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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-147- 1.36% |
$4.91K - $5.17K
|
10.6K
$389K
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-184- 1.16% |
$6.15K - $6.47K
|
15.7K
$576K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-226- 0.71% |
$7.55K - $7.94K
|
31.8K
$1.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-239- 66.57% |
$7.98K - $8.4K
|
120
$4.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-259- 1.79% |
$8.65K - $9.1K
|
14.2K
$522K
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-321- 2.07% |
$10.7K - $11.3K
|
15.2K
$555K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-329- 1.09% |
$11K - $11.6K
|
29.9K
$1.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-350- 4.4% |
$11.7K - $12.3K
|
7.6K
$278K
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-368- 0.67% |
$12.3K - $12.9K
|
54.6K
$2M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-369- 0.24% |
$12.3K - $13K
|
152K
$5.58M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-393- 5.9% |
$13.1K - $13.8K
|
6.27K
$230K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-395- 2.14% |
$13.2K - $13.9K
|
18.1K
$663K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-471- 1.41% |
$15.7K - $16.6K
|
32.8K
$1.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-549- 6.05% |
$18.3K - $19.3K
|
8.53K
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-582- 1.08% |
$19.4K - $20.5K
|
53.2K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-593- 1.72% |
$19.8K - $20.8K
|
33.9K
$1.24M
|
|
|
Jul 02, 2024
Q2 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-635- 1.2% |
$21.2K - $22.3K
|
52.2K
$1.91M
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-643- 1.17% |
$21.5K - $22.6K
|
54.4K
$1.99M
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
SELL
|
- |
-695- 0.49% |
$23.2K - $24.4K
|
141K
$5.16M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-705- 2.14% |
$23.6K - $24.8K
|
32.3K
$1.18M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-708- 1.14% |
$23.7K - $24.9K
|
61.5K
$2.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-723- 4.54% |
$24.2K - $25.4K
|
15.2K
$556K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-885- 7.01% |
$29.6K - $31.1K
|
11.7K
$430K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-930- 21.31% |
$31.1K - $32.7K
|
3.44K
$126K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-964- 73.36% |
$32.2K - $33.9K
|
350
$12.8K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-964- 73.36% |
$32.2K - $33.9K
|
350
$12.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 0.87% |
$35.8K - $37.7K
|
122K
$4.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.24K- 8.07% |
$41.3K - $43.5K
|
14.1K
$516K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.25K- 15.18% |
$41.7K - $43.8K
|
6.97K
$255K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.45K- 9.46% |
$48.3K - $50.8K
|
13.8K
$507K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.55K- 11.56% |
$51.8K - $54.4K
|
11.8K
$434K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.01K- 1.27% |
$67.1K - $70.6K
|
156K
$5.73M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.22K- 2.38% |
$74.1K - $78K
|
91K
$3.34M
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2.43K- 5.4% |
$81.3K - $85.5K
|
42.6K
$1.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.78K- 6.93% |
$92.9K - $97.7K
|
37.4K
$1.37M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.83K- 2.5% |
$94.7K - $99.6K
|
110K
$4.05M
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.96K- 28.6% |
$98.8K - $104K
|
7.38K
$271K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.14K- 32.2% |
$105K - $110K
|
6.62K
$243K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.17K- 71.42% |
$106K - $111K
|
1.27K
$46.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.61K- 2.96% |
$121K - $127K
|
118K
$4.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-3.69K- 3.5% |
$123K - $130K
|
102K
$3.73M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.8K- 0.67% |
$127K - $134K
|
561K
$20.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.94K- 1.11% |
$132K - $138K
|
351K
$12.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-4.77K- 8.97% |
$159K - $167K
|
48.4K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.79K- 55.85% |
$160K - $168K
|
3.78K
$139K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
SELL
|
- |
-4.87K- 33.87% |
$163K - $171K
|
9.51K
$348K
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-5.44K- 11.17% |
$182K - $191K
|
43.3K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.55K- 73.51% |
$185K - $195K
|
2K
$73.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-6.03K- 7.35% |
$201K - $212K
|
76K
$2.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.42K- 22.64% |
$215K - $226K
|
21.9K
$804K
|