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 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.48K- 74.6% |
$49.8K - $51.6K
|
504
$20.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-1.51K- 75.25% |
$50.6K - $52.5K
|
495
$20.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.71K- 13.91% |
$57.3K - $59.4K
|
10.6K
$433K
|
|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
SELL
|
- |
-1.96K- 23.59% |
$66K - $68.4K
|
6.36K
$261K
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.92K- 20.76% |
$98.2K - $102K
|
11.1K
$457K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.58K- 16.65% |
$221K - $229K
|
32.9K
$1.35M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-7.5K- 39.22% |
$252K - $262K
|
11.6K
$477K
|
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-18.3K- 53.32% |
$616K - $638K
|
16K
$657K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-21.1K- 13.88% |
$708K - $734K
|
131K
$5.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.5K- 63.02% |
$758K - $786K
|
13.2K
$542K
|
|
|
Oct 17, 2023
Q3 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-22.6K- 33.51% |
$758K - $786K
|
44.8K
$1.83M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-41K- 40.9% |
$1.38M - $1.43M
|
59.2K
$2.43M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-78.4K- 80.79% |
$2.64M - $2.73M
|
18.6K
$764K
|