Purchases and Sales Made in Q2 2023 in Innovator Laddered Fund Of U.S (KOCT)
This table provides information about the institutional ownership of Innovator Laddered Fund Of U.S (KOCT) during Q2 2023. The information is specifically focused on institutions that hold shares of INNOVATOR LADDERED FUND OF U.S.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.9KNew |
N/A
|
13.9K
$0
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
8.95KNew |
N/A
|
8.95K
$0
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
8.95KNew |
N/A
|
8.95K
$0
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.31KNew |
N/A
|
8.31K
$0
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.91K+ 1.07% |
N/A
|
557K
$0
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
4.4K+ 34.06% |
N/A
|
17.3K
$0
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.83K+ 4.19% |
N/A
|
70.5K
$0
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.6K+ 16.65% |
N/A
|
11.2K
$0
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.02K+ 3.35% |
N/A
|
31.5K
$0
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
1K+ 5.52% |
N/A
|
19.1K
$0
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
533+ 137.37% |
N/A
|
921
$0
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
330New |
N/A
|
330
$0
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
189+ 0.57% |
N/A
|
33.3K
$0
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2- 3.23% |
N/A
|
60
$0
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-56- 0.28% |
N/A
|
19.7K
$0
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-100- 0.61% |
N/A
|
16.4K
$0
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-184- 0.78% |
N/A
|
23.4K
$0
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-199- 0.47% |
N/A
|
41.8K
$0
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-210- 0.82% |
N/A
|
25.5K
$0
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-532- 5.68% |
N/A
|
8.83K
$0
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-651- 0.49% |
N/A
|
132K
$0
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
SELL
|
- |
-746- 6.26% |
N/A
|
11.2K
$0
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.04K- 1.98% |
N/A
|
51.1K
$0
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.32K- 4.24% |
N/A
|
29.8K
$0
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.55K- 2.05% |
N/A
|
73.9K
$0
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.6K- 3.68% |
N/A
|
68.1K
$0
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.88K- 7.41% |
N/A
|
35.9K
$0
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
SELL
|
- |
-3.52K- 26.4% |
N/A
|
9.81K
$0
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.07K- 4.78% |
N/A
|
81.2K
$0
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.19K- 46.36% |
N/A
|
10.6K
$0
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-12.1K- 44.32% |
N/A
|
15.2K
$0
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-12.2K- 54.69% |
N/A
|
10.1K
$0
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-20.1K- 28.37% |
N/A
|
50.7K
$0
|