Purchases and Sales Made in Q2 2023 in Innovator U.S. Equity Power Bu (PFEB)
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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-104- 0.2% |
$3.04K - $3.2K
|
50.7K
$1.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-206- 0.57% |
$6.02K - $6.34K
|
36K
$1.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-250- 1.79% |
$7.3K - $7.7K
|
13.7K
$500K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-340- 1.89% |
$9.93K - $10.5K
|
17.7K
$647K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-350- 3.6% |
$10.2K - $10.8K
|
9.36K
$342K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-360- 1.45% |
$10.5K - $11.1K
|
24.5K
$897K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-488- 1.75% |
$14.2K - $15K
|
27.4K
$1M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-600- 1.84% |
$17.5K - $18.5K
|
32K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-1.33K- 0.79% |
$38.7K - $40.8K
|
167K
$6.1M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.37K- 13.74% |
$40.1K - $42.3K
|
8.62K
$315K
|
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.42K- 5.74% |
$41.5K - $43.7K
|
23.3K
$853K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.55K- 10.98% |
$45.3K - $47.7K
|
12.6K
$459K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.55K- 47.74% |
$45.3K - $47.8K
|
1.7K
$62.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2K- 18.91% |
$58.4K - $61.6K
|
8.58K
$314K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-2.25K- 2.21% |
$65.6K - $69.2K
|
99.5K
$3.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.43K- 1.69% |
$70.9K - $74.8K
|
142K
$5.18M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.62K- 3.21% |
$76.4K - $80.6K
|
79K
$2.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.38K- 5.83% |
$98.6K - $104K
|
54.6K
$2M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.44K- 15.79% |
$100K - $106K
|
18.3K
$671K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-3.66K- 2.13% |
$107K - $113K
|
168K
$6.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.72K- 0.63% |
$109K - $114K
|
585K
$21.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.27K- 5.95% |
$125K - $132K
|
67.5K
$2.47M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.78K- 16.99% |
$139K - $147K
|
23.3K
$853K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.13K- 7.64% |
$150K - $158K
|
62K
$2.27M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.36K- 5.88% |
$156K - $165K
|
85.8K
$3.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.57K- 39.41% |
$192K - $202K
|
10.1K
$369K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.07K- 8.4% |
$207K - $218K
|
77.1K
$2.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.47K- 31.92% |
$218K - $230K
|
15.9K
$582K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.16K- 96.47% |
$238K - $251K
|
299
$10.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.27K- 5.74% |
$241K - $255K
|
136K
$4.96M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-8.49K- 13.42% |
$248K - $261K
|
54.8K
$2M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.56K- 6.83% |
$250K - $263K
|
117K
$4.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-10K- 9.45% |
$292K - $308K
|
95.8K
$3.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-10.5K- 16.2% |
$306K - $323K
|
54.3K
$1.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.3K- 63.49% |
$329K - $347K
|
6.47K
$237K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.3K- 16.35% |
$360K - $379K
|
63K
$2.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-15K- 0.45% |
$438K - $462K
|
3.32M
$121M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.2K- 12.22% |
$443K - $467K
|
109K
$3.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.4K- 13.77% |
$449K - $474K
|
96.4K
$3.52M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.3K- 12.27% |
$505K - $533K
|
124K
$4.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-22.9K- 36.35% |
$670K - $706K
|
40.1K
$1.47M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-25.5K- 3.7% |
$745K - $785K
|
664K
$24.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.2K- 2.43% |
$795K - $839K
|
1.09M
$40M
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-38.8K- 44.74% |
$1.13M - $1.19M
|
47.9K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-41.9K- 85.97% |
$1.22M - $1.29M
|
6.83K
$250K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-44K- 82.5% |
$1.29M - $1.36M
|
9.33K
$341K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-58.1K- 9.6% |
$1.7M - $1.79M
|
547K
$20M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-66.2K- 7.43% |
$1.93M - $2.04M
|
824K
$30.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-88.7K- 96.71% |
$2.59M - $2.73M
|
3.02K
$110K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-108K- 46.29% |
$3.16M - $3.33M
|
125K
$4.59M
|