Purchases and Sales Made in Q4 2024 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 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
62.4KNew |
$2M - $2.14M
|
62.4K
$2.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.4KNew |
$847K - $905K
|
26.4K
$888K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
19.8KNew |
$635K - $678K
|
19.8K
$665K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
8.37KNew |
$268K - $287K
|
8.37K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.39KNew |
$141K - $150K
|
4.39K
$147K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.61K+ 23.72% |
$116K - $124K
|
18.8K
$632K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.1K+ 10.88% |
$99.4K - $106K
|
31.6K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.22K+ 47.39% |
$39.2K - $41.9K
|
3.81K
$128K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
599+ 4.33% |
$19.2K - $20.5K
|
14.4K
$486K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
371+ 1.86% |
$11.9K - $12.7K
|
20.3K
$683K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
279+ 36.86% |
$8.94K - $9.56K
|
1.04K
$34.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
86New |
$2.76K - $2.95K
|
86
$2.89K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
84+ 0.21% |
$2.69K - $2.88K
|
40.8K
$1.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
70+ 1.12% |
$2.24K - $2.4K
|
6.34K
$213K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
28+ 0.18% |
$898 - $960
|
15.3K
$515K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-90- 0.52% |
$2.89K - $3.08K
|
17.2K
$579K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-140- 1.14% |
$4.49K - $4.8K
|
12.1K
$407K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-156- 0.69% |
$5K - $5.35K
|
22.4K
$755K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-387- 3.17% |
$12.4K - $13.3K
|
11.8K
$397K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-400- 2.28% |
$12.8K - $13.7K
|
17.2K
$577K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-500- 9.09% |
$16K - $17.1K
|
5K
$168K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-573- 2.24% |
$18.4K - $19.6K
|
25K
$840K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-759- 4.9% |
$24.3K - $26K
|
14.7K
$495K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-926- 3.86% |
$29.7K - $31.7K
|
23K
$774K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-2.43K- 9.48% |
$77.9K - $83.2K
|
23.2K
$779K
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.38K- 6.69% |
$108K - $116K
|
47.2K
$1.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10.6K- 26.71% |
$340K - $363K
|
29.1K
$977K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.4K- 62.17% |
$364K - $389K
|
6.91K
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-53K- 53.1% |
$1.7M - $1.82M
|
46.8K
$1.57M
|