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 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.1KNew |
$88.6K - $95.9K
|
3.1K
$127K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.49KNew |
$71.1K - $77K
|
2.49K
$102K
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.16K+ 3.32% |
$61.8K - $66.9K
|
67.3K
$2.76M
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2K+ 35.09% |
$57.2K - $61.9K
|
7.7K
$316K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.68K+ 11.29% |
$48.1K - $52.1K
|
16.6K
$679K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1.49KNew |
$42.6K - $46.1K
|
1.49K
$61K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.45K+ 7.31% |
$41.4K - $44.8K
|
21.2K
$871K
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.42K+ 0.83% |
$40.6K - $44K
|
173K
$7.09M
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.31K+ 2.38% |
$37.6K - $40.7K
|
56.4K
$2.31M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
933+ 1.57% |
$26.7K - $28.9K
|
60.4K
$2.47M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
841+ 1.03% |
$24.1K - $26K
|
82.3K
$3.37M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
799+ 100.0% |
$22.9K - $24.7K
|
1.6K
$65.5K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
678New |
$19.4K - $21K
|
678
$27.8K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
640New |
$18.3K - $19.8K
|
640
$26.2K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
440New |
$12.6K - $13.6K
|
440
$18K
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
330+ 0.85% |
$9.44K - $10.2K
|
39.2K
$1.61M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
156+ 1.02% |
$4.46K - $4.83K
|
15.4K
$631K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
100+ 0.19% |
$2.86K - $3.1K
|
51.8K
$2.12M
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
16New |
$458 - $496
|
16
$656
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 0.0% |
$28.6 - $31
|
304K
$12.5M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2- 0.02% |
$57.2 - $61.9
|
9.78K
$401K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-8- 0.05% |
$229 - $248
|
16.9K
$692K
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-33- 0.2% |
$944 - $1.02K
|
16.7K
$684K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-79- 1.08% |
$2.26K - $2.45K
|
7.23K
$296K
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-100- 0.66% |
$2.86K - $3.1K
|
15.1K
$620K
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-119- 0.02% |
$3.4K - $3.69K
|
722K
$29.6M
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-203- 0.24% |
$5.81K - $6.29K
|
85.3K
$3.5M
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-251- 1.71% |
$7.18K - $7.77K
|
14.5K
$593K
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-275- 2.1% |
$7.87K - $8.52K
|
12.8K
$524K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-286- 2.23% |
$8.18K - $8.86K
|
12.5K
$513K
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-340- 1.07% |
$9.73K - $10.5K
|
31.5K
$1.29M
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-525- 0.94% |
$15K - $16.3K
|
55.2K
$2.26M
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-706- 4.27% |
$20.2K - $21.9K
|
15.8K
$650K
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-780- 3.28% |
$22.3K - $24.2K
|
23K
$941K
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-815- 0.47% |
$23.3K - $25.2K
|
174K
$7.14M
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.01K- 4.07% |
$29K - $31.4K
|
23.9K
$979K
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-1.11K- 3.36% |
$31.8K - $34.4K
|
31.9K
$1.31M
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 0.36% |
$33.3K - $36K
|
324K
$13.3M
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.17K- 1.55% |
$33.3K - $36.1K
|
73.9K
$3.03M
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.18K- 1.31% |
$33.8K - $36.6K
|
89.1K
$3.65M
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.19K- 14.87% |
$34.1K - $36.9K
|
6.82K
$280K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.22K- 2.06% |
$34.8K - $37.7K
|
57.8K
$2.37M
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.26K- 5.83% |
$35.9K - $38.9K
|
20.3K
$831K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.48K- 4.05% |
$42.3K - $45.8K
|
35K
$1.44M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.64K- 2.6% |
$47K - $50.9K
|
61.6K
$2.52M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.66K- 13.11% |
$47.6K - $51.5K
|
11K
$452K
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-1.69K- 48.78% |
$48.2K - $52.2K
|
1.77K
$72.5K
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-2.15K- 5.05% |
$61.6K - $66.7K
|
40.5K
$1.66M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.55K- 9.79% |
$73.1K - $79.1K
|
23.5K
$964K
|