Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.5K+ 48.36% |
$328K - $357K
|
35.1K
$1.45M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
11.1KNew |
$317K - $345K
|
11.1K
$456K
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
BUY
|
- |
10.5K+ 150.0% |
$300K - $327K
|
17.5K
$721K
|
|
|
Nov 14, 2022
Q3 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
9.97K+ 12.41% |
$285K - $311K
|
90.3K
$3.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
9.84KNew |
$281K - $307K
|
9.84K
$405K
|
|
|
Nov 04, 2022
Q3 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
9.8K+ 24.6% |
$280K - $306K
|
49.6K
$2.04M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
9.78KNew |
$280K - $305K
|
9.78K
$403K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.78KNew |
$280K - $305K
|
9.78K
$403K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
9.75K+ 36.42% |
$279K - $304K
|
36.5K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.93KNew |
$255K - $278K
|
8.93K
$368K
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
8.83KNew |
$252K - $275K
|
8.83K
$363K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
8.39KNew |
$240K - $262K
|
8.39K
$345K
|
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
8.19KNew |
$234K - $255K
|
8.19K
$337K
|
|
|
Nov 14, 2022
Q3 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
8.11KNew |
$232K - $253K
|
8.11K
$334K
|
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
8.01KNew |
$229K - $250K
|
8.01K
$330K
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
7.78K+ 20.05% |
$222K - $243K
|
46.6K
$1.92M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.6KNew |
$217K - $237K
|
7.6K
$313K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7.47KNew |
$214K - $233K
|
7.47K
$308K
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
BUY
|
- |
7.31KNew |
$209K - $228K
|
7.31K
$301K
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
7.3KNew |
$209K - $228K
|
7.3K
$301K
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
7.11K+ 21.5% |
$203K - $222K
|
40.2K
$1.65M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
5.7KNew |
$163K - $178K
|
5.7K
$235K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.48K+ 77.31% |
$157K - $171K
|
12.6K
$518K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4.61K+ 137.16% |
$132K - $144K
|
7.96K
$328K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.21K+ 64.69% |
$91.8K - $100K
|
8.17K
$337K
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.2K+ 41.71% |
$91.5K - $99.8K
|
10.9K
$448K
|
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.83K+ 23.79% |
$80.9K - $88.2K
|
14.7K
$606K
|
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.67K+ 19.26% |
$76.5K - $83.4K
|
16.6K
$682K
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
2.39K+ 15.76% |
$68.2K - $74.4K
|
17.5K
$721K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.21K+ 15.06% |
$63.3K - $69K
|
16.9K
$696K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.05K+ 10.5% |
$58.5K - $63.8K
|
21.5K
$886K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
2KNew |
$57.2K - $62.4K
|
2K
$82.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.72K+ 5.16% |
$49.1K - $53.6K
|
35K
$1.44M
|
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.4K+ 2.2% |
$40K - $43.6K
|
65K
$2.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.14KNew |
$32.5K - $35.4K
|
1.14K
$46.7K
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
1.1K+ 7.6% |
$31.5K - $34.3K
|
15.6K
$641K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
1K+ 307.69% |
$28.6K - $31.2K
|
1.33K
$54.6K
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
938+ 7.23% |
$26.8K - $29.3K
|
13.9K
$573K
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
845+ 4.16% |
$24.2K - $26.4K
|
21.2K
$872K
|
|
|
Oct 13, 2022
Q3 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
806+ 10.41% |
$23.1K - $25.1K
|
8.55K
$352K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
799New |
$22.9K - $24.9K
|
799
$32.9K
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
700New |
$20K - $21.8K
|
700
$28.8K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
517+ 8.49% |
$14.8K - $16.1K
|
6.6K
$272K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
325New |
$9.3K - $10.1K
|
325
$13.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
195+ 2.77% |
$5.58K - $6.08K
|
7.25K
$298K
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
35+ 0.27% |
$1K - $1.09K
|
12.9K
$531K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-1- -0.0% |
$28.6 - $31.2
|
304K
$12.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-50- 0.05% |
$1.43K - $1.56K
|
92.6K
$3.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-100- 0.61% |
$2.86K - $3.12K
|
16.2K
$667K
|