Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 07, 2022
Q4 2021
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
150KNew |
$3.86M - $4.08M
|
150K
$4.51M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
39.7KNew |
$1.02M - $1.08M
|
39.7K
$1.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
33.4KNew |
$862K - $909K
|
33.4K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32.3KNew |
$834K - $880K
|
32.3K
$975K
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
26.9KNew |
$694K - $733K
|
26.9K
$811K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.2K+ 171.73% |
$598K - $631K
|
36.7K
$1.11M
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
21.7K+ 58.62% |
$560K - $591K
|
58.7K
$1.77M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.5K+ 25.79% |
$375K - $395K
|
70.8K
$2.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
13KNew |
$336K - $355K
|
13K
$393K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
11.7K+ 3.65% |
$302K - $319K
|
332K
$10M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.7KNew |
$250K - $264K
|
9.7K
$293K
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
8.04KNew |
$207K - $219K
|
8.04K
$242K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.96KNew |
$206K - $217K
|
7.96K
$240K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.73KNew |
$200K - $211K
|
7.73K
$233K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.59K+ 44.06% |
$119K - $125K
|
15K
$453K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.75K+ 12.75% |
$96.8K - $102K
|
33.2K
$1M
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
3KNew |
$77.5K - $81.7K
|
3K
$90.5K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
2.68K+ 22.57% |
$69.1K - $72.9K
|
14.5K
$439K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.65K+ 30.82% |
$68.4K - $72.2K
|
11.2K
$339K
|
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.3K+ 13.47% |
$59.4K - $62.7K
|
19.4K
$585K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.11K+ 6.29% |
$28.7K - $30.3K
|
18.8K
$567K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
973New |
$25.1K - $26.5K
|
973
$29.4K
|
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
928+ 6.71% |
$24K - $25.3K
|
14.8K
$445K
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
75+ 0.4% |
$1.94K - $2.04K
|
18.7K
$564K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-64- 0.19% |
$1.65K - $1.74K
|
34.5K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-100- 0.63% |
$2.58K - $2.72K
|
15.8K
$476K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-786- 16.83% |
$20.3K - $21.4K
|
3.89K
$117K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-1.51K- 9.84% |
$38.9K - $41K
|
13.8K
$417K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.74K- 2.21% |
$44.8K - $47.3K
|
76.8K
$2.32M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.34KClosed |
$86.3K - $91.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.35K- 33.89% |
$138K - $146K
|
10.4K
$315K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.14K- 12.04% |
$159K - $167K
|
44.9K
$1.35M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.49K- 78.67% |
$193K - $204K
|
2.03K
$61.2K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-9.28KClosed |
$240K - $253K
|
0
$0
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-14.8K- 25.05% |
$383K - $404K
|
44.3K
$1.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-171K- 30.03% |
$4.42M - $4.67M
|
399K
$12M
|
|
|
Jan 19, 2022
Q4 2021
|
Compass Advisory Group LLC
|
SELL
|
- |
-404K- 96.95% |
$10.4M - $11M
|
12.7K
$383K
|