Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
29.5K+ 66.89% |
$713K - $768K
|
73.7K
$2.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
23.4KNew |
$566K - $610K
|
23.4K
$803K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
20.1K+ 165.58% |
$485K - $522K
|
32.2K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.9K+ 26.21% |
$360K - $387K
|
71.8K
$2.46M
|
|
|
Jan 12, 2023
Q4 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
14.3K+ 100.0% |
$346K - $373K
|
28.7K
$982K
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
12.5KNew |
$301K - $324K
|
12.5K
$426K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12KNew |
$288K - $311K
|
12K
$409K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
10.5KNew |
$253K - $273K
|
10.5K
$359K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.22KNew |
$222K - $240K
|
9.22K
$316K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.79KNew |
$212K - $228K
|
8.79K
$301K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.12KNew |
$172K - $185K
|
7.12K
$244K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
6.94K+ 236.96% |
$168K - $181K
|
9.87K
$338K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.71K+ 39.8% |
$114K - $122K
|
16.5K
$567K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.02K+ 41.9% |
$97K - $104K
|
13.6K
$466K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2KNew |
$48.3K - $52K
|
2K
$68.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
809+ 4.28% |
$19.5K - $21K
|
19.7K
$675K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
316+ 14.91% |
$7.63K - $8.22K
|
2.44K
$83.4K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
27New |
$652 - $702
|
27
$925
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5New |
$121 - $130
|
5
$171
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-2- 0.04% |
$48.3 - $52
|
5.34K
$183K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.04% |
$241 - $260
|
22.3K
$764K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10- 66.67% |
$241 - $260
|
5
$171
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-25- 0.11% |
$604 - $650
|
22.6K
$773K
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-339- 1.83% |
$8.18K - $8.81K
|
18.2K
$623K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-500- 2.87% |
$12.1K - $13K
|
16.9K
$579K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-900- 1.34% |
$21.7K - $23.4K
|
66.4K
$2.27M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-933- 6.11% |
$22.5K - $24.3K
|
14.3K
$491K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.1K- 6.45% |
$26.6K - $28.6K
|
15.9K
$546K
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
SELL
|
- |
-1.21K- 9.52% |
$29.3K - $31.5K
|
11.5K
$395K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.25K- 13.51% |
$30.1K - $32.4K
|
7.99K
$274K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.54K- 2.51% |
$37.2K - $40.1K
|
59.9K
$2.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.16K- 0.66% |
$52.1K - $56.2K
|
326K
$11.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.29K- 1.36% |
$55.3K - $59.5K
|
166K
$5.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.35K- 5.99% |
$56.7K - $61.1K
|
36.9K
$1.26M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.02K- 18.65% |
$72.9K - $78.5K
|
13.2K
$451K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.34K- 2.54% |
$153K - $165K
|
243K
$8.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-7.44K- 65.33% |
$180K - $193K
|
3.95K
$135K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.76K- 8.0% |
$187K - $202K
|
89.2K
$3.06M
|
|
|
Jan 30, 2023
Q4 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-20.3K- 8.09% |
$491K - $529K
|
231K
$7.92M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-32.7K- 73.45% |
$790K - $851K
|
11.8K
$405K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-96.2K- 87.53% |
$2.32M - $2.5M
|
13.7K
$469K
|