Latest Institutional Sells of Innovator U.S. Equity Power Bu (PJAN)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PJAN) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.62K- 8.29% |
$62K - $65.3K
|
17.9K
$755K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 25.8% |
$61K - $64.3K
|
4.59K
$193K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.44K- 0.62% |
$55.1K - $58.1K
|
231K
$9.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-910- 9.71% |
$34.8K - $36.6K
|
8.46K
$356K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-690- 2.51% |
$26.4K - $27.8K
|
26.8K
$1.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-666- 1.21% |
$25.4K - $26.8K
|
54.5K
$2.29M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-530- 2.38% |
$20.2K - $21.3K
|
21.7K
$914K
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-525- 2.09% |
$20.1K - $21.1K
|
24.6K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-467- 2.33% |
$17.8K - $18.8K
|
19.6K
$824K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-300- 4.68% |
$11.5K - $12.1K
|
6.11K
$257K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-269- 2.22% |
$10.3K - $10.8K
|
11.8K
$498K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-252- 2.09% |
$9.63K - $10.1K
|
11.8K
$497K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-195- 0.17% |
$7.45K - $7.85K
|
113K
$4.73M
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
SELL
|
- |
-195- 0.72% |
$7.45K - $7.85K
|
26.8K
$1.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-140- 0.51% |
$5.35K - $5.64K
|
27.6K
$1.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-127- 1.69% |
$4.85K - $5.11K
|
7.37K
$310K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-125- 0.75% |
$4.78K - $5.03K
|
16.5K
$692K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-40- 0.04% |
$1.53K - $1.61K
|
102K
$4.3M
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-24.5K- 3.12% |
$903K - $958K
|
760K
$32M
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-5.99K- 22.07% |
$221K - $234K
|
21.1K
$889K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-5.41K- 22.13% |
$200K - $212K
|
19K
$800K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.97K- 20.31% |
$72.5K - $76.9K
|
7.71K
$324K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.93K- 7.7% |
$71.3K - $75.6K
|
23.1K
$973K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 4.83% |
$55.3K - $58.7K
|
29.6K
$1.24M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-954- 3.87% |
$35.2K - $37.3K
|
23.7K
$997K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-538- 0.61% |
$19.8K - $21K
|
87.6K
$3.68M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-343- 4.65% |
$12.6K - $13.4K
|
7.04K
$296K
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-325- 2.16% |
$12K - $12.7K
|
14.7K
$618K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-48- 0.29% |
$1.77K - $1.88K
|
16.7K
$700K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-500- 3.42% |
$16.9K - $18.6K
|
14.1K
$593K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-31- 0.26% |
$1.05K - $1.15K
|
12K
$503K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-24- 0.11% |
$811 - $894
|
20.9K
$880K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-81K- 93.37% |
$2.68M - $2.84M
|
5.75K
$242K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-33.7K- 76.73% |
$1.12M - $1.18M
|
10.2K
$430K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-318- 9.97% |
$10.5K - $11.2K
|
2.87K
$121K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-200- 1.29% |
$6.62K - $7.02K
|
15.3K
$642K
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-84- 0.13% |
$2.78K - $2.95K
|
64.7K
$2.72M
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3.03K- 58.76% |
$95.2K - $101K
|
2.13K
$89.4K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-587- 7.87% |
$18.4K - $19.6K
|
6.87K
$289K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-118- 5.39% |
$3.71K - $3.93K
|
2.07K
$87K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-10.7K- 5.19% |
$313K - $345K
|
195K
$8.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.39K- 14.03% |
$70.2K - $77.5K
|
14.6K
$616K
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-114- 0.93% |
$3.35K - $3.69K
|
12.2K
$512K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-60.5K- 68.93% |
$1.78M - $1.94M
|
27.3K
$1.15M
|
|
|
Oct 26, 2022
Q3 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-12.1K- 1.53% |
$356K - $388K
|
778K
$32.7M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.97K- 16.03% |
$87.5K - $95.4K
|
15.6K
$655K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-750- 23.08% |
$22.1K - $24.1K
|
2.5K
$105K
|
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-349- 1.58% |
$10.3K - $11.2K
|
21.7K
$912K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-100Closed |
$2.94K - $3.21K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-294KClosed |
$8.65M - $9.64M
|
0
$0
|
|