Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-125- 2.51% |
$3.81K - $3.92K
|
4.87K
$177K
|
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-128- 0.38% |
$3.9K - $4.01K
|
33.4K
$1.22M
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-208- 0.08% |
$6.34K - $6.52K
|
251K
$9.14M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-254- 1.59% |
$7.74K - $7.96K
|
15.7K
$573K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-300- 1.67% |
$9.15K - $9.41K
|
17.6K
$643K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-300- 1.37% |
$9.15K - $9.41K
|
21.6K
$789K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-315- 1.64% |
$9.6K - $9.88K
|
18.9K
$688K
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-382- 1.25% |
$11.6K - $12K
|
30.1K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-429- 2.89% |
$13.1K - $13.4K
|
14.4K
$526K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-500- 3.05% |
$15.2K - $15.7K
|
15.9K
$580K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-578- 66.98% |
$17.6K - $18.1K
|
285
$10.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-665- 27.08% |
$20.3K - $20.8K
|
1.79K
$65.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-894- 2.97% |
$27.3K - $28K
|
29.2K
$1.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1K- 0.88% |
$30.5K - $31.4K
|
112K
$4.09M
|
|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
SELL
|
- |
-1.02K- 11.77% |
$31.2K - $32.1K
|
7.68K
$280K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.02K- 0.96% |
$31.2K - $32.1K
|
106K
$3.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.09K- 5.7% |
$33.2K - $34.1K
|
18K
$657K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.22K- 1.2% |
$37.1K - $38.2K
|
100K
$3.66M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.24K- 3.18% |
$37.7K - $38.8K
|
37.7K
$1.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 3.58% |
$40.5K - $41.6K
|
35.7K
$1.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.87K- 17.54% |
$57K - $58.6K
|
8.78K
$320K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.88K- 5.66% |
$57.4K - $59.1K
|
31.4K
$1.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.1K- 5.58% |
$63.9K - $65.7K
|
35.5K
$1.29M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-2.2K- 13.97% |
$67.1K - $69K
|
13.6K
$494K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-2.5K- 5.53% |
$76.2K - $78.4K
|
42.7K
$1.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.68K- 8.94% |
$81.7K - $84K
|
27.3K
$995K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.75K- 48.75% |
$83.8K - $86.2K
|
2.89K
$105K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.86K- 18.84% |
$87.1K - $89.6K
|
12.3K
$449K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.92K- 20.19% |
$88.9K - $91.4K
|
11.5K
$420K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-3.04K- 28.27% |
$92.6K - $95.2K
|
7.7K
$281K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3.41K- 5.48% |
$104K - $107K
|
58.8K
$2.14M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
SELL
|
- |
-3.99K- 5.98% |
$122K - $125K
|
62.8K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.1K- 5.28% |
$125K - $128K
|
73.5K
$2.68M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.92K- 1.31% |
$150K - $154K
|
371K
$13.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-4.96K- 3.58% |
$151K - $155K
|
133K
$4.86M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.1K- 8.38% |
$156K - $160K
|
55.8K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.85K- 12.95% |
$178K - $183K
|
39.3K
$1.43M
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-5.92K- 2.69% |
$180K - $186K
|
214K
$7.82M
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-6.12K- 5.19% |
$186K - $192K
|
112K
$4.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.51K- 4.06% |
$198K - $204K
|
154K
$5.61M
|
|
|
Nov 14, 2024
Q3 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-7.53KClosed |
$229K - $236K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-8.57K- 40.68% |
$261K - $269K
|
12.5K
$456K
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-8.96K- 8.02% |
$273K - $281K
|
103K
$3.75M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-9.24KClosed |
$282K - $290K
|
0
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.9K- 9.92% |
$333K - $343K
|
99.3K
$3.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-14K- 13.03% |
$428K - $440K
|
93.7K
$3.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-14.4K- 20.01% |
$440K - $452K
|
57.7K
$2.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-17.1K- 43.89% |
$522K - $537K
|
21.9K
$798K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-17.2K- 45.52% |
$524K - $539K
|
20.6K
$750K
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-17.3K- 0.54% |
$527K - $542K
|
3.17M
$116M
|