Purchases and Sales Made in Q1 2023 in Innovator U.S. Equity Power Bu (PJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUN) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
383KNew |
$11.3M - $11.9M
|
383K
$14.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
237KNew |
$7.01M - $7.37M
|
237K
$8.91M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
78.4K+ 766.82% |
$2.32M - $2.44M
|
88.6K
$3.34M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
71.5K+ 15.0% |
$2.12M - $2.23M
|
549K
$20.7M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
28.3KNew |
$839K - $882K
|
28.3K
$1.07M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
28K+ 30.32% |
$831K - $873K
|
121K
$4.54M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
20.6K+ 239.73% |
$610K - $641K
|
29.2K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20.2KNew |
$600K - $630K
|
20.2K
$762K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.1K+ 28.26% |
$447K - $470K
|
68.5K
$2.58M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.8K+ 109.21% |
$380K - $399K
|
24.5K
$924K
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
12KNew |
$355K - $374K
|
12K
$452K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
10.6K+ 9.86% |
$313K - $329K
|
118K
$4.44M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.68KNew |
$287K - $301K
|
9.68K
$365K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8.98KNew |
$266K - $279K
|
8.98K
$338K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.7K+ 12.82% |
$258K - $271K
|
76.5K
$2.88M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
8.5K+ 108.25% |
$252K - $265K
|
16.3K
$616K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.27KNew |
$245K - $257K
|
8.27K
$311K
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
7.99KNew |
$237K - $249K
|
7.99K
$301K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.5KNew |
$193K - $202K
|
6.5K
$245K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.66K+ 1.67% |
$168K - $176K
|
344K
$13M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.59K+ 32.33% |
$106K - $112K
|
14.7K
$553K
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3K+ 23.81% |
$88.9K - $93.4K
|
15.6K
$587K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.5K+ 5.75% |
$74.1K - $77.8K
|
46K
$1.73M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2KNew |
$59.2K - $62.3K
|
2K
$75.3K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1.73K+ 10.7% |
$51.1K - $53.7K
|
17.9K
$672K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.59K+ 8.95% |
$46.9K - $49.3K
|
19.3K
$726K
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.5K+ 16.67% |
$44.4K - $46.7K
|
10.5K
$395K
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.44K+ 15.58% |
$42.8K - $45K
|
10.7K
$404K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.3K+ 177.53% |
$38.4K - $40.3K
|
2.03K
$76.3K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.02K+ 1.3% |
$30.2K - $31.7K
|
79.4K
$2.99M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
950+ 1.25% |
$28.1K - $29.6K
|
77K
$2.9M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
672+ 2.3% |
$19.9K - $20.9K
|
29.9K
$1.12M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
529+ 3526.67% |
$15.7K - $16.5K
|
544
$20.5K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
361New |
$10.7K - $11.2K
|
361
$13.6K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
330New |
$9.77K - $10.3K
|
330
$12.4K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
267+ 3.07% |
$7.91K - $8.31K
|
8.98K
$338K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
175+ 1.52% |
$5.18K - $5.45K
|
11.7K
$441K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
100+ 1.39% |
$2.96K - $3.11K
|
7.29K
$275K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15+ 0.2% |
$444 - $467
|
7.35K
$277K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-100- 0.24% |
$2.96K - $3.11K
|
42.4K
$1.6M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-107- 0.79% |
$3.17K - $3.33K
|
13.4K
$503K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-175- 1.49% |
$5.18K - $5.45K
|
11.5K
$434K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-216- 1.05% |
$6.4K - $6.72K
|
20.4K
$769K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-259- 1.85% |
$7.67K - $8.06K
|
13.8K
$519K
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-327- 1.69% |
$9.69K - $10.2K
|
19.1K
$718K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-427- 0.6% |
$12.6K - $13.3K
|
70.4K
$2.65M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-435- 4.18% |
$12.9K - $13.5K
|
9.98K
$376K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-473- 1.37% |
$14K - $14.7K
|
34.1K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-531- 0.9% |
$15.7K - $16.5K
|
58.4K
$2.2M
|