Purchases and Sales Made in Q4 2024 in Innovator Growth 100 Power Buf (NJUL)
This table provides information about the institutional ownership of Innovator Growth 100 Power Buf (NJUL) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
10.2K+ 31.72% |
$616K - $654K
|
42.5K
$2.72M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
8.18K+ 61.09% |
$493K - $523K
|
21.6K
$1.38M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.64K+ 14.24% |
$460K - $488K
|
61.3K
$3.93M
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
6.56KNew |
$395K - $420K
|
6.56K
$420K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.06K+ 31.66% |
$63.8K - $67.7K
|
4.4K
$282K
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
753+ 7.4% |
$45.3K - $48.1K
|
10.9K
$700K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
75New |
$4.52K - $4.8K
|
75
$4.8K
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-86- 1.32% |
$5.18K - $5.5K
|
6.42K
$411K
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-200- 5.31% |
$12K - $12.8K
|
3.57K
$228K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-220- 4.5% |
$13.2K - $14.1K
|
4.66K
$299K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-635- 6.8% |
$38.2K - $40.6K
|
8.7K
$557K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-925- 3.02% |
$55.7K - $59.1K
|
29.7K
$1.9M
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.23K- 17.54% |
$74.3K - $78.8K
|
5.8K
$371K
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.68K- 20.5% |
$101K - $107K
|
6.5K
$416K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.91K- 2.61% |
$115K - $122K
|
71.3K
$4.57M
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.86K- 7.9% |
$293K - $311K
|
56.7K
$3.63M
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-13.2K- 72.5% |
$795K - $845K
|
5.01K
$321K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-20.2K- 53.29% |
$1.22M - $1.29M
|
17.7K
$1.14M
|