Purchases and Sales Made in Q4 2023 in Innovator Growth 100 Power Buf (NJUL)
This table provides information about the institutional ownership of Innovator Growth 100 Power Buf (NJUL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-838- 0.75% |
$41.6K - $46.2K
|
111K
$7.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-947- 2.55% |
$47.1K - $52.2K
|
36.1K
$2.31M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.35K- 1.83% |
$67.2K - $74.6K
|
72.6K
$4.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.56K- 1.81% |
$77.5K - $86K
|
84.4K
$5.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.9K- 27.55% |
$94.2K - $105K
|
4.98K
$319K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.19K- 35.23% |
$159K - $176K
|
5.87K
$376K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.29K- 1.5% |
$163K - $181K
|
216K
$13.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.31K- 67.71% |
$164K - $183K
|
1.58K
$101K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.87K- 13.6% |
$192K - $214K
|
24.6K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.83K- 23.09% |
$240K - $266K
|
16.1K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.88K- 46.15% |
$242K - $269K
|
5.69K
$365K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.02K- 4.86% |
$249K - $277K
|
98.2K
$6.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.91K- 17.31% |
$343K - $381K
|
33K
$2.11M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-8.32K- 19.76% |
$413K - $459K
|
33.8K
$2.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-13.8K- 67.89% |
$687K - $763K
|
6.54K
$419K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.9K- 46.44% |
$689K - $764K
|
16K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-21.6K- 49.21% |
$1.08M - $1.19M
|
22.3K
$1.43M
|
|
|
Feb 02, 2024
Q4 2023
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-52.5K- 51.71% |
$2.61M - $2.9M
|
49K
$3.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-68.8K- 24.4% |
$3.42M - $3.79M
|
213K
$13.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-86.2K- 57.63% |
$4.28M - $4.76M
|
63.4K
$4.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-460K- 49.05% |
$22.9M - $25.4M
|
478K
$30.6M
|