Purchases and Sales Made in Q1 2022 in Innovator U.S. Equity Power Bu (PJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJAN) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
153+ 0.88% |
$4.75K - $5.1K
|
17.5K
$745K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
127New |
$3.95K - $4.24K
|
127
$5.41K
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
115New |
$3.57K - $3.84K
|
115
$4.9K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100New |
$3.11K - $3.34K
|
100
$4.26K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
75+ 10.39% |
$2.33K - $2.5K
|
797
$34K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-53Closed |
$1.65K - $1.77K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-231Closed |
$7.18K - $7.7K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-300- 1.03% |
$9.32K - $10K
|
29K
$1.23M
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.35KClosed |
$41.8K - $44.9K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.7K- 4.84% |
$52.9K - $56.7K
|
33.5K
$1.43M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.83K- 4.26% |
$87.9K - $94.4K
|
63.6K
$2.71M
|
|
|
May 05, 2022
Q1 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.23K- 3.21% |
$100K - $108K
|
97.3K
$4.15M
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6.05KClosed |
$188K - $202K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.11KClosed |
$190K - $204K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-6.26K- 12.64% |
$194K - $209K
|
43.3K
$1.84M
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-7.18K- 0.99% |
$223K - $240K
|
717K
$30.6M
|
|
|
Apr 29, 2022
Q1 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-21.5KClosed |
$669K - $718K
|
0
$0
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-27.4K- 27.66% |
$852K - $914K
|
71.7K
$3.05M
|
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-40.9KClosed |
$1.27M - $1.36M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-50KClosed |
$1.55M - $1.67M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-125KClosed |
$3.89M - $4.18M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-312K- 99.31% |
$9.69M - $10.4M
|
2.16K
$92.1K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-356K- 57.49% |
$11.1M - $11.9M
|
263K
$11.2M
|