Purchases and Sales Made in Q3 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 Q3 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
Nov 15, 2023 Q3 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
76.8K
+ 11.66%
$2.33M - $2.4M
735K $26.9M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
64.4K
New
$1.95M - $2.01M
64.4K $2.35M
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
54.5K
+ 126.8%
$1.66M - $1.71M
97.5K $3.57M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
46.6K
+ 719.47%
$1.41M - $1.46M
53K $1.94M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
42.1K
New
$1.28M - $1.32M
42.1K $1.54M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
31.3K
New
$952K - $981K
31.3K $1.15M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
19.9K
+ 125.05%
$605K - $623K
35.8K $1.31M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
13.9K
+ 14.42%
$422K - $435K
110K $4.03M
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
13.2K
New
$402K - $414K
13.2K $484K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
12.2K
+ 30.06%
$370K - $381K
52.7K $1.93M
Nov 15, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
7.34K
New
$223K - $230K
7.34K $268K
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
5.49K
+ 84.08%
$167K - $172K
12K $439K
Oct 26, 2023 Q3 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
3.17K
New
$96.2K - $99.1K
3.17K $116K
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
2.74K
+ 2.21%
$83.1K - $85.6K
126K $4.62M
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
1.82K
+ 2.3%
$55.1K - $56.8K
80.8K $2.95M
Nov 08, 2023 Q3 2023
Tru Independence LLC

BUY
 -
1.59K
+ 15.89%
$48.2K - $49.6K
11.6K $423K
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
1.27K
New
$38.5K - $39.7K
1.27K $46.4K
Feb 08, 2024 Q3 2023
Bedel Financial Consulting, Inc.

BUY
 -
1.01K
+ 5.42%
$30.7K - $31.6K
19.6K $718K
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
964
+ 5.71%
$29.3K - $30.2K
17.8K $652K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
755
+ 0.98%
$22.9K - $23.6K
77.9K $2.85M
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
732
+ 4.14%
$22.2K - $22.9K
18.4K $673K
Oct 03, 2023 Q3 2023
Mc Alister, Sweet & Associates, Inc.

BUY
 -
558
+ 1.13%
$16.9K - $17.5K
50.1K $1.83M
Oct 19, 2023 Q3 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
87
+ 0.3%
$2.64K - $2.72K
29.2K $1.07M
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 08, 2023 Q3 2023
Spire Wealth Management

SELL
 -
-2
- 0.01%
$60.7 - $62.6
13.7K $500K
Oct 13, 2023 Q3 2023
Global Strategic Investment Solutions, LLC

SELL
 -
-4
- 0.01%
$121 - $125
49.2K $1.8M
Oct 10, 2023 Q3 2023
Cypress Financial Planning LLC

SELL
 -
-90
- 0.83%
$2.73K - $2.82K
10.7K $393K
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-98
- 0.67%
$2.98K - $3.07K
14.5K $532K
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
SELL
 -
-106
- 0.51%
$3.22K - $3.32K
20.6K $753K
Nov 14, 2023 Q3 2023
Worth Pointe, LLC

La Jolla, CA
SELL
 -
-162
- 0.32%
$4.92K - $5.07K
50.5K $1.85M
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
SELL
 -
-200
- 0.63%
$6.07K - $6.26K
31.8K $1.16M
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

SELL
 -
-340
- 2.9%
$10.3K - $10.6K
11.4K $416K
Oct 11, 2023 Q3 2023
Cwm, LLC

SELL
 -
-357
- 2.33%
$10.8K - $11.2K
15K $548K
Nov 13, 2023 Q3 2023
Vista Investment Management

Pittsburgh, PA
SELL
 -
-388
- 4.15%
$11.8K - $12.1K
8.97K $328K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-500
- 3.17%
$15.2K - $15.6K
15.2K $558K
Oct 13, 2023 Q3 2023
John W. Brooker & Co., Cp As

SELL
 -
-502
- 2.15%
$15.2K - $15.7K
22.8K $834K
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

SELL
 -
-582
- 7.58%
$17.7K - $18.2K
7.1K $260K
Nov 06, 2023 Q3 2023
Corrado Advisors, LLC

Ramsey, NJ
SELL
 -
-611
- 1.7%
$18.5K - $19.1K
35.4K $1.29M
Nov 14, 2023 Q3 2023
Truist Financial Corp

SELL
 -
-766
- 1.4%
$23.3K - $24K
54K $1.97M
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-1.14K
- 4.16%
$34.6K - $35.6K
26.2K $959K
Jan 02, 2024 Q3 2023
Southland Equity Partners LLC

Wildwood, MO
SELL
 -
-1.15K
- 0.8%
$34.9K - $35.9K
143K $5.22M
Oct 13, 2023 Q3 2023
Cra Financial Services, LLC

SELL
 -
-1.33K
- 10.55%
$40.2K - $41.4K
11.2K $411K
Nov 14, 2023 Q3 2023
Stephens Inc

SELL
 -
-1.37K
- 0.82%
$41.6K - $42.9K
166K $6.05M
Oct 25, 2023 Q3 2023
Forvis Wealth Advisors, LLC

SELL
 -
-1.6K
- 1.39%
$48.6K - $50.1K
114K $4.15M
Oct 13, 2023 Q3 2023
Weaver Consulting Group

SELL
 -
-1.83K
- 1.84%
$55.4K - $57.1K
97.6K $3.57M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-1.84K
- 5.02%
$55.8K - $57.5K
34.8K $1.27M
Nov 09, 2023 Q3 2023
Ubs Group Ag

SELL
 -
-1.96K
- 48.68%
$59.4K - $61.2K
2.06K $75.4K
Oct 17, 2023 Q3 2023
Kfg Wealth Management, LLC

Granger, IN
SELL
 -
-2.13K
- 3.82%
$64.6K - $66.6K
53.6K $1.96M

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