KNew |
$253K - $273K
|
10.5K
$358K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
27New |
$652 - $702
|
27
$922
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5New |
$121 - $130
|
5
$171
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
890New |
$21.3K - $23.7K
|
890
$30.4K
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
313New |
$7.41K - $8.43K
|
313
$10.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
40New |
$946 - $1.08K
|
40
$1.37K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34.4KNew |
$888K - $956K
|
34.4K
$1.18M
|
|
| Q2 2021 | |||||||
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.85KNew |
$49.1K - $51.5K
|
1.85K
$63.2K
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.1KNew |
$29.2K - $30.6K
|
1.1K
$37.6K
|
|