Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
527KNew |
$15.1M - $16.3M
|
527K
$21.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
452KNew |
$12.9M - $14M
|
452K
$18.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
295K+ 376.66% |
$8.45M - $9.14M
|
374K
$15.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
295K+ 82.29% |
$8.44M - $9.14M
|
654K
$26.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
154KNew |
$4.39M - $4.76M
|
154K
$6.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
116KNew |
$3.32M - $3.59M
|
116K
$4.75M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
84.2K+ 812.3% |
$2.41M - $2.61M
|
94.5K
$3.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
68.8K+ 18.88% |
$1.97M - $2.13M
|
433K
$17.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
62.5KNew |
$1.79M - $1.94M
|
62.5K
$2.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
61.5K+ 14.96% |
$1.76M - $1.91M
|
473K
$19.4M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
50.1K+ 2505.0% |
$1.43M - $1.55M
|
52.1K
$2.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
46.1K+ 107.59% |
$1.32M - $1.43M
|
88.9K
$3.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
41K+ 35.56% |
$1.17M - $1.27M
|
156K
$6.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
36.6KNew |
$1.05M - $1.13M
|
36.6K
$1.5M
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
34.9KNew |
$997K - $1.08M
|
34.9K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26K+ 358.44% |
$743K - $804K
|
33.2K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
25.8K+ 61.78% |
$739K - $800K
|
67.7K
$2.77M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
22.5K+ 6923.08% |
$644K - $697K
|
22.8K
$936K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
15.7KNew |
$450K - $488K
|
15.7K
$645K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.3KNew |
$380K - $412K
|
13.3K
$545K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
11.7K+ 105.75% |
$335K - $362K
|
22.8K
$933K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.2KNew |
$291K - $315K
|
10.2K
$416K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.55K+ 39.49% |
$273K - $296K
|
33.7K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.29K+ 26.44% |
$266K - $288K
|
44.4K
$1.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.81K+ 8.56% |
$252K - $273K
|
112K
$4.58M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
8.79KNew |
$251K - $272K
|
8.79K
$360K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.66KNew |
$248K - $268K
|
8.66K
$355K
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
8.55KNew |
$245K - $265K
|
8.55K
$350K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.34KNew |
$239K - $258K
|
8.34K
$342K
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
8.25K+ 31.0% |
$236K - $256K
|
34.9K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
7.66KNew |
$219K - $237K
|
7.66K
$314K
|
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
7.57KNew |
$216K - $234K
|
7.57K
$310K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.18K+ 8.87% |
$205K - $222K
|
88.1K
$3.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
7.17KNew |
$205K - $222K
|
7.17K
$294K
|
|
|
Jan 31, 2023
Q4 2022
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
7.16KNew |
$205K - $222K
|
7.16K
$293K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.7K+ 14.4% |
$192K - $208K
|
53.3K
$2.18M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.7KNew |
$192K - $207K
|
6.7K
$275K
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6.67KNew |
$191K - $207K
|
6.67K
$274K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
6.64KNew |
$190K - $206K
|
6.64K
$272K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.62K+ 10.34% |
$189K - $205K
|
70.6K
$2.89M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.59K+ 26.72% |
$188K - $204K
|
31.2K
$1.28M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.03K+ 79.38% |
$173K - $187K
|
13.6K
$559K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.71K+ 18.07% |
$163K - $177K
|
37.3K
$1.53M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
5.09K+ 5.43% |
$146K - $158K
|
98.7K
$4.05M
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
4.75K+ 30.51% |
$136K - $147K
|
20.3K
$833K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
4.37K+ 26.54% |
$125K - $135K
|
20.8K
$854K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.36K+ 44.56% |
$125K - $135K
|
14.1K
$580K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
4.32K+ 92.68% |
$124K - $134K
|
8.98K
$368K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3.65K+ 45.79% |
$104K - $113K
|
11.6K
$476K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.53K+ 2.95% |
$101K - $109K
|
123K
$5.04M
|