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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.69K- 2.66% |
$77K - $83.3K
|
98.4K
$4.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.38K- 16.14% |
$96.7K - $105K
|
17.6K
$720K
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-5.99K- 12.92% |
$171K - $186K
|
40.4K
$1.66M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-6.22K- 35.5% |
$178K - $193K
|
11.3K
$463K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14.4K- 27.56% |
$411K - $445K
|
37.8K
$1.55M
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-17.7K- 44.09% |
$507K - $549K
|
22.5K
$921K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-21.2KClosed |
$606K - $656K
|
0
$0
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.3K- 42.21% |
$694K - $752K
|
33.2K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-26.1K- 1.09% |
$748K - $809K
|
2.37M
$97M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-38.3K- 18.1% |
$1.09M - $1.18M
|
173K
$7.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
SELL
|
- |
-86K- 29.94% |
$2.46M - $2.66M
|
201K
$8.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-164K- 97.95% |
$4.68M - $5.07M
|
3.42K
$140K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-355K- 23.41% |
$10.1M - $11M
|
1.16M
$47.5M
|