Purchases and Sales Made in Q1 2024 in Innovator Growth 100 Power Buf (NJUL)
This table provides information about the institutional ownership of Innovator Growth 100 Power Buf (NJUL) during Q1 2024. The information is specifically focused on institutions that hold shares of INNOVATOR GROWTH-100 POWER BUF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-6.42K- 78.21% |
$348K - $370K
|
1.79K
$111K
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-6.97K- 9.59% |
$378K - $402K
|
65.7K
$4.07M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-9.38K- 11.12% |
$509K - $541K
|
75K
$4.65M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.3K- 31.17% |
$558K - $593K
|
22.7K
$1.41M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.4K- 19.39% |
$674K - $716K
|
51.6K
$3.2M
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-13.7K- 61.41% |
$744K - $791K
|
8.62K
$534K
|
|
Apr 22, 2024
Q1 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-14.2K- 28.97% |
$771K - $819K
|
34.8K
$2.16M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-26.8K- 69.29% |
$1.45M - $1.54M
|
11.9K
$735K
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-31.2K- 6.53% |
$1.69M - $1.8M
|
447K
$27.7M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-36.9K- 61.32% |
$2M - $2.13M
|
23.3K
$1.44M
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-58.3K- 91.95% |
$3.16M - $3.36M
|
5.11K
$316K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-72.3K- 44.42% |
$3.92M - $4.17M
|
90.5K
$5.6M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-88.9K- 90.54% |
$4.82M - $5.13M
|
9.29K
$575K
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-121K- 55.87% |
$6.56M - $6.97M
|
95.5K
$5.92M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-122K- 57.39% |
$6.64M - $7.05M
|
90.8K
$5.62M
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-158K- 98.37% |
$8.55M - $9.08M
|
2.62K
$162K
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-166K- 91.08% |
$8.98M - $9.54M
|
16.2K
$1M
|