Purchases and Sales Made in Q3 2023 in Innovator Growth 100 Power Buf (NJUL)
This table provides information about the institutional ownership of Innovator Growth 100 Power Buf (NJUL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.66K+ 3.73% |
$134K - $140K
|
74K
$4.71M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.38K+ 23.63% |
$120K - $125K
|
12.5K
$793K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
2.2K+ 23.97% |
$111K - $115K
|
11.4K
$724K
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.99K+ 31.72% |
$100K - $104K
|
8.26K
$526K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.52K+ 53.89% |
$76.6K - $79.5K
|
4.33K
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.47K+ 19.75% |
$74.3K - $77.1K
|
8.93K
$568K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.41K+ 40.67% |
$71.3K - $74K
|
4.89K
$311K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
582+ 5.83% |
$29.4K - $30.5K
|
10.6K
$673K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
533+ 48.76% |
$26.9K - $27.9K
|
1.63K
$104K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
510+ 12.03% |
$25.7K - $26.7K
|
4.75K
$302K
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
449+ 2.28% |
$22.7K - $23.5K
|
20.2K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
256+ 0.12% |
$12.9K - $13.4K
|
220K
$14M
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-120- 1.88% |
$6.06K - $6.29K
|
6.27K
$399K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1K- 9.94% |
$50.5K - $52.4K
|
9.07K
$577K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.81K- 28.36% |
$142K - $147K
|
7.09K
$451K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3K- 25.91% |
$151K - $157K
|
8.57K
$546K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.16K- 37.67% |
$210K - $218K
|
6.88K
$438K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.6K- 35.62% |
$584K - $606K
|
20.9K
$1.33M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-13.8K- 73.4% |
$696K - $723K
|
5K
$318K
|