Purchases and Sales Made in Q2 2023 in Innovator U.S. Equity Power Bu (PAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PAPR) during Q2 2023. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY POWER BU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.9KNew |
$406K - $428K
|
13.9K
$513K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
13.8KNew |
$405K - $428K
|
13.8K
$513K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.6K+ 43.11% |
$398K - $420K
|
45.2K
$1.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.3K+ 54.56% |
$388K - $410K
|
37.6K
$1.39M
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
13.2K+ 22.43% |
$387K - $408K
|
72.1K
$2.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
11.9K+ 11.92% |
$348K - $368K
|
112K
$4.14M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11.2K+ 41.26% |
$327K - $345K
|
38.2K
$1.42M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.1K+ 35.78% |
$326K - $344K
|
42.3K
$1.57M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
10.7KNew |
$314K - $332K
|
10.7K
$398K
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$312K - $329K
|
10.6K
$394K
|
|
|
Aug 11, 2023
Q2 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
10KNew |
$293K - $309K
|
10K
$371K
|
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
9.85KNew |
$289K - $304K
|
9.85K
$365K
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
9.84K+ 36.13% |
$288K - $304K
|
37.1K
$1.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
9.48KNew |
$278K - $293K
|
9.48K
$351K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.32K+ 108.33% |
$273K - $288K
|
17.9K
$664K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.24KNew |
$271K - $286K
|
9.24K
$342K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.06K+ 100.37% |
$236K - $249K
|
16.1K
$596K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
8K+ 37.86% |
$234K - $247K
|
29.1K
$1.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
7.74KNew |
$226K - $239K
|
7.74K
$287K
|
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
7.53KNew |
$220K - $233K
|
7.53K
$279K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.31K+ 384.89% |
$214K - $226K
|
9.21K
$341K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.03KNew |
$206K - $217K
|
7.03K
$261K
|
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
6.75KNew |
$198K - $209K
|
6.75K
$250K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.7KNew |
$196K - $207K
|
6.7K
$248K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6K+ 357.14% |
$176K - $185K
|
7.68K
$285K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
5.14K+ 15.76% |
$150K - $159K
|
37.8K
$1.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.76K+ 537.4% |
$139K - $147K
|
5.64K
$209K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
4.15K+ 28.72% |
$122K - $128K
|
18.6K
$689K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.65K+ 272.39% |
$107K - $113K
|
4.99K
$185K
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
3.47K+ 42.23% |
$102K - $107K
|
11.7K
$433K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
3.47KNew |
$102K - $107K
|
3.47K
$129K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.42K+ 26.3% |
$100K - $106K
|
16.4K
$608K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.34K+ 18.87% |
$97.9K - $103K
|
21.1K
$780K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.03K+ 18.86% |
$88.7K - $93.6K
|
19.1K
$707K
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
2.76KNew |
$80.8K - $85.3K
|
2.76K
$102K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.47K+ 18.61% |
$72.4K - $76.4K
|
15.8K
$584K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.47K+ 5.62% |
$72.2K - $76.2K
|
46.3K
$1.72M
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
2.38K+ 10.01% |
$69.6K - $73.4K
|
26.1K
$968K
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.12K+ 3.53% |
$62K - $65.4K
|
62.2K
$2.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Applied Capital LLC
|
BUY
|
- |
1.83K+ 26.63% |
$53.6K - $56.5K
|
8.7K
$322K
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
1.81K+ 25.81% |
$53K - $55.9K
|
8.82K
$327K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1.8KNew |
$52.6K - $55.5K
|
1.8K
$66.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.71K+ 12.66% |
$49.9K - $52.7K
|
15.2K
$562K
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.47K+ 4.57% |
$42.9K - $45.3K
|
33.5K
$1.24M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.13KNew |
$32.9K - $34.8K
|
1.13K
$41.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.08K+ 11.62% |
$31.5K - $33.3K
|
10.3K
$383K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.03K+ 6.65% |
$30.2K - $31.9K
|
16.6K
$614K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.02KNew |
$29.8K - $31.4K
|
1.02K
$37.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
855New |
$25K - $26.4K
|
855
$31.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
850+ 6.5% |
$24.9K - $26.3K
|
13.9K
$516K
|