Purchases and Sales Made in Q2 2022 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.7M+ 290.21% |
$48.8M - $52.2M
|
2.28M
$93.9M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.12M+ 702.09% |
$32.3M - $34.6M
|
1.28M
$52.8M
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
304KNew |
$8.76M - $9.38M
|
304K
$12.5M
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
BUY
|
- |
304KNew |
$8.76M - $9.38M
|
304K
$12.5M
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
102KNew |
$2.94M - $3.15M
|
102K
$4.21M
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
88.6K+ 2195.0% |
$2.55M - $2.73M
|
92.6K
$3.82M
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
75.7K+ 694.45% |
$2.18M - $2.33M
|
86.7K
$3.57M
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
71.3K+ 26.63% |
$2.05M - $2.2M
|
339K
$14M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
59.2K+ 28.35% |
$1.7M - $1.82M
|
268K
$11M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.6K+ 232.7% |
$1.43M - $1.53M
|
70.9K
$2.92M
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
37.7K+ 2838.0% |
$1.09M - $1.16M
|
39K
$1.61M
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
36.6KNew |
$1.05M - $1.13M
|
36.6K
$1.51M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
35.2KNew |
$1.01M - $1.08M
|
35.2K
$1.45M
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
29K+ 87.69% |
$833K - $892K
|
62K
$2.55M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.7K+ 66.39% |
$797K - $853K
|
69.4K
$2.86M
|
|
Aug 05, 2022
Q2 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
27.3K+ 216.97% |
$784K - $840K
|
39.8K
$1.64M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
26.8KNew |
$770K - $824K
|
26.8K
$1.1M
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
24.8KNew |
$713K - $763K
|
24.8K
$1.02M
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
20.9KNew |
$603K - $645K
|
20.9K
$862K
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
18.4K+ 90.64% |
$530K - $568K
|
38.8K
$1.6M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.9K+ 63.85% |
$516K - $552K
|
46K
$1.89M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.8KNew |
$484K - $518K
|
16.8K
$693K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
15.8K+ 117.79% |
$456K - $488K
|
29.3K
$1.21M
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
15.1KNew |
$435K - $466K
|
15.1K
$623K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.9KNew |
$430K - $460K
|
14.9K
$615K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13.9K+ 15.37% |
$399K - $427K
|
104K
$4.29M
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12.3K+ 58.76% |
$354K - $379K
|
33.3K
$1.37M
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
BUY
|
- |
11.5KNew |
$332K - $355K
|
11.5K
$475K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.1K+ 88.58% |
$320K - $343K
|
23.7K
$975K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.2K+ 21.37% |
$293K - $314K
|
57.9K
$2.38M
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.29KNew |
$267K - $286K
|
9.29K
$382K
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
8.73KNew |
$251K - $269K
|
8.73K
$359K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8.37K+ 186.71% |
$241K - $258K
|
12.9K
$530K
|
|
Jul 20, 2022
Q2 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
7.74KNew |
$223K - $239K
|
7.74K
$319K
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.5K+ 52.02% |
$216K - $231K
|
21.9K
$902K
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.09KNew |
$204K - $218K
|
7.09K
$292K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.69K+ 17.42% |
$192K - $206K
|
45.1K
$1.86M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.56K+ 72.05% |
$160K - $171K
|
13.3K
$546K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.2K+ 36.41% |
$150K - $160K
|
19.5K
$802K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.09K+ 9.08% |
$146K - $157K
|
61.1K
$2.52M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.59K+ 24.02% |
$132K - $141K
|
23.7K
$976K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.31K+ 199.64% |
$95.1K - $102K
|
4.96K
$204K
|
|
Jul 20, 2022
Q2 2022
|
Applied Capital LLC
|
BUY
|
- |
2.65K+ 27.37% |
$76.3K - $81.7K
|
12.3K
$508K
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.65K+ 3.18% |
$76.1K - $81.5K
|
85.7K
$3.53M
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
2KNew |
$57.5K - $61.6K
|
2K
$82.4K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.99K+ 9.01% |
$57.3K - $61.3K
|
24.1K
$992K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.93K+ 17.54% |
$55.4K - $59.3K
|
12.9K
$531K
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.7K+ 38.75% |
$48.9K - $52.4K
|
6.09K
$251K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
1.38K+ 13.17% |
$39.6K - $42.4K
|
11.8K
$487K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1KNew |
$28.8K - $30.8K
|
1K
$41.2K
|