Purchases and Sales Made in Q2 2023 in Innovator Growth 100 Power Buf (NJUL)
This table provides information about the institutional ownership of Innovator Growth 100 Power Buf (NJUL) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
67.3K+ 93.56% |
$3.18M - $3.45M
|
139K
$8.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
40.1K+ 125.4% |
$1.9M - $2.06M
|
72.1K
$4.59M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
35.9KNew |
$1.7M - $1.84M
|
35.9K
$2.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
33.8KNew |
$1.6M - $1.73M
|
33.8K
$2.15M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.2KNew |
$1.38M - $1.5M
|
29.2K
$1.86M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
21KNew |
$993K - $1.08M
|
21K
$1.34M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13KNew |
$616K - $668K
|
13K
$830K
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
13K+ 224.14% |
$614K - $666K
|
18.8K
$1.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
11.4KNew |
$536K - $582K
|
11.4K
$723K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
11.3KNew |
$533K - $579K
|
11.3K
$719K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.44K+ 188.58% |
$399K - $433K
|
12.9K
$822K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.92K+ 12.48% |
$374K - $406K
|
71.3K
$4.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.87K+ 1180.76% |
$325K - $352K
|
7.45K
$475K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.58K+ 78.97% |
$311K - $337K
|
14.9K
$949K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.24KNew |
$200K - $217K
|
4.24K
$270K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.92K+ 40.46% |
$185K - $201K
|
13.6K
$866K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.64K+ 2089.08% |
$172K - $186K
|
3.81K
$243K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.13K+ 21.15% |
$148K - $160K
|
17.9K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.82K+ 41.63% |
$133K - $144K
|
9.58K
$610K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.41K+ 31.36% |
$114K - $123K
|
10.1K
$641K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.16K+ 6.45% |
$55K - $59.7K
|
19.2K
$1.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
878+ 408.37% |
$41.5K - $45K
|
1.09K
$69.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
866New |
$40.9K - $44.4K
|
866
$55.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
600+ 11.42% |
$28.3K - $30.8K
|
5.85K
$373K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
488New |
$23.1K - $25K
|
488
$31.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
300New |
$14.2K - $15.4K
|
300
$19.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
83+ 0.42% |
$3.92K - $4.25K
|
19.7K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
72+ 0.73% |
$3.4K - $3.69K
|
9.99K
$636K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
SELL
|
- |
-45- 0.71% |
$2.13K - $2.31K
|
6.27K
$399K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-80- 0.94% |
$3.78K - $4.1K
|
8.44K
$537K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-280- 13.3% |
$13.2K - $14.4K
|
1.83K
$116K
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-425- 1.95% |
$20.1K - $21.8K
|
21.3K
$1.36M
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-450- 3.27% |
$21.3K - $23.1K
|
13.3K
$848K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-637- 1.92% |
$30.1K - $32.7K
|
32.5K
$2.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-763- 5.76% |
$36K - $39.1K
|
12.5K
$795K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 8.16% |
$48.6K - $52.7K
|
11.6K
$736K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.82K- 9.84% |
$85.9K - $93.2K
|
16.7K
$1.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.09K- 42.55% |
$98.5K - $107K
|
2.82K
$179K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.41K- 20.78% |
$114K - $123K
|
9.18K
$584K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5.69K- 2.53% |
$269K - $292K
|
219K
$14M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.43K- 36.81% |
$304K - $330K
|
11K
$703K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-21.3K- 67.89% |
$1.01M - $1.09M
|
10.1K
$641K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-29.5K- 69.87% |
$1.39M - $1.51M
|
12.7K
$809K
|