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 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 0.19% |
$32.6 - $34.7
|
528
$19.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-19- 0.51% |
$620 - $659
|
3.69K
$134K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-88- 0.47% |
$2.87K - $3.05K
|
18.7K
$677K
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-100- 0.1% |
$3.26K - $3.47K
|
100K
$3.64M
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-150- 0.09% |
$4.89K - $5.2K
|
170K
$6.16M
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-378- 4.23% |
$12.3K - $13.1K
|
8.55K
$310K
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-545- 0.52% |
$17.8K - $18.9K
|
104K
$3.75M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-565- 2.06% |
$18.4K - $19.6K
|
26.9K
$974K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-596- 1.83% |
$19.4K - $20.7K
|
31.9K
$1.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-695- 1.12% |
$22.7K - $24.1K
|
61.6K
$2.23M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-714- 0.29% |
$23.3K - $24.8K
|
242K
$8.78M
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 7.52% |
$32.8K - $34.8K
|
12.3K
$447K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.56K- 13.02% |
$50.9K - $54.2K
|
10.4K
$378K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.75K- 13.97% |
$89.7K - $95.4K
|
16.9K
$614K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.07K- 23.34% |
$100K - $106K
|
10.1K
$365K
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-4.05K- 14.49% |
$132K - $141K
|
23.9K
$867K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4.11K- 37.09% |
$134K - $143K
|
6.97K
$253K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.39K- 53.83% |
$209K - $222K
|
5.48K
$199K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-7.13K- 26.96% |
$233K - $247K
|
19.3K
$700K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-8.33K- 36.72% |
$272K - $289K
|
14.4K
$520K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-9.88K- 14.01% |
$322K - $343K
|
60.6K
$2.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-10.6K- 32.76% |
$345K - $367K
|
21.7K
$787K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-13.7K- 49.5% |
$445K - $474K
|
13.9K
$505K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-15.5KClosed |
$506K - $539K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.9K- 29.64% |
$616K - $655K
|
44.8K
$1.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-20.5K- 66.51% |
$670K - $712K
|
10.3K
$375K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-102K- 78.77% |
$3.32M - $3.53M
|
27.4K
$994K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-282K- 92.79% |
$9.21M - $9.79M
|
21.9K
$794K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-580K- 48.08% |
$18.9M - $20.1M
|
626K
$22.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-703K- 25.06% |
$22.9M - $24.4M
|
2.1M
$76.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.19M- 95.19% |
$38.7M - $41.2M
|
60K
$2.17M
|