Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
BUY
|
- |
988KNew |
$29.1M - $29.8M
|
988K
$40.7M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
294K+ 2189.35% |
$8.65M - $8.87M
|
307K
$12.7M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
131K+ 64.22% |
$3.85M - $3.95M
|
335K
$13.8M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
101K+ 137.45% |
$2.96M - $3.03M
|
174K
$7.15M
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
100K+ 279.55% |
$2.94M - $3.02M
|
136K
$5.59M
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
83.1K+ 579.63% |
$2.44M - $2.51M
|
97.4K
$4.01M
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
61.1KNew |
$1.8M - $1.84M
|
61.1K
$2.51M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
57.9K+ 162.08% |
$1.7M - $1.75M
|
93.7K
$3.86M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
47KNew |
$1.38M - $1.42M
|
47K
$1.93M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.5KNew |
$1.04M - $1.07M
|
35.5K
$1.46M
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
33.3KNew |
$979K - $1M
|
33.3K
$1.37M
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
29K+ 19.23% |
$852K - $874K
|
180K
$7.4M
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
26.2KNew |
$770K - $790K
|
26.2K
$1.08M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
24.7K+ 86.48% |
$726K - $745K
|
53.3K
$2.19M
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
24.2KNew |
$713K - $731K
|
24.2K
$998K
|
|
Nov 09, 2021
Q3 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
23.1K+ 7.71% |
$679K - $697K
|
323K
$13.3M
|
|
Oct 25, 2021
Q3 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
19.3K+ 51.36% |
$569K - $583K
|
57K
$2.35M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18.8KNew |
$552K - $567K
|
18.8K
$773K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
15.3K+ 300.22% |
$451K - $463K
|
20.5K
$842K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
13.6KNew |
$401K - $412K
|
13.6K
$562K
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
12.9KNew |
$379K - $389K
|
12.9K
$531K
|
|
Oct 15, 2021
Q3 2021
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
12.1KNew |
$355K - $364K
|
12.1K
$496K
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
11.5KNew |
$338K - $347K
|
11.5K
$473K
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
11.4K+ 22.03% |
$335K - $344K
|
63.1K
$2.6M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.1KNew |
$327K - $335K
|
11.1K
$457K
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
11K+ 112.03% |
$324K - $332K
|
20.8K
$858K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
10.4KNew |
$307K - $315K
|
10.4K
$430K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
10.1K+ 162.49% |
$298K - $305K
|
16.4K
$674K
|
|
Nov 15, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
10K+ 3260.91% |
$294K - $302K
|
10.3K
$425K
|
|
Oct 21, 2021
Q3 2021
|
Alaska Permanent Capital Management
|
BUY
|
- |
9.69KNew |
$285K - $292K
|
9.69K
$399K
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
8.45K+ 99.35% |
$248K - $255K
|
16.9K
$698K
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.3K+ 62.55% |
$215K - $220K
|
19K
$781K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.2K+ 46.48% |
$212K - $217K
|
22.7K
$934K
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
6.99KNew |
$205K - $211K
|
6.99K
$288K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.81K+ 27.55% |
$171K - $175K
|
26.9K
$1.11M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.46K+ 63.82% |
$161K - $165K
|
14K
$578K
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
5.29K+ 16.84% |
$156K - $160K
|
36.7K
$1.51M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.63K+ 42.6% |
$136K - $140K
|
15.5K
$638K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.25K+ 10.8% |
$125K - $128K
|
43.5K
$1.79M
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.1K+ 5.27% |
$121K - $124K
|
81.9K
$3.37M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.86K+ 58.42% |
$113K - $116K
|
10.5K
$431K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.69KNew |
$109K - $111K
|
3.69K
$152K
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.62KNew |
$107K - $109K
|
3.62K
$149K
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3.36KNew |
$98.8K - $101K
|
3.36K
$138K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.13K+ 7.41% |
$62.6K - $64.2K
|
30.8K
$1.27M
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
2KNew |
$58.8K - $60.3K
|
2K
$82.4K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.87KNew |
$55K - $56.4K
|
1.87K
$77K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.7K+ 16.91% |
$50K - $51.3K
|
11.8K
$484K
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.59K+ 10.82% |
$46.6K - $47.8K
|
16.2K
$669K
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.33KNew |
$39.2K - $40.2K
|
1.33K
$54.9K
|