Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
614K+ 333.07% |
$22.9M - $23.9M
|
798K
$32.9M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
359K+ 220.44% |
$13.4M - $13.9M
|
522K
$21.5M
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
267KNew |
$9.95M - $10.4M
|
267K
$11M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
191K+ 99.57% |
$7.14M - $7.44M
|
384K
$15.8M
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
101K+ 2.76% |
$3.76M - $3.92M
|
3.76M
$155M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
91.2KNew |
$3.4M - $3.54M
|
91.2K
$3.75M
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
79.4K+ 448.67% |
$2.96M - $3.09M
|
97.1K
$4M
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
56.7K+ 593.45% |
$2.12M - $2.21M
|
66.3K
$2.73M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
36.8K+ 15.57% |
$1.37M - $1.43M
|
273K
$11.3M
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
35K+ 122.79% |
$1.31M - $1.36M
|
63.5K
$2.62M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
33.6K+ 27.7% |
$1.25M - $1.31M
|
155K
$6.38M
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
30.2K+ 276.23% |
$1.13M - $1.17M
|
41.1K
$1.69M
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
30.2KNew |
$1.13M - $1.17M
|
30.2K
$1.24M
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
28.1KNew |
$1.05M - $1.09M
|
28.1K
$1.16M
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
27.8KNew |
$1.04M - $1.08M
|
27.8K
$1.15M
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
22.7K+ 2.51% |
$848K - $884K
|
930K
$38.3M
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
19.3KNew |
$721K - $752K
|
19.3K
$796K
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
15.3KNew |
$572K - $596K
|
15.3K
$632K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13.2K+ 48.57% |
$490K - $511K
|
40.2K
$1.66M
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.8K+ 17.91% |
$476K - $497K
|
84.1K
$3.46M
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12.2KNew |
$454K - $473K
|
12.2K
$501K
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
11.6K+ 11.27% |
$434K - $452K
|
115K
$4.73M
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
11.4KNew |
$425K - $443K
|
11.4K
$469K
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
11.2KNew |
$418K - $435K
|
11.2K
$461K
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
11.1K+ 22.35% |
$415K - $432K
|
60.9K
$2.51M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.1K+ 461.28% |
$413K - $430K
|
13.5K
$554K
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.1K+ 461.28% |
$413K - $430K
|
13.5K
$554K
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
11.1K+ 31.46% |
$412K - $430K
|
46.2K
$1.9M
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
9.71KNew |
$362K - $377K
|
9.71K
$400K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.54K+ 133.72% |
$356K - $371K
|
16.7K
$687K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.24K+ 5.17% |
$307K - $320K
|
168K
$6.9M
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
7.97KNew |
$297K - $310K
|
7.97K
$328K
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
7.3K+ 3.57% |
$272K - $284K
|
212K
$8.72M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.25K+ 4.0% |
$270K - $282K
|
188K
$7.76M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7.24KNew |
$270K - $281K
|
7.24K
$298K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.62KNew |
$247K - $257K
|
6.62K
$273K
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
6.49KNew |
$242K - $252K
|
6.49K
$267K
|
|
Aug 01, 2024
Q2 2024
|
Kearns & Associates LLC
|
BUY
|
- |
6.43KNew |
$240K - $250K
|
6.43K
$265K
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.42KNew |
$239K - $250K
|
6.42K
$264K
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
6.3K+ 48.11% |
$235K - $245K
|
19.4K
$799K
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.98KNew |
$223K - $233K
|
5.98K
$246K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.78K+ 1.68% |
$216K - $225K
|
350K
$14.4M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.36KNew |
$200K - $208K
|
5.36K
$221K
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.26KNew |
$196K - $204K
|
5.26K
$217K
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
5.25KNew |
$196K - $204K
|
5.25K
$216K
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
4.48K+ 3.68% |
$167K - $174K
|
126K
$5.19M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.71K+ 5.18% |
$138K - $144K
|
75.4K
$3.1M
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3.66K+ 12.57% |
$136K - $142K
|
32.8K
$1.35M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.64K+ 0.64% |
$136K - $141K
|
571K
$23.5M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.39KNew |
$126K - $132K
|
3.39K
$140K
|