Purchases and Sales Made in Q1 2023 in Innovator U.S. Small Cap Power (KAPR)
This table provides information about the institutional ownership of Innovator U.S. Small Cap Power (KAPR) during Q1 2023. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. SMALL CAP POWER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
85.6KNew |
$2.16M - $2.28M
|
85.6K
$2.93M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
76.9K+ 454.74% |
$1.94M - $2.05M
|
93.8K
$3.21M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
57.7K+ 1153180.0% |
$1.45M - $1.54M
|
57.7K
$1.97M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
33.5KNew |
$845K - $893K
|
33.5K
$1.15M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
30.2K+ 128.96% |
$763K - $806K
|
53.7K
$1.84M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
23.1K+ 7.1% |
$583K - $616K
|
349K
$11.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
20.8KNew |
$525K - $555K
|
20.8K
$713K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
18.8KNew |
$474K - $501K
|
18.8K
$644K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.9K+ 22.21% |
$402K - $424K
|
87.7K
$3M
|
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
9.86KNew |
$249K - $263K
|
9.86K
$338K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
9.4KNew |
$237K - $250K
|
9.4K
$322K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
9.11K+ 13.72% |
$230K - $243K
|
75.5K
$2.59M
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
8.39K+ 157.18% |
$212K - $224K
|
13.7K
$470K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.55KNew |
$190K - $201K
|
7.55K
$258K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.3K+ 39.49% |
$159K - $168K
|
22.2K
$762K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.54K+ 49.27% |
$115K - $121K
|
13.8K
$471K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.34KNew |
$109K - $116K
|
4.34K
$149K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.92K+ 6.55% |
$99K - $105K
|
63.8K
$2.19M
|
|
|
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
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.86K+ 20.87% |
$72.1K - $76.2K
|
16.6K
$567K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.85KNew |
$46.8K - $49.4K
|
1.85K
$63.5K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
568+ 0.91% |
$14.3K - $15.1K
|
62.7K
$2.15M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
200+ 10.7% |
$5.04K - $5.33K
|
2.07K
$70.9K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
117+ 0.86% |
$2.95K - $3.12K
|
13.7K
$470K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-120- 1.5% |
$3.03K - $3.2K
|
7.87K
$270K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-188- 1.31% |
$4.74K - $5.01K
|
14.1K
$484K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-265- 1.17% |
$6.68K - $7.06K
|
22.3K
$764K
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-385- 2.11% |
$9.71K - $10.3K
|
17.8K
$610K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-485- 2.18% |
$12.2K - $12.9K
|
21.8K
$747K
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
SELL
|
- |
-600- 5.21% |
$15.1K - $16K
|
10.9K
$374K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-865- 35.51% |
$21.8K - $23K
|
1.57K
$53.8K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1K- 7.3% |
$25.2K - $26.6K
|
12.7K
$435K
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.36K- 0.82% |
$34.3K - $36.2K
|
165K
$5.65M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.95K- 16.45% |
$49.1K - $51.8K
|
9.88K
$338K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-2K- 19.53% |
$50.4K - $53.3K
|
8.24K
$282K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2K- 10.14% |
$50.4K - $53.3K
|
17.7K
$607K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.8K- 73.68% |
$70.6K - $74.6K
|
1K
$34.3K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.72K- 17.74% |
$144K - $152K
|
26.5K
$908K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-6.94K- 70.32% |
$175K - $185K
|
2.93K
$100K
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-14.4K- 50.28% |
$364K - $384K
|
14.3K
$488K
|
|
|
May 15, 2023
Q1 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-15.5K- 6.7% |
$391K - $413K
|
216K
$7.39M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.4K- 19.52% |
$439K - $464K
|
71.8K
$2.46M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-36.4K- 98.61% |
$917K - $969K
|
512
$17.5K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-44.2K- 59.92% |
$1.11M - $1.18M
|
29.5K
$1.01M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-54.2K- 22.26% |
$1.37M - $1.44M
|
189K
$6.48M
|