Purchases and Sales Made in Q3 2023 in Innovator U.S. Small Cap Power (KJUL)

This table provides information about the institutional ownership of Innovator U.S. Small Cap Power (KJUL) 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
Nov 08, 2023 Q3 2023	High Tower Advisors, LLC Chicago, IL	BUY	-	687K + 6727.92%	$17.1M - $18.2M	698K $21M
Oct 27, 2023 Q3 2023	Gradient Investments LLC	BUY	-	587K New	$14.6M - $15.5M	587K $17.7M
Oct 24, 2023 Q3 2023	Compass Advisory Group LLC	BUY	-	583K + 5485.24%	$14.5M - $15.4M	594K $17.9M
Nov 13, 2023 Q3 2023	Personal Cfo Solutions, LLC	BUY	-	386K New	$9.59M - $10.2M	386K $11.6M
Oct 26, 2023 Q3 2023	Altfest L J & CO Inc	BUY	-	365K New	$9.07M - $9.66M	365K $11M
Nov 30, 2023 Q3 2023	Pfs Partners, LLC Mine Hill, NJ	BUY	-	191K + 762708.0%	$4.73M - $5.04M	191K $5.75M
Oct 19, 2023 Q3 2023	O Donnell Financial Services, LLC	BUY	-	147K New	$3.64M - $3.87M	147K $4.42M
Oct 23, 2023 Q3 2023	Commonwealth Equity Services, LLC	BUY	-	138K + 51.75%	$3.44M - $3.66M	406K $12.2M
Oct 31, 2023 Q3 2023	Allworth Financial LP	BUY	-	132K + 77.6%	$3.28M - $3.5M	303K $9.13M
Oct 13, 2023 Q3 2023	Global Strategic Investment Solutions, LLC	BUY	-	105K + 215.31%	$2.62M - $2.79M	154K $4.65M
Oct 20, 2023 Q3 2023	Brookstone Capital Management	BUY	-	102K New	$2.52M - $2.69M	102K $3.07M
Oct 16, 2023 Q3 2023	Onyx Bridge Wealth Group LLC	BUY	-	81.7K New	$2.03M - $2.16M	81.7K $2.47M
Nov 13, 2023 Q3 2023	Advisor Group Holdings, Inc. Phoenix, AZ	BUY	-	70.5K + 64.23%	$1.75M - $1.86M	180K $5.44M
Nov 13, 2023 Q3 2023	Wealth Enhancement Advisory Services, LLC	BUY	-	50.8K New	$1.26M - $1.34M	50.8K $1.53M
Oct 13, 2023 Q3 2023	Cypress Wealth Services, LLC	BUY	-	49.5K New	$1.23M - $1.31M	49.5K $1.49M
Nov 09, 2023 Q3 2023	Blair William & CO Chicago, IL	BUY	-	42.8K New	$1.06M - $1.13M	42.8K $1.29M
Nov 03, 2023 Q3 2023	Diligent Investors, LLC	BUY	-	32.4K + 110.13%	$803K - $856K	61.7K $1.86M
Nov 03, 2023 Q3 2023	Berger Financial Group, Inc Plymouth, MN	BUY	-	31.9K + 82.49%	$791K - $843K	70.5K $2.13M
Nov 14, 2023 Q3 2023	Inter Ocean Capital Group, LLC Nashville, TN	BUY	-	31.3K + 312.99%	$778K - $828K	41.3K $1.25M
Oct 25, 2023 Q3 2023	Crown Wealth Group, LLC	BUY	-	30.3K New	$752K - $801K	30.3K $914K
Nov 14, 2023 Q3 2023	Cetera Advisor Networks LLC El Segundo, CA	BUY	-	27.8K + 186.92%	$691K - $736K	42.7K $1.29M
Oct 24, 2023 Q3 2023	Raymond James & Associates St Petersburg, FL	BUY	-	26.7K New	$664K - $707K	26.7K $807K
Oct 11, 2023 Q3 2023	Ae Wealth Management LLC	BUY	-	23.3K New	$578K - $616K	23.3K $702K
Nov 02, 2023 Q3 2023	Sage View Advisory Group, LLC Newport Beach, CA	BUY	-	22K + 122.9%	$546K - $582K	39.9K $1.2M
Oct 24, 2023 Q3 2023	Raymond James Financial Services Advisors, Inc. St. Petersburg, FL	BUY	-	21K + 248.38%	$521K - $555K	29.4K $887K
Nov 03, 2023 Q3 2023	Lincoln National Corp	BUY	-	17.2K + 94.68%	$428K - $456K	35.4K $1.07M
