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 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-763- 2.76% |
$28.9K - $30.9K
|
26.9K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-839- 14.02% |
$31.8K - $34K
|
5.14K
$212K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-875- 4.44% |
$33.2K - $35.4K
|
18.9K
$776K
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-901- 1.48% |
$34.1K - $36.5K
|
59.8K
$2.46M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.16K- 3.92% |
$44K - $47K
|
28.5K
$1.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.46K- 10.34% |
$55.4K - $59.2K
|
12.7K
$522K
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.65K- 2.6% |
$62.6K - $66.8K
|
61.9K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.79K- 18.78% |
$67.9K - $72.5K
|
7.75K
$319K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.9K- 1.23% |
$71.9K - $76.8K
|
152K
$6.27M
|
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-1.99K- 5.7% |
$75.6K - $80.7K
|
33K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.5K- 38.53% |
$94.7K - $101K
|
3.99K
$164K
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3K- 26.32% |
$114K - $121K
|
8.4K
$346K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.37K- 5.16% |
$128K - $137K
|
62K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-4.14K- 13.5% |
$157K - $167K
|
26.5K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-4.37K- 28.41% |
$166K - $177K
|
11K
$454K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-5.43K- 4.31% |
$206K - $220K
|
121K
$4.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-7.81K- 0.21% |
$296K - $316K
|
3.75M
$154M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-7.9K- 26.43% |
$299K - $320K
|
22K
$905K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8.7K- 13.16% |
$330K - $352K
|
57.4K
$2.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.84K- 35.88% |
$335K - $358K
|
15.8K
$651K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-10.6K- 3.97% |
$401K - $429K
|
256K
$10.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-11K- 11.95% |
$415K - $444K
|
80.7K
$3.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-17.8K- 16.67% |
$676K - $722K
|
89.1K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-26.6K- 10.21% |
$1.01M - $1.08M
|
234K
$9.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-31.9K- 3.99% |
$1.21M - $1.29M
|
767K
$31.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-37.6K- 87.05% |
$1.42M - $1.52M
|
5.59K
$230K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-53.8K- 28.58% |
$2.04M - $2.18M
|
135K
$5.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-74.6K- 56.76% |
$2.83M - $3.02M
|
56.9K
$2.34M
|