Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36.9K+ 14.67% |
$980K - $1.04M
|
289K
$9.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.1KNew |
$374K - $398K
|
14.1K
$482K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
10.4KNew |
$276K - $294K
|
10.4K
$356K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
9.84K+ 15.7% |
$261K - $279K
|
72.5K
$2.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.52K+ 13.19% |
$253K - $269K
|
81.7K
$2.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.42KNew |
$250K - $267K
|
9.42K
$323K
|
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
5.38K+ 9.56% |
$143K - $152K
|
61.7K
$2.11M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
5.09K+ 20.23% |
$135K - $144K
|
30.2K
$1.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.86K+ 15.12% |
$76K - $81K
|
21.8K
$746K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.8K+ 279.24% |
$74.3K - $79.2K
|
3.8K
$130K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.75K+ 2.07% |
$46.6K - $49.7K
|
86.4K
$2.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
886+ 1.27% |
$23.5K - $25.1K
|
70.7K
$2.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
861+ 0.67% |
$22.9K - $24.4K
|
130K
$4.45M
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
662+ 0.16% |
$17.6K - $18.7K
|
416K
$14.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
636New |
$16.9K - $18K
|
636
$21.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
568+ 1.64% |
$15.1K - $16.1K
|
35.2K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
550+ 2.0% |
$14.6K - $15.6K
|
28K
$960K
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
BUY
|
- |
520+ 5.12% |
$13.8K - $14.7K
|
10.7K
$365K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
148New |
$3.93K - $4.19K
|
148
$5.07K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
97+ 0.26% |
$2.58K - $2.75K
|
37.8K
$1.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
81New |
$2.15K - $2.29K
|
81
$2.77K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
77+ 0.98% |
$2.04K - $2.18K
|
7.94K
$272K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-37- 0.13% |
$982 - $1.05K
|
29.3K
$1M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-40- 0.19% |
$1.06K - $1.13K
|
20.9K
$716K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-40- 0.37% |
$1.06K - $1.13K
|
10.7K
$367K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-153- 52.58% |
$4.06K - $4.33K
|
138
$4.73K
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-214- 1.04% |
$5.68K - $6.06K
|
20.4K
$700K
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
SELL
|
- |
-216- 1.96% |
$5.73K - $6.11K
|
10.8K
$371K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-225- 0.25% |
$5.97K - $6.37K
|
90.9K
$3.11M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-285- 1.75% |
$7.57K - $8.07K
|
16K
$548K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-500- 2.53% |
$13.3K - $14.2K
|
19.3K
$660K
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-538- 2.47% |
$14.3K - $15.2K
|
21.2K
$726K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-602- 0.68% |
$16K - $17K
|
87.3K
$2.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-610- 2.78% |
$16.2K - $17.3K
|
21.3K
$730K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-666- 1.83% |
$17.7K - $18.9K
|
35.7K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-914- 3.27% |
$24.3K - $25.9K
|
27.1K
$927K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 1.38% |
$27.6K - $29.4K
|
74.1K
$2.54M
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.5K- 0.91% |
$39.8K - $42.5K
|
164K
$5.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.33K- 1.77% |
$61.8K - $65.9K
|
129K
$4.43M
|
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-4.33K- 3.73% |
$115K - $122K
|
112K
$3.83M
|
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-6.56K- 3.16% |
$174K - $186K
|
201K
$6.89M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.11K- 37.36% |
$215K - $230K
|
13.6K
$466K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11K- 7.93% |
$291K - $310K
|
127K
$4.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.7K- 60.73% |
$337K - $359K
|
8.2K
$281K
|
|
|
Oct 19, 2023
Q3 2023
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-37.7K- 5.09% |
$1M - $1.07M
|
703K
$24.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-85.1K- 89.01% |
$2.26M - $2.41M
|
10.5K
$360K
|