Purchases and Sales Made in Q4 2024 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 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
590K+ 1043.51% |
$17M - $17.9M
|
646K
$19.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
356KNew |
$10.3M - $10.8M
|
356K
$10.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
301K+ 156.55% |
$8.65M - $9.12M
|
493K
$14.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
18.5K+ 74.55% |
$532K - $560K
|
43.2K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.69K+ 2.99% |
$164K - $173K
|
196K
$5.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
4.6KNew |
$132K - $140K
|
4.6K
$138K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.09KNew |
$31.3K - $33K
|
1.09K
$32.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
840+ 1.83% |
$24.2K - $25.5K
|
46.9K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-100- 7.8% |
$2.88K - $3.03K
|
1.18K
$35.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-230- 2.37% |
$6.62K - $6.98K
|
9.47K
$284K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-298- 1.15% |
$8.58K - $9.04K
|
25.5K
$765K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-300- 2.91% |
$8.63K - $9.1K
|
9.99K
$300K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-667- 6.99% |
$19.2K - $20.2K
|
8.88K
$266K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-776- 1.09% |
$22.3K - $23.5K
|
70.1K
$2.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-988- 1.0% |
$28.4K - $30K
|
97.4K
$2.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1K- 5.71% |
$28.8K - $30.3K
|
16.5K
$495K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.25K- 10.97% |
$36K - $37.9K
|
10.1K
$304K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.04K- 3.84% |
$87.6K - $92.4K
|
76.2K
$2.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.2K- 53.81% |
$236K - $249K
|
7.04K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-11.3K- 17.67% |
$324K - $341K
|
52.4K
$1.57M
|