Purchases and Sales Made in Q1 2024 in Innovator U.S. Equity Power Bu (PJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUL) 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 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-35- 0.26% |
$1.25K - $1.33K
|
13.5K
$554K
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-44- 0.03% |
$1.58K - $1.67K
|
167K
$6.86M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-50- 0.06% |
$1.79K - $1.9K
|
78K
$3.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-60- 0.39% |
$2.15K - $2.28K
|
15.4K
$630K
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-69- 0.24% |
$2.47K - $2.62K
|
28.5K
$1.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-70- 1.18% |
$2.51K - $2.66K
|
5.85K
$240K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-90- 1.2% |
$3.22K - $3.42K
|
7.43K
$305K
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-90- 0.6% |
$3.22K - $3.42K
|
14.8K
$608K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-95- 33.33% |
$3.4K - $3.61K
|
190
$7.79K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-213- 1.91% |
$7.63K - $8.09K
|
10.9K
$448K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-214- 0.25% |
$7.66K - $8.13K
|
86.7K
$3.55M
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-223- 0.63% |
$7.99K - $8.47K
|
34.9K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-245- 9.27% |
$8.77K - $9.31K
|
2.4K
$98.3K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-245- 9.27% |
$8.77K - $9.31K
|
2.4K
$98.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-362- 2.59% |
$13K - $13.7K
|
13.6K
$558K
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-397- 4.68% |
$14.2K - $15.1K
|
8.09K
$332K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-542- 2.33% |
$19.4K - $20.6K
|
22.7K
$930K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-567- 5.19% |
$20.3K - $21.5K
|
10.4K
$424K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-585- 3.97% |
$20.9K - $22.2K
|
14.1K
$580K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-588- 6.67% |
$21.1K - $22.3K
|
8.23K
$337K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-610- 2.91% |
$21.8K - $23.2K
|
20.3K
$833K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-643- 1.27% |
$23K - $24.4K
|
49.8K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-685- 5.57% |
$24.5K - $26K
|
11.6K
$476K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-686- 9.52% |
$24.6K - $26.1K
|
6.52K
$267K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-818- 2.54% |
$29.3K - $31.1K
|
31.3K
$1.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-862- 2.6% |
$30.9K - $32.7K
|
32.2K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-871- 6.62% |
$31.2K - $33.1K
|
12.3K
$504K
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-885- 4.33% |
$31.7K - $33.6K
|
19.6K
$801K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-955- 1.15% |
$34.2K - $36.3K
|
82.1K
$3.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-989- 5.34% |
$35.4K - $37.6K
|
17.5K
$719K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.02K- 5.51% |
$36.4K - $38.6K
|
17.4K
$714K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.09K- 0.65% |
$39K - $41.3K
|
167K
$6.83M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.1K- 6.65% |
$39.4K - $41.8K
|
15.4K
$633K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.27K- 1.35% |
$45.5K - $48.2K
|
93K
$3.81M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.27K- 2.01% |
$45.5K - $48.2K
|
61.8K
$2.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.46K- 19.8% |
$52.4K - $55.6K
|
5.93K
$243K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.74K- 4.89% |
$62.1K - $65.9K
|
33.8K
$1.38M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.88K- 0.66% |
$67.5K - $71.6K
|
282K
$11.6M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.9K- 2.12% |
$67.9K - $72K
|
87.6K
$3.59M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-2.03K- 1.64% |
$72.7K - $77.1K
|
122K
$5M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.14K- 22.37% |
$76.6K - $81.3K
|
7.43K
$304K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.15K- 16.18% |
$76.8K - $81.5K
|
11.1K
$456K
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-2.44K- 20.63% |
$87.3K - $92.6K
|
9.38K
$385K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.49K- 11.79% |
$89.1K - $94.5K
|
18.6K
$763K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-2.71K- 6.8% |
$96.9K - $103K
|
37.1K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-2.77K- 24.69% |
$99.3K - $105K
|
8.46K
$347K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.81K- 5.83% |
$100K - $107K
|
45.3K
$1.86M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.85K- 2.1% |
$102K - $108K
|
133K
$5.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-2.93K- 34.56% |
$105K - $111K
|
5.55K
$227K
|