Purchases and Sales Made in Q3 2023 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 2023. 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, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
25.8K+ 27.16% |
$867K - $899K
|
121K
$4.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.8K+ 168.65% |
$833K - $864K
|
39.5K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
24.2K+ 29.61% |
$812K - $842K
|
106K
$4.33M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
23.9KNew |
$804K - $833K
|
23.9K
$979K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
23.8K+ 13.11% |
$800K - $829K
|
205K
$8.41M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
22.8K+ 50.06% |
$766K - $794K
|
68.3K
$2.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
22.2K+ 117.61% |
$747K - $774K
|
41.1K
$1.68M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
21.4K+ 50.64% |
$720K - $746K
|
63.7K
$2.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
21.1KNew |
$710K - $736K
|
21.1K
$866K
|
|
|
Nov 06, 2023
Q3 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
21.1K+ 264.87% |
$709K - $735K
|
29K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
20.6K+ 63.45% |
$694K - $719K
|
53.2K
$2.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
20.4K+ 43.56% |
$684K - $710K
|
67.1K
$2.75M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
18.4K+ 16.41% |
$619K - $642K
|
131K
$5.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
18.2KNew |
$613K - $635K
|
18.2K
$747K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.5KNew |
$589K - $611K
|
17.5K
$718K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.3K+ 30.17% |
$583K - $605K
|
74.8K
$3.07M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
17.3K+ 144.15% |
$583K - $604K
|
29.3K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
17.3K+ 122.46% |
$582K - $603K
|
31.4K
$1.29M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15.4KNew |
$519K - $538K
|
15.4K
$632K
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
14.7KNew |
$495K - $513K
|
14.7K
$604K
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
14.6K+ 20.94% |
$490K - $508K
|
84.1K
$3.45M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
14.4K+ 12.52% |
$483K - $501K
|
129K
$5.3M
|
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
14.3KNew |
$479K - $497K
|
14.3K
$584K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.4K+ 67.49% |
$450K - $466K
|
33.2K
$1.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
13.4KNew |
$449K - $466K
|
13.4K
$548K
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
13.3KNew |
$449K - $465K
|
13.3K
$547K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
13.1K+ 18.98% |
$439K - $456K
|
81.9K
$3.36M
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
11.9KNew |
$401K - $416K
|
11.9K
$489K
|
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
11.2KNew |
$378K - $392K
|
11.2K
$461K
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
11.2KNew |
$378K - $391K
|
11.2K
$460K
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
11.2KNew |
$377K - $390K
|
11.2K
$459K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
10.3K+ 34.13% |
$347K - $360K
|
40.6K
$1.66M
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
9.94K+ 68.43% |
$334K - $347K
|
24.5K
$1M
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
9.84KNew |
$331K - $343K
|
9.84K
$403K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
9.84K+ 70.75% |
$331K - $343K
|
23.7K
$973K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.61K+ 24.38% |
$323K - $335K
|
49K
$2.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
9.16KNew |
$308K - $319K
|
9.16K
$376K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
8.9K+ 115.58% |
$299K - $310K
|
16.6K
$680K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.89K+ 18.84% |
$299K - $310K
|
56.1K
$2.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
8.87KNew |
$298K - $309K
|
8.87K
$364K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
8.23KNew |
$277K - $287K
|
8.23K
$337K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
8.06K+ 4.59% |
$271K - $281K
|
184K
$7.53M
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
7.3K+ 35.93% |
$245K - $254K
|
27.6K
$1.13M
|
|
|
Nov 14, 2024
Q3 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
7.13KNew |
$240K - $249K
|
7.13K
$292K
|
|
|
Oct 19, 2023
Q3 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
6.91KNew |
$232K - $241K
|
6.91K
$283K
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.8K+ 33.46% |
$229K - $237K
|
27.1K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6.65KNew |
$223K - $232K
|
6.65K
$272K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
6.26K+ 85.65% |
$210K - $218K
|
13.6K
$556K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
6.03K+ 6.83% |
$203K - $210K
|
94.3K
$3.86M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.03KNew |
$203K - $210K
|
6.03K
$247K
|