Purchases and Sales Made in Q2 2024 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
338K+ 61.48% |
$11.3M - $11.9M
|
889K
$32.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
231KNew |
$7.73M - $8.13M
|
231K
$8.45M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
78K+ 3.6% |
$2.61M - $2.74M
|
2.25M
$82.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
51.9KNew |
$1.73M - $1.82M
|
51.9K
$1.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
50.7K+ 220.35% |
$1.69M - $1.78M
|
73.7K
$2.69M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
50.7K+ 253.35% |
$1.69M - $1.78M
|
70.7K
$2.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
42.6KNew |
$1.42M - $1.5M
|
42.6K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
37K+ 3.69% |
$1.24M - $1.3M
|
1.04M
$38M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.4K+ 37.39% |
$1.18M - $1.24M
|
130K
$4.75M
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
25.7KNew |
$860K - $904K
|
25.7K
$941K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21.5K+ 35.27% |
$717K - $754K
|
82.3K
$3.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
19.1KNew |
$638K - $671K
|
19.1K
$698K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
15.6KNew |
$523K - $550K
|
15.6K
$572K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
12.7KNew |
$425K - $446K
|
12.7K
$465K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.7K+ 35.61% |
$424K - $446K
|
48.3K
$1.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
12.5KNew |
$419K - $440K
|
12.5K
$458K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
10.4KNew |
$346K - $364K
|
10.4K
$379K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.85KNew |
$329K - $346K
|
9.85K
$360K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.62K+ 12.56% |
$321K - $338K
|
86.2K
$3.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
9.1K+ 47873.68% |
$304K - $320K
|
9.12K
$333K
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
8.61KNew |
$288K - $303K
|
8.61K
$315K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
6.7K+ 1116.83% |
$224K - $235K
|
7.3K
$267K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
6.3KNew |
$210K - $221K
|
6.3K
$230K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.9K+ 38.7% |
$197K - $207K
|
21.2K
$773K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.7KNew |
$190K - $200K
|
5.7K
$208K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.25K+ 2.57% |
$109K - $114K
|
130K
$4.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.27K+ 10.52% |
$75.9K - $79.8K
|
23.9K
$872K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.2K+ 13.13% |
$73.4K - $77.2K
|
18.9K
$692K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.91K+ 14.12% |
$63.7K - $67K
|
15.4K
$563K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.32KNew |
$44.1K - $46.4K
|
1.32K
$48.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.28K+ 8.65% |
$42.8K - $45K
|
16.1K
$588K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
782+ 6.4% |
$26.1K - $27.5K
|
13K
$475K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
492+ 2.38% |
$16.4K - $17.3K
|
21.2K
$775K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
315+ 0.99% |
$10.5K - $11.1K
|
32.1K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
300+ 1.16% |
$10K - $10.5K
|
26.2K
$958K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
216+ 0.42% |
$7.22K - $7.59K
|
51.1K
$1.87M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
200+ 5.71% |
$6.68K - $7.03K
|
3.7K
$135K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
177+ 2.1% |
$5.91K - $6.22K
|
8.6K
$314K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64New |
$2.14K - $2.25K
|
64
$2.34K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
63+ 0.38% |
$2.1K - $2.21K
|
16.5K
$604K
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
18+ 0.26% |
$601 - $633
|
6.96K
$254K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$33.4 - $35.1
|
22K
$803K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-12- 0.03% |
$401 - $422
|
34.3K
$1.26M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-14- 0.15% |
$468 - $492
|
9.46K
$346K
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-31- 0.05% |
$1.04K - $1.09K
|
64.5K
$2.36M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-84- 0.44% |
$2.81K - $2.95K
|
19.1K
$699K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-87- 0.24% |
$2.91K - $3.06K
|
36K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-135- 0.47% |
$4.51K - $4.74K
|
28.4K
$1.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-142- 1.82% |
$4.74K - $4.99K
|
7.67K
$280K
|