Purchases and Sales Made in Q2 2024 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 2024. 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, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.6KNew |
N/A
|
16.6K
$0
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.3KNew |
N/A
|
16.3K
$0
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.8K+ 10.4% |
N/A
|
147K
$0
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
11.3KNew |
N/A
|
11.3K
$0
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.48KNew |
N/A
|
6.48K
$0
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.16K+ 38.96% |
N/A
|
18.4K
$0
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.2K+ 79.5% |
N/A
|
7.23K
$0
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.88K+ 10.6% |
N/A
|
30.1K
$0
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.76K+ 6.04% |
N/A
|
31K
$0
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.66K+ 2.07% |
N/A
|
81.9K
$0
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.64K+ 2.46% |
N/A
|
68.4K
$0
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.5K+ 1893.67% |
N/A
|
1.58K
$0
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.13K+ 4.08% |
N/A
|
28.8K
$0
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1K+ 11.88% |
N/A
|
9.42K
$0
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
925+ 3.82% |
N/A
|
25.1K
$0
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
599New |
N/A
|
599
$0
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
500+ 3.55% |
N/A
|
14.6K
$0
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
174+ 0.4% |
N/A
|
44.2K
$0
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5+ 0.01% |
N/A
|
96.4K
$0
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2+ 0.01% |
N/A
|
17.6K
$0
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-50- 0.45% |
N/A
|
11.2K
$0
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-89- 0.35% |
N/A
|
25.1K
$0
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-157- 1.78% |
N/A
|
8.69K
$0
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-157- 1.78% |
N/A
|
8.69K
$0
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-188- 1.47% |
N/A
|
12.6K
$0
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-271- 1.2% |
N/A
|
22.3K
$0
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-290- 1.32% |
N/A
|
21.6K
$0
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-320- 4.23% |
N/A
|
7.24K
$0
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-328- 3.29% |
N/A
|
9.65K
$0
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-450- 1.32% |
N/A
|
33.7K
$0
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-500- 1.93% |
N/A
|
25.4K
$0
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-775- 3.19% |
N/A
|
23.5K
$0
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-854- 2.35% |
N/A
|
35.4K
$0
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-968- 9.89% |
N/A
|
8.82K
$0
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.09K- 5.6% |
N/A
|
18.3K
$0
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.51K- 1.15% |
N/A
|
130K
$0
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.7K- 2.14% |
N/A
|
77.7K
$0
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.81K- 12.0% |
N/A
|
13.2K
$0
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2K- 6.64% |
N/A
|
28.1K
$0
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.09K- 32.69% |
N/A
|
6.35K
$0
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.24K- 10.02% |
N/A
|
38K
$0
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-5.48K- 9.39% |
N/A
|
52.8K
$0
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.47K- 14.02% |
N/A
|
39.7K
$0
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-9.11K- 17.01% |
N/A
|
44.4K
$0
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-12.3K- 61.62% |
N/A
|
7.65K
$0
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-59.5K- 25.51% |
N/A
|
174K
$0
|
|
Aug 14, 2024
Q2 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-81.6K- 51.49% |
N/A
|
76.9K
$0
|