Oct 12, 2023 Q3 2023	Global Trust Asset Management, LLC	BUY	-	17K + 3400.0%	$422K - $450K	17.5K $528K
Nov 06, 2023 Q3 2023	Corrado Advisors, LLC Ramsey, NJ	BUY	-	16K New	$397K - $423K	16K $482K
Nov 13, 2023 Q3 2023	Accuvest Global Advisors Provo, UT	BUY	-	15.3K + 70.27%	$379K - $404K	37K $1.12M
Oct 24, 2023 Q3 2023	Cambridge Investment Research Advisors, Inc.	BUY	-	15K + 45.88%	$371K - $395K	47.5K $1.43M
Nov 13, 2023 Q3 2023	Envestnet Asset Management Inc	BUY	-	12.8K + 67.84%	$317K - $338K	31.6K $953K
Oct 10, 2023 Q3 2023	Maltin Wealth Management, Inc.	BUY	-	11.7K + 7.58%	$290K - $308K	165K $4.99M
Nov 09, 2023 Q3 2023	Kestra Advisory Services, LLC	BUY	-	10.2K + 71.34%	$252K - $269K	24.4K $737K
Nov 14, 2023 Q3 2023	Cetera Advisors LLC Denver, CO	BUY	-	10K + 73.99%	$248K - $265K	23.5K $709K
Nov 09, 2023 Q3 2023	Wealth Alliance Mellville, NY	BUY	-	9.99K New	$248K - $264K	9.99K $301K
Nov 13, 2023 Q3 2023	Tradition Wealth Management, LLC	BUY	-	9.49K + 4.45%	$236K - $251K	223K $6.72M
Oct 19, 2023 Q3 2023	U.S. Capital Wealth Advisors, LLC Austin, TX	BUY	-	9.24K New	$229K - $244K	9.24K $279K
Oct 13, 2023 Q3 2023	Pfg Advisors	BUY	-	8.85K New	$220K - $234K	8.85K $267K
Nov 07, 2023 Q3 2023	Kingsview Wealth Management, LLC Grants Pass, OR	BUY	-	8.67K New	$215K - $229K	8.67K $262K
Oct 10, 2023 Q3 2023	Dhjj Financial Advisors, Ltd.	BUY	-	7.26K + 41.42%	$180K - $192K	24.8K $748K
Nov 07, 2023 Q3 2023	Avantax Advisory Services, Inc.	BUY	-	6.28K + 6.66%	$156K - $166K	101K $3.04M
Nov 13, 2023 Q3 2023	Sugarloaf Wealth Management, LLC	BUY	-	5.88K New	$146K - $155K	5.88K $177K
Nov 14, 2023 Q3 2023	Cetera Investment Advisers Schaumburg, IL	BUY	-	4.23K + 15.57%	$105K - $112K	31.4K $948K
Oct 10, 2023 Q3 2023	Marcum Wealth, LLC	BUY	-	3.55K + 4.29%	$88K - $93.8K	86.3K $2.6M
Nov 13, 2023 Q3 2023	Capital Analysts, LLC Fort Washington, PA	BUY	-	2.72K + 25.17%	$67.4K - $71.8K	13.5K $407K
Nov 02, 2023 Q3 2023	Capital Investment Advisory Services, LLC	BUY	-	2.3K + 6.08%	$57.1K - $60.8K	40.1K $1.21M
Nov 14, 2023 Q3 2023	Truist Financial Corp	BUY	-	1.99K + 13.07%	$49.3K - $52.5K	17.2K $518K
Oct 12, 2023 Q3 2023	Bcs Wealth Management	BUY	-	1.97K + 19.68%	$49K - $52.2K	12K $362K
Oct 25, 2023 Q3 2023	Gill Capital Partners, LLC Denver, CO	BUY	-	1.91K + 5.5%	$47.4K - $50.4K	36.6K $1.1M
Nov 02, 2023 Q3 2023	Coldstream Capital Management Inc	BUY	-	1.43K + 15.96%	$35.5K - $37.8K	10.4K $313K

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Account

Purchases and Sales Made in Q3 2023 in Innovator U.S. Small Cap Power (KJUL)

687K

587K

583K

386K

365K

191K

147K

138K

132K

105K

102K

81.7K

70.5K

50.8K

49.5K

42.8K

32.4K

31.9K

31.3K

30.3K

27.8K

26.7K

23.3K

22K

21K

17.2K

17K

16K

15.3K

15K

12.8K

11.7K

10.2K

10K

9.99K

9.49K

9.24K

8.85K

8.67K

7.26K

6.28K

5.88K

4.23K

3.55K

2.72K

2.3K

1.99K

1.97K

1.91K

1.43K

Track Institutional and Insider Activities on KJUL

Institutional Portfolio Updates

Insider Trading

News