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 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-623- 1.39% |
$23.2K - $24.2K
|
44.1K
$1.81M
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-624- 4.66% |
$23.3K - $24.3K
|
12.8K
$523K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-653- 2.58% |
$24.4K - $25.4K
|
24.6K
$1.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-720- 11.13% |
$26.8K - $28K
|
5.75K
$236K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-848- 13.01% |
$31.6K - $33K
|
5.67K
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-880- 6.46% |
$32.8K - $34.2K
|
12.7K
$522K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-954- 33.83% |
$35.6K - $37.1K
|
1.87K
$76.5K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.12K- 5.51% |
$41.8K - $43.5K
|
19.2K
$787K
|
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.25K- 7.12% |
$46.5K - $48.5K
|
16.3K
$668K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1.31K- 1.41% |
$49K - $51.1K
|
91.7K
$3.76M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.46K- 13.15% |
$54.5K - $56.8K
|
9.66K
$396K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.53K- 1.75% |
$57.2K - $59.6K
|
86.1K
$3.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.69K- 2.73% |
$62.9K - $65.6K
|
60.2K
$2.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.89K- 13.2% |
$70.3K - $73.3K
|
12.4K
$508K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.19K- 14.18% |
$81.7K - $85.1K
|
13.3K
$543K
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
SELL
|
- |
-2.47K- 6.67% |
$92.2K - $96.1K
|
34.6K
$1.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.58K- 3.76% |
$96.2K - $100K
|
66.2K
$2.71M
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-2.63K- 2.16% |
$98.1K - $102K
|
119K
$4.89M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.17K- 2.81% |
$118K - $123K
|
110K
$4.49M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-3.23K- 17.33% |
$120K - $125K
|
15.4K
$631K
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-3.49K- 2.22% |
$130K - $136K
|
154K
$6.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.53K- 49.33% |
$132K - $137K
|
3.63K
$149K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-3.58K- 10.59% |
$133K - $139K
|
30.2K
$1.24M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-3.6K- 10.75% |
$134K - $140K
|
29.9K
$1.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.7K- 39.96% |
$138K - $144K
|
5.56K
$228K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-4.24K- 8.08% |
$158K - $165K
|
48.2K
$1.97M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.56K- 5.55% |
$170K - $177K
|
77.6K
$3.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.05K- 23.23% |
$188K - $196K
|
16.7K
$684K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.17K- 22.14% |
$193K - $201K
|
18.2K
$745K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.13K- 29.14% |
$229K - $238K
|
14.9K
$611K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-6.41K- 42.44% |
$239K - $249K
|
8.7K
$356K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-6.42K- 12.94% |
$239K - $250K
|
43.2K
$1.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-7.17K- 53.67% |
$267K - $279K
|
6.19K
$254K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.54K- 8.84% |
$319K - $332K
|
88.1K
$3.61M
|
|
|
Aug 15, 2024
Q2 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-8.62K- 17.67% |
$321K - $335K
|
40.1K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-9.03K- 9.81% |
$337K - $351K
|
83K
$3.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.56K- 20.56% |
$357K - $372K
|
36.9K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11.7K- 31.72% |
$435K - $453K
|
25.1K
$1.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-11.8K- 33.88% |
$441K - $460K
|
23.1K
$946K
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-12.3K- 7.93% |
$459K - $478K
|
143K
$5.85M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12.9K- 31.6% |
$483K - $503K
|
28K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.7K- 11.38% |
$512K - $534K
|
107K
$4.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.1K- 60.9% |
$524K - $547K
|
9.03K
$370K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-14.1K- 37.53% |
$525K - $547K
|
23.4K
$960K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18.6K- 77.4% |
$695K - $724K
|
5.44K
$223K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.6K- 4.65% |
$730K - $761K
|
401K
$16.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-21.5K- 7.63% |
$803K - $837K
|
260K
$10.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-24.8K- 28.56% |
$923K - $963K
|
61.9K
$2.54M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.8K- 11.71% |
$925K - $964K
|
187K
$7.67M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-25.6K- 35.02% |
$953K - $993K
|
47.4K
$1.94M
|