Purchases and Sales Made in Q1 2024 in Innovator U.S. Equity Power Bu (PDEC)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PDEC) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1- -0.0% |
N/A
|
49.9K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2- 0.02% |
N/A
|
12.4K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-38- 0.57% |
N/A
|
6.6K
$0
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-42- 0.04% |
N/A
|
110K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-42- 0.2% |
N/A
|
21K
$0
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-135- 0.49% |
N/A
|
27.6K
$0
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-161- 1.93% |
N/A
|
8.17K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-170- 1.25% |
N/A
|
13.4K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-254- 0.35% |
N/A
|
72.8K
$0
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-300- 4.74% |
N/A
|
6.02K
$0
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-306- 0.59% |
N/A
|
51.6K
$0
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
SELL
|
- |
-334- 2.05% |
N/A
|
16K
$0
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-336- 2.38% |
N/A
|
13.8K
$0
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-364- 0.1% |
N/A
|
379K
$0
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-391- 72.95% |
N/A
|
145
$0
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-526- 2.4% |
N/A
|
21.4K
$0
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-676- 0.7% |
N/A
|
95.2K
$0
|
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-771- 1.19% |
N/A
|
64.1K
$0
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-827- 1.18% |
N/A
|
69.5K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-900- 1.21% |
N/A
|
73.6K
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-946- 1.69% |
N/A
|
55K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-964- 1.83% |
N/A
|
51.8K
$0
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1K- 16.13% |
N/A
|
5.2K
$0
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.13K- 7.25% |
N/A
|
14.5K
$0
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1.14K- 0.58% |
N/A
|
194K
$0
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.17K- 5.27% |
N/A
|
21.1K
$0
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.31K- 5.87% |
N/A
|
20.9K
$0
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-1.41K- 0.36% |
N/A
|
385K
$0
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.52K- 2.95% |
N/A
|
49.9K
$0
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.66K- 1.38% |
N/A
|
119K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.66K- 24.85% |
N/A
|
5.02K
$0
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.22K- 0.83% |
N/A
|
264K
$0
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.26K- 21.44% |
N/A
|
8.29K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-2.48K- 6.77% |
N/A
|
34.1K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.57K- 2.78% |
N/A
|
89.7K
$0
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.97K- 0.48% |
N/A
|
616K
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-3K- 5.55% |
N/A
|
51.1K
$0
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.67K- 14.16% |
N/A
|
22.2K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-4.21K- 30.77% |
N/A
|
9.48K
$0
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.74K- 13.96% |
N/A
|
29.2K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.19K- 10.95% |
N/A
|
42.2K
$0
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.5K- 14.27% |
N/A
|
33K
$0
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-5.88K- 23.54% |
N/A
|
19.1K
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.96K- 4.75% |
N/A
|
119K
$0
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-6.19K- 36.7% |
N/A
|
10.7K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-6.29K- 7.2% |
N/A
|
81.1K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6.39K- 19.83% |
N/A
|
25.8K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-7.1K- 2.07% |
N/A
|
336K
$0
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.91K- 6.22% |
N/A
|
119K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.16K- 4.87% |
N/A
|
159K
$0
|