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 |
---|---|---|---|---|---|---|---|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.18K+ 12.0% |
$82.7K - $88.4K
|
20.4K
$839K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.18K+ 16.43% |
$82.5K - $88.1K
|
15.4K
$635K
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
2.12K+ 7.63% |
$80.4K - $85.9K
|
29.9K
$1.23M
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.1K+ 3.49% |
$79.5K - $84.9K
|
62.3K
$2.56M
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.93K+ 2.33% |
$73.2K - $78.2K
|
84.9K
$3.5M
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1.93KNew |
$73.1K - $78.1K
|
1.93K
$79.5K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.9K+ 19.54% |
$72.1K - $77K
|
11.6K
$479K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.5K+ 439.88% |
$56.8K - $60.7K
|
1.84K
$75.8K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.46KNew |
$55.3K - $59.1K
|
1.46K
$60.1K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.34K+ 8.05% |
$50.9K - $54.4K
|
18K
$743K
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.3K+ 11.58% |
$49.4K - $52.8K
|
12.6K
$517K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.28K+ 7.53% |
$48.3K - $51.6K
|
18.2K
$750K
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.23K+ 4.79% |
$46.8K - $50K
|
27K
$1.11M
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1KNew |
$37.9K - $40.5K
|
1K
$41.2K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
910+ 17.88% |
$34.5K - $36.8K
|
6K
$247K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
703New |
$26.6K - $28.5K
|
703
$28.9K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
629+ 6.51% |
$23.8K - $25.5K
|
10.3K
$424K
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
619+ 4.54% |
$23.5K - $25.1K
|
14.3K
$587K
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
615New |
$23.3K - $24.9K
|
615
$25.3K
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
573+ 7.67% |
$21.7K - $23.2K
|
8.05K
$331K
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
564New |
$21.4K - $22.8K
|
564
$23.2K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
527+ 4.07% |
$20K - $21.3K
|
13.5K
$555K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
455+ 24.38% |
$17.2K - $18.4K
|
2.32K
$95.6K
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
413+ 3.69% |
$15.6K - $16.7K
|
11.6K
$478K
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
400New |
$15.2K - $16.2K
|
400
$16.5K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
353New |
$13.4K - $14.3K
|
353
$14.5K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
333+ 2.47% |
$12.6K - $13.5K
|
13.8K
$568K
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
310+ 2.52% |
$11.7K - $12.5K
|
12.6K
$519K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
204+ 0.26% |
$7.73K - $8.26K
|
77.8K
$3.2M
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
94New |
$3.56K - $3.81K
|
94
$3.87K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
87+ 0.04% |
$3.3K - $3.52K
|
203K
$8.36M
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
50New |
$1.89K - $2.02K
|
50
$2.06K
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
7+ 0.03% |
$265 - $283
|
23.1K
$951K
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-20- 0.34% |
$758 - $810
|
5.83K
$240K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-29- 0.04% |
$1.1K - $1.17K
|
77.9K
$3.21M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-32- 0.98% |
$1.21K - $1.3K
|
3.24K
$134K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-40- 0.67% |
$1.52K - $1.62K
|
5.89K
$243K
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-98- 0.73% |
$3.71K - $3.97K
|
13.3K
$548K
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-103- 0.46% |
$3.9K - $4.17K
|
22.3K
$919K
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-120- 0.62% |
$4.55K - $4.86K
|
19.3K
$794K
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-123- 1.73% |
$4.66K - $4.98K
|
6.98K
$287K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-129- 1.01% |
$4.89K - $5.22K
|
12.6K
$519K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-214- 1.73% |
$8.11K - $8.66K
|
12.2K
$502K
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-236- 0.57% |
$8.94K - $9.55K
|
40.9K
$1.68M
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-300- 1.59% |
$11.4K - $12.1K
|
18.6K
$765K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-327- 2.19% |
$12.4K - $13.2K
|
14.6K
$600K
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-328- 2.69% |
$12.4K - $13.3K
|
11.8K
$488K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-406- 0.97% |
$15.4K - $16.4K
|
41.6K
$1.71M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-509- 8.59% |
$19.3K - $20.6K
|
5.42K
$223K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-592- 7.18% |
$22.4K - $24K
|
7.66K
$315K
|