Purchases and Sales Made in Q2 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
6.09K+ 90.22% |
$199K - $211K
|
12.8K
$465K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.99KNew |
$195K - $208K
|
5.99K
$217K
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
5.93KNew |
$193K - $206K
|
5.93K
$215K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.48KNew |
$179K - $190K
|
5.48K
$198K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.98K+ 3.58% |
$162K - $173K
|
144K
$5.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
BUY
|
- |
4.91K+ 26.21% |
$160K - $170K
|
23.7K
$857K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
3.97KNew |
$130K - $138K
|
3.97K
$144K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.93K+ 21.15% |
$128K - $136K
|
22.5K
$816K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.88K+ 37.29% |
$126K - $134K
|
14.3K
$517K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
3.72K+ 8.72% |
$121K - $129K
|
46.4K
$1.68M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.72K+ 10.78% |
$121K - $129K
|
38.2K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
3.71K+ 27.79% |
$121K - $129K
|
17.1K
$618K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.61K+ 12.58% |
$118K - $125K
|
32.3K
$1.17M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.49K+ 45.36% |
$114K - $121K
|
11.2K
$406K
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
3.32K+ 7.67% |
$108K - $115K
|
46.7K
$1.69M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.21K+ 3.12% |
$105K - $111K
|
106K
$3.84M
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.18K+ 1.66% |
$104K - $110K
|
195K
$7.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.09K+ 12.9% |
$101K - $107K
|
27K
$979K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3K+ 38.07% |
$97.9K - $104K
|
10.9K
$394K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.99K+ 10.91% |
$97.4K - $104K
|
30.4K
$1.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.73K+ 7.5% |
$89.1K - $94.7K
|
39.1K
$1.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.59K+ 19.02% |
$84.6K - $89.9K
|
16.2K
$588K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.36K+ 16.99% |
$77K - $81.8K
|
16.2K
$589K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.35K+ 67.82% |
$76.7K - $81.5K
|
5.82K
$211K
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
1.83K+ 16.65% |
$59.5K - $63.3K
|
12.8K
$463K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.82KNew |
$59.3K - $63.1K
|
1.82K
$65.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.55K+ 1940.0% |
$50.6K - $53.8K
|
1.63K
$59.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.37K+ 10.25% |
$44.7K - $47.6K
|
14.8K
$535K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.27K+ 1.1% |
$41.3K - $44K
|
117K
$4.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1.26K+ 17.47% |
$41.2K - $43.8K
|
8.49K
$308K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.23K+ 6.38% |
$40.1K - $42.7K
|
20.5K
$744K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.15K+ 6.23% |
$37.4K - $39.8K
|
19.6K
$709K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.09K+ 6.17% |
$35.5K - $37.7K
|
18.7K
$678K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
990+ 12.57% |
$32.3K - $34.3K
|
8.87K
$321K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
989+ 6.48% |
$32.3K - $34.3K
|
16.2K
$588K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
800+ 7.07% |
$26.1K - $27.8K
|
12.1K
$439K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
741New |
$24.2K - $25.7K
|
741
$26.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
726+ 5.18% |
$23.7K - $25.2K
|
14.8K
$534K
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
650+ 6.4% |
$21.2K - $22.5K
|
10.8K
$391K
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
650+ 4.86% |
$21.2K - $22.5K
|
14K
$508K
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
644+ 0.98% |
$21K - $22.3K
|
66.5K
$2.41M
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
530+ 2.56% |
$17.3K - $18.4K
|
21.2K
$769K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
436+ 3.86% |
$14.2K - $15.1K
|
11.7K
$426K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
412+ 161.57% |
$13.4K - $14.3K
|
667
$24.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
332New |
$10.8K - $11.5K
|
332
$12K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
323New |
$10.5K - $11.2K
|
323
$11.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
300+ 29.5% |
$9.79K - $10.4K
|
1.32K
$47.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
100New |
$3.26K - $3.47K
|
100
$3.62K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
95+ 0.04% |
$3.1K - $3.3K
|
216K
$7.83M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
52+ 0.1% |
$1.7K - $1.8K
|
54.4K
$1.97M
|