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 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5.88K+ 88.98% |
$198K - $205K
|
12.5K
$514K
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
5.12K+ 15.48% |
$172K - $178K
|
38.2K
$1.57M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.85K+ 432.15% |
$163K - $169K
|
5.98K
$246K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.68K+ 21.02% |
$157K - $163K
|
27K
$1.11M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4K+ 4.7% |
$135K - $140K
|
89.1K
$3.67M
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.98K+ 3.71% |
$134K - $139K
|
111K
$4.58M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.87KNew |
$130K - $135K
|
3.87K
$159K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
3.72K+ 6.04% |
$125K - $130K
|
65.4K
$2.69M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.62K+ 19.7% |
$122K - $126K
|
22K
$906K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.32K+ 33.8% |
$112K - $116K
|
13.2K
$542K
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
3.3K+ 18.52% |
$111K - $115K
|
21.1K
$869K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.89K+ 11.58% |
$97.2K - $101K
|
27.8K
$1.15M
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
2.8K+ 33.65% |
$94.2K - $97.7K
|
11.1K
$458K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.61K+ 27.87% |
$87.8K - $91.1K
|
12K
$494K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.55K+ 18.47% |
$85.9K - $89K
|
16.4K
$674K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.5K+ 21.53% |
$84.1K - $87.2K
|
14.1K
$581K
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
2.03K+ 34.77% |
$68.4K - $70.9K
|
7.88K
$325K
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
1.66K+ 20.47% |
$56K - $58K
|
9.79K
$403K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.62K+ 32.46% |
$54.3K - $56.3K
|
6.59K
$271K
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.45K+ 15.0% |
$48.8K - $50.6K
|
11.1K
$458K
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.39K+ 1.95% |
$46.7K - $48.5K
|
72.5K
$2.99M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.26K+ 8.12% |
$42.3K - $43.8K
|
16.7K
$689K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.03KNew |
$34.5K - $35.8K
|
1.03K
$42.3K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.02K+ 7.03% |
$34.3K - $35.6K
|
15.5K
$639K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.02K+ 5.78% |
$34.2K - $35.5K
|
18.6K
$767K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
979+ 7.21% |
$32.9K - $34.1K
|
14.6K
$599K
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
925+ 11.86% |
$31.1K - $32.2K
|
8.73K
$359K
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
868+ 0.74% |
$29.2K - $30.3K
|
118K
$4.85M
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
764+ 10.68% |
$25.7K - $26.6K
|
7.92K
$326K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
690+ 57.5% |
$23.2K - $24.1K
|
1.89K
$77.8K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
651New |
$21.9K - $22.7K
|
651
$26.8K
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
615New |
$20.7K - $21.4K
|
615
$25.3K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
199New |
$6.69K - $6.94K
|
199
$8.19K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
190New |
$6.39K - $6.62K
|
190
$7.82K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
130+ 0.82% |
$4.37K - $4.53K
|
16K
$658K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
126+ 0.39% |
$4.24K - $4.39K
|
32.1K
$1.32M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
100New |
$3.36K - $3.49K
|
100
$4.12K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
60+ 0.31% |
$2.02K - $2.09K
|
19.7K
$811K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$33.6 - $34.9
|
35.1K
$1.45M
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-11- 0.04% |
$370 - $383
|
31.4K
$1.29M
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-30- 0.36% |
$1.01K - $1.05K
|
8.35K
$344K
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-120- 0.57% |
$4.04K - $4.18K
|
21K
$865K
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-163- 0.98% |
$5.48K - $5.68K
|
16.5K
$678K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-316- 33.83% |
$10.6K - $11K
|
618
$25.4K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-336- 11.28% |
$11.3K - $11.7K
|
2.64K
$109K
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-459- 0.54% |
$15.4K - $16K
|
85K
$3.5M
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-965- 6.65% |
$32.5K - $33.6K
|
13.6K
$558K
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.01K- 13.46% |
$33.8K - $35.1K
|
6.47K
$266K
|