Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.49K+ 26.69% |
N/A
|
11.8K
$0
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.37KNew |
N/A
|
2.37K
$0
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.07KNew |
N/A
|
2.07K
$0
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.65K+ 3.43% |
N/A
|
49.7K
$0
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.6K+ 18.86% |
N/A
|
10.1K
$0
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.47KNew |
N/A
|
1.47K
$0
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1KNew |
N/A
|
1K
$0
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1KNew |
N/A
|
1K
$0
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
855New |
N/A
|
855
$0
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
650+ 2.66% |
N/A
|
25.1K
$0
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
554+ 5.01% |
N/A
|
11.6K
$0
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
362+ 5.02% |
N/A
|
7.57K
$0
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
85New |
N/A
|
85
$0
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
52New |
N/A
|
52
$0
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-72- 1.02% |
N/A
|
6.95K
$0
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-306- 2.45% |
N/A
|
12.2K
$0
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-342- 0.45% |
N/A
|
75.4K
$0
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-353- 4.19% |
N/A
|
8.07K
$0
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-470- 5.53% |
N/A
|
8.03K
$0
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.1K- 9.97% |
N/A
|
9.92K
$0
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.66K- 14.85% |
N/A
|
9.52K
$0
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.72K- 23.85% |
N/A
|
8.67K
$0
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-4.8K- 9.99% |
N/A
|
43.2K
$0
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-6.26K- 71.92% |
N/A
|
2.45K
$0
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.3K- 85.65% |
N/A
|
3.24K
$0
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-116K- 89.02% |
N/A
|
14.3K
$0
|