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 |
|---|---|---|---|---|---|---|---|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-3.15K- 11.72% |
$113K - $120K
|
23.7K
$972K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.3K- 5.8% |
$118K - $125K
|
53.6K
$2.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-3.85K- 6.84% |
$138K - $146K
|
52.4K
$2.15M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.9K- 3.2% |
$140K - $148K
|
118K
$4.84M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.21K- 5.45% |
$151K - $160K
|
73K
$2.99M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.65K- 2.79% |
$166K - $176K
|
162K
$6.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.98K- 14.01% |
$178K - $189K
|
30.6K
$1.25M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.26K- 16.26% |
$188K - $200K
|
27.1K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.28K- 31.57% |
$225K - $239K
|
13.6K
$558K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-6.39K- 25.55% |
$229K - $243K
|
18.6K
$763K
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-6.4KClosed |
$229K - $243K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.42K- 5.39% |
$230K - $244K
|
113K
$4.62M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.9K- 6.66% |
$247K - $262K
|
96.6K
$3.96M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-7.5K- 33.17% |
$269K - $285K
|
15.1K
$619K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.08K- 7.22% |
$289K - $307K
|
104K
$4.26M
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-8.91K- 15.44% |
$319K - $338K
|
48.8K
$2M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.12K- 59.15% |
$327K - $347K
|
6.3K
$258K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.2K- 1.35% |
$364K - $386K
|
740K
$30.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10.9K- 9.94% |
$391K - $415K
|
99K
$4.06M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.1K- 82.18% |
$396K - $420K
|
2.4K
$98.3K
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-11.3K- 16.36% |
$405K - $429K
|
57.8K
$2.37M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-11.5K- 36.62% |
$410K - $435K
|
19.8K
$813K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-11.7K- 26.72% |
$419K - $444K
|
32.1K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-12.3K- 14.75% |
$442K - $469K
|
71.3K
$2.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-13.4K- 6.68% |
$480K - $509K
|
187K
$7.68M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-15.8K- 72.56% |
$565K - $600K
|
5.97K
$245K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.5K- 26.21% |
$592K - $627K
|
46.5K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-17.3K- 44.28% |
$619K - $656K
|
21.7K
$891K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-17.3K- 5.18% |
$619K - $657K
|
317K
$13M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-17.7K- 62.81% |
$635K - $674K
|
10.5K
$431K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.9K- 12.86% |
$641K - $680K
|
121K
$4.98M
|
|
|
Apr 22, 2024
Q1 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-18.6K- 34.44% |
$666K - $706K
|
35.4K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-19.4K- 68.27% |
$696K - $739K
|
9.04K
$371K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-20.6K- 49.49% |
$738K - $783K
|
21K
$862K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.9K- 3.2% |
$749K - $794K
|
632K
$25.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-22.4K- 49.26% |
$803K - $852K
|
23.1K
$947K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36.1K- 13.29% |
$1.29M - $1.37M
|
235K
$9.64M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-42.2K- 53.49% |
$1.51M - $1.6M
|
36.7K
$1.51M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-44.2K- 82.22% |
$1.58M - $1.68M
|
9.56K
$392K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-44.5K- 83.62% |
$1.59M - $1.69M
|
8.7K
$357K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-53.1K- 58.59% |
$1.9M - $2.02M
|
37.5K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-106K- 2.81% |
$3.79M - $4.02M
|
3.66M
$150M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-109K- 81.88% |
$3.9M - $4.13M
|
24.1K
$987K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-115K- 16.87% |
$4.12M - $4.37M
|
567K
$23.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-195K- 87.04% |
$7M - $7.42M
|
29.1K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-220K- 48.18% |
$7.88M - $8.36M
|
237K
$9.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-244K- 96.66% |
$8.75M - $9.28M
|
8.45K
$346K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-329K- 81.23% |
$11.8M - $12.5M
|
76K
$3.11M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-367K- 81.7% |
$13.2M - $13.9M
|
82.3K
$3.37M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-856K- 67.06% |
$30.6M - $32.5M
|
420K
$17.2M
|