Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-600- 30.0% |
$20.6K - $21.6K
|
1.4K
$51.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-601- 7.04% |
$20.6K - $21.7K
|
7.93K
$291K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-618- 4.66% |
$21.2K - $22.3K
|
12.6K
$463K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-639- 2.68% |
$21.9K - $23K
|
23.2K
$851K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-798- 5.67% |
$27.4K - $28.8K
|
13.3K
$487K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-830- 2.61% |
$28.5K - $29.9K
|
30.9K
$1.13M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-841- 0.97% |
$28.8K - $30.3K
|
85.9K
$3.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-920- 1.12% |
$31.5K - $33.2K
|
81.4K
$2.98M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-980- 6.24% |
$33.6K - $35.3K
|
14.7K
$540K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 1.26% |
$34.5K - $36.3K
|
78.9K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.02K- 6.45% |
$35K - $36.8K
|
14.8K
$542K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.1K- 8.47% |
$37.6K - $39.5K
|
11.8K
$434K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.13K- 1.83% |
$38.6K - $40.5K
|
60.3K
$2.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.4K- 2.57% |
$47.9K - $50.4K
|
53K
$1.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.46K- 6.86% |
$49.9K - $52.4K
|
19.7K
$723K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.51K- 4.05% |
$51.8K - $54.5K
|
35.8K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.71K- 19.93% |
$58.7K - $61.7K
|
6.88K
$252K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.92K- 1.26% |
$65.8K - $69.1K
|
150K
$5.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-2K- 5.55% |
$68.4K - $71.9K
|
34K
$1.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.05K- 21.71% |
$70.4K - $74K
|
7.41K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.15K- 5.59% |
$73.7K - $77.4K
|
36.3K
$1.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-2.35K- 22.12% |
$80.6K - $84.7K
|
8.28K
$303K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.57K- 2.17% |
$88.2K - $92.7K
|
116K
$4.24M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.77K- 9.39% |
$95K - $99.8K
|
26.7K
$979K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.79K- 2.29% |
$95.7K - $101K
|
119K
$4.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.82K- 2.6% |
$96.8K - $102K
|
106K
$3.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-2.95K- 2.9% |
$101K - $106K
|
98.9K
$3.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.12K- 14.06% |
$107K - $113K
|
19.1K
$699K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-3.44K- 10.14% |
$118K - $124K
|
30.5K
$1.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.61K- 9.57% |
$124K - $130K
|
34.1K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.77K- 12.14% |
$129K - $136K
|
27.3K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-4.39K- 6.81% |
$151K - $158K
|
60.1K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-4.48K- 4.09% |
$153K - $161K
|
105K
$3.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.58K- 25.43% |
$191K - $201K
|
16.4K
$600K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-6.43K- 4.56% |
$220K - $232K
|
135K
$4.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-6.56K- 12.03% |
$225K - $236K
|
48K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-6.61K- 13.67% |
$227K - $238K
|
41.7K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-7.77K- 10.23% |
$267K - $280K
|
68.2K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.02K- 6.94% |
$275K - $289K
|
108K
$3.94M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-8.58K- 16.54% |
$294K - $309K
|
43.3K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.93K- 3.47% |
$306K - $322K
|
249K
$9.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-10K- 4.33% |
$344K - $361K
|
221K
$8.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.3K- 7.94% |
$354K - $372K
|
120K
$4.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.7K- 15.88% |
$401K - $422K
|
62K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.5K- 25.92% |
$430K - $451K
|
35.8K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-14.4K- 15.23% |
$494K - $519K
|
80.1K
$2.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-16.9K- 23.23% |
$580K - $609K
|
55.9K
$2.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-18K- 10.08% |
$616K - $647K
|
160K
$5.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-21.6K- 13.28% |
$740K - $778K
|
141K
$5.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.8K- 6.49% |
$781K - $820K
|
328K
$12M
|