Purchases and Sales Made in Q1 2024 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 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.92KNew |
$292K - $310K
|
7.92K
$338K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.62K+ 8.76% |
$281K - $298K
|
94.7K
$4.03M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.29K+ 6.21% |
$269K - $285K
|
125K
$5.31M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
7.24KNew |
$267K - $283K
|
7.24K
$309K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
7.2K+ 13.71% |
$266K - $282K
|
59.7K
$2.55M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.15K+ 2.66% |
$264K - $280K
|
276K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.99KNew |
$258K - $273K
|
6.99K
$298K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
6.99K+ 58.94% |
$258K - $273K
|
18.8K
$803K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.96K+ 36.9% |
$257K - $272K
|
25.8K
$1.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
6.74K+ 34.28% |
$248K - $263K
|
26.4K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
6.62K+ 2.1% |
$244K - $259K
|
322K
$13.7M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.49K+ 141.03% |
$239K - $254K
|
11.1K
$472K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6.41KNew |
$237K - $251K
|
6.41K
$273K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.19KNew |
$228K - $242K
|
6.19K
$264K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.09K+ 38.54% |
$225K - $238K
|
21.9K
$933K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
5.92KNew |
$218K - $231K
|
5.92K
$252K
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
5.72KNew |
$211K - $224K
|
5.72K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.69KNew |
$210K - $222K
|
5.69K
$242K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.51KNew |
$203K - $215K
|
5.51K
$235K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
5.37KNew |
$198K - $210K
|
5.37K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.27K+ 26.81% |
$195K - $206K
|
24.9K
$1.06M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.9K+ 21.69% |
$181K - $192K
|
27.5K
$1.17M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
4.48K+ 9.5% |
$165K - $175K
|
51.7K
$2.2M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4.18KNew |
$154K - $164K
|
4.18K
$178K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.71K+ 0.8% |
$137K - $145K
|
468K
$20M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.56K+ 135.35% |
$131K - $139K
|
6.19K
$264K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.04K+ 20.98% |
$112K - $119K
|
17.6K
$748K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2.97K+ 22.56% |
$109K - $116K
|
16.1K
$687K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.55K+ 11.03% |
$94K - $99.7K
|
25.7K
$1.09M
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
2.11K+ 35.06% |
$77.7K - $82.4K
|
8.12K
$346K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.94K+ 131.12% |
$71.5K - $75.8K
|
3.42K
$146K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1.87KNew |
$68.8K - $73K
|
1.87K
$79.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.7K+ 2.78% |
$62.7K - $66.5K
|
62.8K
$2.68M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.4K+ 3.94% |
$51.7K - $54.9K
|
37K
$1.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.4KNew |
$51.6K - $54.8K
|
1.4K
$59.7K
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.31K+ 0.78% |
$48.4K - $51.3K
|
170K
$7.24M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
953+ 15.41% |
$35.1K - $37.3K
|
7.14K
$304K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
926New |
$34.2K - $36.2K
|
926
$39.5K
|
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
860+ 7.61% |
$31.7K - $33.6K
|
12.2K
$519K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
800New |
$29.5K - $31.3K
|
800
$34.1K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
741+ 8.15% |
$27.3K - $29K
|
9.83K
$419K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
675+ 1.22% |
$24.9K - $26.4K
|
55.9K
$2.38M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
607+ 3.8% |
$22.4K - $23.7K
|
16.6K
$707K
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
589+ 1.86% |
$21.7K - $23K
|
32.2K
$1.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
400+ 2.38% |
$14.8K - $15.6K
|
17.2K
$732K
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
377+ 0.43% |
$13.9K - $14.7K
|
87.9K
$3.75M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
304New |
$11.2K - $11.9K
|
304
$13K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
138+ 0.37% |
$5.09K - $5.4K
|
37.2K
$1.58M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
40New |
$1.48K - $1.56K
|
40
$1.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-27- 0.11% |
$996 - $1.06K
|
25.6K
$1.09M
|