Purchases and Sales Made in Q2 2023 in Innovator U.S. Equity Power Bu (PFEB)

PFEB Quotes by TradingView

This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PFEB) during Q2 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
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
272K
+ 272.01%
$7.94M - $8.37M
372K $13.6M
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
242K
+ 13.84%
$7.06M - $7.44M
1.99M $72.7M
Aug 03, 2023 Q2 2023
Maltin Wealth Management, Inc.

BUY
 -
160K
New
$4.66M - $4.91M
160K $5.83M
Jul 25, 2023 Q2 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
84.1K
+ 1099.05%
$2.46M - $2.59M
91.7K $3.35M
Aug 11, 2023 Q2 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
74K
+ 12.66%
$2.16M - $2.28M
658K $24.1M
Aug 09, 2023 Q2 2023
Old Mission Capital LLC

BUY
 -
70.3K
New
$2.05M - $2.16M
70.3K $2.57M
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
31.3K
+ 268.39%
$915K - $965K
43K $1.57M
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
31.1K
+ 97.64%
$909K - $958K
63K $2.3M
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
16.7K
+ 4.27%
$487K - $513K
407K $14.9M
Jul 18, 2023 Q2 2023
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
14K
+ 33.57%
$409K - $431K
55.7K $2.04M
Aug 15, 2023 Q2 2023
Gts Securities LLC

New York, NY
BUY
 -
12K
New
$350K - $369K
12K $438K
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
9.14K
+ 5.34%
$267K - $281K
180K $6.59M
Aug 07, 2023 Q2 2023
Bcgm Wealth Management, LLC

BUY
 -
8.77K
+ 49.2%
$256K - $270K
26.6K $973K
Aug 08, 2023 Q2 2023
Brown Wealth Management, LLC

Naperville, IL
BUY
 -
8.21K
New
$240K - $253K
8.21K $300K
Aug 14, 2023 Q2 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
7.85K
New
$229K - $242K
7.85K $287K
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
7.68K
New
$224K - $237K
7.68K $281K
Aug 07, 2023 Q2 2023
Pinnacle Financial Partners Inc

BUY
 -
6.9K
New
$201K - $212K
6.9K $252K
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
6.53K
New
$191K - $201K
6.53K $239K
Jul 05, 2023 Q2 2023
Mc Alister, Sweet & Associates, Inc.

BUY
 -
4.52K
+ 10.03%
$132K - $139K
49.6K $1.81M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
4.02K
New
$117K - $124K
4.02K $147K
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
3.64K
+ 16.69%
$106K - $112K
25.4K $929K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
3.6K
+ 9.76%
$105K - $111K
40.5K $1.48M
Jul 19, 2023 Q2 2023
Bcs Wealth Management

BUY
 -
2.84K
+ 3.98%
$82.9K - $87.4K
74.3K $2.72M
Jan 02, 2024 Q2 2023
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
2.81K
+ 1.99%
$82.1K - $86.6K
144K $5.26M
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
2.38K
New
$69.6K - $73.3K
2.38K $87.1K
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
2K
+ 7.91%
$58.4K - $61.6K
27.3K $998K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.16K
+ 7.01%
$33.8K - $35.6K
17.7K $646K
Aug 08, 2023 Q2 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
969
+ 1.49%
$28.3K - $29.8K
66.2K $2.42M
Aug 11, 2023 Q2 2023
Tru Independence LLC

BUY
 -
704
+ 7.59%
$20.6K - $21.7K
9.98K $365K
Jul 24, 2023 Q2 2023
Valtinson Bruner Financial Planning LLC

BUY
 -
511
+ 3.32%
$14.9K - $15.7K
15.9K $582K
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
492
+ 4.24%
$14.4K - $15.1K
12.1K $442K
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
378
New
$11K - $11.6K
378 $13.8K
Jul 20, 2023 Q2 2023
Investment Research & Advisory Group, Inc.

BUY
 -
300
New
$8.76K - $9.24K
300 $11K
Aug 08, 2023 Q2 2023
Milestone Asset Management, LLC

Pittsburgh, PA
BUY
 -
266
+ 1.48%
$7.77K - $8.19K
18.3K $668K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
259
New
$7.56K - $7.97K
259 $9.47K
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
100
+ 0.34%
$2.92K - $3.08K
29.1K $1.07M
Aug 03, 2023 Q2 2023
Larson Financial Group LLC

BUY
 -
19
New
$555 - $585
19 $695
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 30, 2023 Q2 2023
Pfs Partners, LLC

Mine Hill, NJ
SELL
 -
-1
- 0.03%
$29.2 - $30.8
3.22K $118K
Aug 07, 2023 Q2 2023
Global Strategic Investment Solutions, LLC

SELL
 -
-3
- 0.01%
$87.6 - $92.4
49.2K $1.8M
Aug 08, 2023 Q2 2023
Forvis Wealth Advisors, LLC

SELL
 -
-6
- 0.01%
$175 - $185
115K $4.21M
Aug 14, 2023 Q2 2023
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-30
- 0.24%
$876 - $924
12.5K $459K
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-33
- 0.22%
$964 - $1.02K
14.6K $535K
Aug 11, 2023 Q2 2023
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-37
- 0.28%
$1.08K - $1.14K
13K $477K
Aug 11, 2023 Q2 2023
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-39
- 0.08%
$1.14K - $1.2K
47.8K $1.75M
Aug 04, 2023 Q2 2023
Bellwether Advisors, LLC

SELL
 -
-48
- 0.04%
$1.4K - $1.48K
108K $3.93M
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
SELL
 -
-59
- 0.45%
$1.72K - $1.82K
13.1K $480K
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
SELL
 -
-65
- 0.31%
$1.9K - $2K
20.7K $757K
Jul 28, 2023 Q2 2023
Dhjj Financial Advisors, Ltd.

SELL
 -
-100
- 0.85%
$2.92K - $3.08K
11.7K $429K

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