Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
30.5K+ 19.23% |
$862K - $878K
|
189K
$6.93M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.7K+ 76.22% |
$500K - $509K
|
40.9K
$1.5M
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
9K+ 9.14% |
$254K - $259K
|
108K
$3.94M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.15K+ 3.63% |
$174K - $177K
|
176K
$6.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
3.25K+ 65.26% |
$91.8K - $93.6K
|
8.23K
$302K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.25K+ 3.7% |
$91.8K - $93.5K
|
91.1K
$3.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.9KNew |
$81.8K - $83.3K
|
2.9K
$106K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.74K+ 672.59% |
$49.2K - $50.2K
|
2K
$73.3K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.18K+ 9.25% |
$33.2K - $33.8K
|
13.9K
$509K
|
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
50+ 0.43% |
$1.41K - $1.44K
|
11.8K
$432K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
33+ 1.96% |
$933 - $950
|
1.71K
$62.8K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-4- 0.01% |
$113 - $115
|
35.3K
$1.29M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.45% |
$1.13K - $1.15K
|
8.82K
$323K
|
|
|
Oct 25, 2021
Q3 2021
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-180- 0.51% |
$5.09K - $5.18K
|
35.4K
$1.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-250- 4.23% |
$7.07K - $7.2K
|
5.67K
$208K
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-278- 0.07% |
$7.86K - $8K
|
387K
$14.2M
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-290- 1.55% |
$8.2K - $8.35K
|
18.5K
$676K
|
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-306- 0.26% |
$8.65K - $8.81K
|
117K
$4.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-937- 2.44% |
$26.5K - $27K
|
37.4K
$1.37M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.08K- 8.23% |
$30.4K - $30.9K
|
12K
$439K
|
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.1K- 10.11% |
$31.1K - $31.7K
|
9.79K
$359K
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
SELL
|
- |
-1.13K- 6.32% |
$32K - $32.6K
|
16.8K
$615K
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.66K- 1.44% |
$46.9K - $47.8K
|
114K
$4.16M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.77K- 3.19% |
$50.1K - $51K
|
53.8K
$1.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.2KClosed |
$62.2K - $63.3K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.39K- 11.57% |
$67.5K - $68.8K
|
18.3K
$669K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-3.5K- 92.13% |
$99K - $101K
|
299
$11K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.26KClosed |
$120K - $123K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-5.19K- 1.19% |
$147K - $149K
|
432K
$15.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.58K- 30.04% |
$186K - $189K
|
15.3K
$562K
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-7.45K- 29.27% |
$211K - $215K
|
18K
$660K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.41K- 13.33% |
$266K - $271K
|
61.1K
$2.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-15.5K- 59.44% |
$437K - $445K
|
10.6K
$387K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-17K- 87.25% |
$481K - $490K
|
2.49K
$91.1K
|
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-19.9KClosed |
$563K - $573K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-20.4K- 36.77% |
$577K - $588K
|
35.1K
$1.29M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.5K- 12.83% |
$635K - $647K
|
153K
$5.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-25.7K- 55.81% |
$726K - $740K
|
20.3K
$745K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-27.1K- 34.38% |
$767K - $781K
|
51.8K
$1.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-27.2KClosed |
$770K - $784K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-51.3K- 33.48% |
$1.45M - $1.48M
|
102K
$3.74M
|
|
|
Nov 15, 2021
Q3 2021
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-134K- 40.81% |
$3.79M - $3.87M
|
195K
$7.14M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-227K- 66.22% |
$6.42M - $6.54M
|
116K
$4.25M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-442K- 47.14% |
$12.5M - $12.7M
|
496K
$18.2M
|