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 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.28KNew |
$122K - $127K
|
3.28K
$135K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.23K+ 7.13% |
$121K - $126K
|
48.6K
$2M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.02K+ 316.14% |
$112K - $117K
|
3.97K
$163K
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.86K+ 4.95% |
$107K - $111K
|
60.7K
$2.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
2.8K+ 5.62% |
$104K - $109K
|
52.6K
$2.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.76K+ 17.1% |
$103K - $107K
|
18.9K
$777K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.71K+ 48.95% |
$101K - $105K
|
8.25K
$340K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.69K+ 1.61% |
$100K - $105K
|
170K
$7M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.45K+ 10.01% |
$91.4K - $95.2K
|
26.9K
$1.11M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.29K+ 16.22% |
$85.4K - $89K
|
16.4K
$675K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.06K+ 8.7% |
$76.9K - $80.2K
|
25.8K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.47KNew |
$54.9K - $57.3K
|
1.47K
$60.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.34K+ 11.5% |
$49.8K - $51.9K
|
13K
$534K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.33K+ 12.64% |
$49.5K - $51.6K
|
11.8K
$487K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.15KNew |
$42.7K - $44.5K
|
1.15K
$47.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
942+ 2.94% |
$35.1K - $36.6K
|
33K
$1.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
865+ 2.22% |
$32.3K - $33.6K
|
39.9K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
848+ 9.75% |
$31.6K - $33K
|
9.54K
$393K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
776+ 1.88% |
$28.9K - $30.2K
|
42K
$1.73M
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
657+ 7.0% |
$24.5K - $25.5K
|
10K
$413K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
564+ 2.08% |
$21K - $21.9K
|
27.6K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
466+ 4.12% |
$17.4K - $18.1K
|
11.8K
$484K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
276+ 1.39% |
$10.3K - $10.7K
|
20.1K
$828K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
211+ 1.08% |
$7.87K - $8.2K
|
19.7K
$812K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
58New |
$2.16K - $2.25K
|
58
$2.39K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
52New |
$1.94K - $2.02K
|
52
$2.14K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
44+ 0.74% |
$1.64K - $1.71K
|
5.98K
$246K
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
38+ 0.34% |
$1.42K - $1.48K
|
11.3K
$464K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3- 0.02% |
$112 - $117
|
18.6K
$766K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-27- 0.08% |
$1.01K - $1.05K
|
32.2K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-30- 0.04% |
$1.12K - $1.17K
|
78K
$3.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-35- 0.59% |
$1.31K - $1.36K
|
5.93K
$244K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-53- 0.48% |
$1.98K - $2.06K
|
11K
$453K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-111- 0.23% |
$4.14K - $4.31K
|
49.1K
$2.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-137- 1.57% |
$5.11K - $5.33K
|
8.57K
$353K
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-155- 0.79% |
$5.78K - $6.02K
|
19.4K
$799K
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-165- 1.22% |
$6.15K - $6.41K
|
13.4K
$550K
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-204- 1.17% |
$7.61K - $7.93K
|
17.2K
$709K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-220- 1.28% |
$8.2K - $8.55K
|
16.9K
$697K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-230- 1.69% |
$8.58K - $8.94K
|
13.4K
$552K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-257- 1.13% |
$9.58K - $9.99K
|
22.4K
$924K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-314- 3.77% |
$11.7K - $12.2K
|
8.01K
$330K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-330- 4.44% |
$12.3K - $12.8K
|
7.1K
$292K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-344- 4.18% |
$12.8K - $13.4K
|
7.88K
$325K
|
|
|
Jul 30, 2024
Q2 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-394- 1.11% |
$14.7K - $15.3K
|
35K
$1.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-403- 4.77% |
$15K - $15.7K
|
8.04K
$331K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-608- 9.65% |
$22.7K - $23.6K
|
5.69K
$234K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-616- 5.95% |
$23K - $23.9K
|
9.74K
$401K
|
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-623- 1.39% |
$23.2K - $24.2K
|
44.1K
$1.82M
|