Purchases and Sales Made in Q3 2024 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 2024. 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, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
499KNew |
$18.9M - $20.2M
|
499K
$20.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
319KNew |
$12.1M - $12.9M
|
319K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
265K+ 272.67% |
$10M - $10.7M
|
362K
$14.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
219K+ 168.51% |
$8.31M - $8.88M
|
349K
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
190K+ 47.39% |
$7.2M - $7.69M
|
591K
$24.3M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
170K+ 62.55% |
$6.45M - $6.89M
|
442K
$18.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
156K+ 27.35% |
$5.91M - $6.32M
|
727K
$29.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
135KNew |
$5.1M - $5.45M
|
135K
$5.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
117K+ 499.22% |
$4.43M - $4.73M
|
140K
$5.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
113KNew |
$4.29M - $4.58M
|
113K
$4.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
112K+ 32.04% |
$4.25M - $4.54M
|
462K
$19M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
95KNew |
$3.6M - $3.85M
|
95K
$3.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
83.1K+ 30.37% |
$3.15M - $3.36M
|
357K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
79.7KNew |
$3.02M - $3.22M
|
79.7K
$3.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
79.6K+ 94.59% |
$3.01M - $3.22M
|
164K
$6.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
78.1K+ 90.68% |
$2.96M - $3.16M
|
164K
$6.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
70.3K+ 102.07% |
$2.66M - $2.85M
|
139K
$5.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
66.6K+ 35.62% |
$2.52M - $2.7M
|
254K
$10.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
56.5K+ 85.26% |
$2.14M - $2.29M
|
123K
$5.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
54.7K+ 5.88% |
$2.07M - $2.21M
|
984K
$40.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
52K+ 98.8% |
$1.97M - $2.1M
|
105K
$4.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48.6K+ 31.32% |
$1.84M - $1.97M
|
204K
$8.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
43.1K+ 107.38% |
$1.63M - $1.75M
|
83.3K
$3.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
42.5K+ 38.76% |
$1.61M - $1.72M
|
152K
$6.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
39.4K+ 120.42% |
$1.49M - $1.6M
|
72.2K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38.5KNew |
$1.46M - $1.56M
|
38.5K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37.2K+ 78.38% |
$1.41M - $1.5M
|
84.6K
$3.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
36.9K+ 75.16% |
$1.4M - $1.49M
|
85.9K
$3.54M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
36.8K+ 220.8% |
$1.4M - $1.49M
|
53.5K
$2.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
35.9K+ 128.18% |
$1.36M - $1.45M
|
64K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
34.2K+ 533.11% |
$1.3M - $1.39M
|
40.7K
$1.67M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
32.8K+ 246.27% |
$1.24M - $1.33M
|
46.2K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
31.6K+ 35.88% |
$1.2M - $1.28M
|
120K
$4.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
30.8K+ 25.2% |
$1.17M - $1.25M
|
153K
$6.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
30KNew |
$1.14M - $1.21M
|
30K
$1.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
28.3K+ 76.56% |
$1.07M - $1.14M
|
65.2K
$2.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.6K+ 5.28% |
$1.04M - $1.12M
|
549K
$22.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
27.1K+ 475.97% |
$1.03M - $1.1M
|
32.8K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26.6K+ 105.85% |
$1.01M - $1.08M
|
51.6K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
25.9KNew |
$981K - $1.05M
|
25.9K
$1.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
25.4K+ 41.0% |
$962K - $1.03M
|
87.3K
$3.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
23.7K+ 68.4% |
$897K - $958K
|
58.3K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23.4KNew |
$887K - $948K
|
23.4K
$964K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
20.8K+ 43.21% |
$789K - $843K
|
69K
$2.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Kearns & Associates LLC
|
BUY
|
- |
19.3K+ 300.54% |
$732K - $782K
|
25.8K
$1.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
18.4K+ 30.18% |
$696K - $744K
|
79.3K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
17.4KNew |
$659K - $704K
|
17.4K
$716K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.4K+ 4.27% |
$621K - $663K
|
400K
$16.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
14.9K+ 7.05% |
$566K - $604K
|
227K
$9.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.6KNew |
$553K - $591K
|
14.6K
$601K
|