Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.5K+ 12.37% |
$658K - $732K
|
250K
$8.56M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.8K+ 57.54% |
$497K - $552K
|
56.9K
$1.95M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.8KNew |
$474K - $527K
|
19.8K
$679K
|
|
Oct 20, 2022
Q3 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
14.3KNew |
$343K - $381K
|
14.3K
$491K
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
13.9KNew |
$332K - $369K
|
13.9K
$475K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.8K+ 18.98% |
$235K - $261K
|
61.5K
$2.1M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.51KNew |
$204K - $226K
|
8.51K
$291K
|
|
Oct 20, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
5.34KNew |
$128K - $142K
|
5.34K
$183K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.9K+ 9.6% |
$93.3K - $104K
|
44.5K
$1.53M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.49K+ 18.55% |
$83.5K - $92.8K
|
22.3K
$764K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.5K+ 6.81% |
$59.8K - $66.5K
|
39.2K
$1.34M
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.92K+ 9.29% |
$45.9K - $51.1K
|
22.6K
$774K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
1.72KNew |
$41.1K - $45.6K
|
1.72K
$58.8K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.32K+ 7.5% |
$31.6K - $35.1K
|
18.9K
$648K
|
|
Oct 27, 2022
Q3 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
1.09K+ 6.34% |
$26K - $28.9K
|
18.2K
$624K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
890New |
$21.3K - $23.7K
|
890
$30.5K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
136+ 6.85% |
$3.25K - $3.62K
|
2.12K
$72.6K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15New |
$359 - $399
|
15
$514
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-15- 0.08% |
$359 - $399
|
18.5K
$635K
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-142- 0.21% |
$3.4K - $3.78K
|
67.3K
$2.31M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-184- 1.95% |
$4.4K - $4.89K
|
9.24K
$316K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-561- 4.53% |
$13.4K - $14.9K
|
11.8K
$405K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-741- 4.08% |
$17.7K - $19.7K
|
17.4K
$596K
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.87K- 17.61% |
$44.6K - $49.6K
|
8.73K
$299K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.93K- 1.72% |
$46.1K - $51.2K
|
110K
$3.76M
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.1K- 1.23% |
$50.3K - $56K
|
169K
$5.78M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.3K- 21.0% |
$103K - $114K
|
16.2K
$554K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.65K- 32.65% |
$111K - $124K
|
9.59K
$329K
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-5.89K- 25.67% |
$141K - $157K
|
17K
$584K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-6.04K- 8.87% |
$145K - $161K
|
62.1K
$2.13M
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-10.1K- 2.99% |
$242K - $269K
|
328K
$11.2M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-12.8K- 52.91% |
$306K - $340K
|
11.4K
$390K
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-17.1K- 47.78% |
$409K - $455K
|
18.7K
$640K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.9K- 19.75% |
$571K - $635K
|
97K
$3.32M
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-113K- 98.78% |
$2.71M - $3.01M
|
1.4K
$47.9K
|
|
Oct 18, 2022
Q3 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-126K- 33.31% |
$3.01M - $3.34M
|
252K
$8.62M
|