Purchases and Sales Made in Q1 2021 in Innovator U.S. Equity Power Bu (PMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PMAR) during Q1 2021. 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 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
356K+ 1426.12% |
$10.1M - $10.5M
|
381K
$14.9M
|
|
Apr 14, 2021
Q1 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
111KNew |
$3.15M - $3.27M
|
111K
$4.33M
|
|
Apr 15, 2021
Q1 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
97K+ 1012.8% |
$2.75M - $2.86M
|
107K
$4.17M
|
|
May 12, 2021
Q1 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
88.8K+ 52.76% |
$2.52M - $2.62M
|
257K
$10.1M
|
|
May 06, 2021
Q1 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
80KNew |
$2.27M - $2.36M
|
80K
$3.13M
|
|
May 18, 2021
Q1 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
70.6KNew |
$2.01M - $2.09M
|
70.6K
$2.76M
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
70.2K+ 269.74% |
$1.99M - $2.07M
|
96.2K
$3.76M
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
64.3KNew |
$1.82M - $1.9M
|
64.3K
$2.51M
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
63.4KNew |
$1.8M - $1.87M
|
63.4K
$2.48M
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
58.5KNew |
$1.66M - $1.73M
|
58.5K
$2.29M
|
|
Apr 28, 2021
Q1 2021
|
Bcs Wealth Management
|
BUY
|
- |
56.7KNew |
$1.61M - $1.67M
|
56.7K
$2.22M
|
|
May 17, 2021
Q1 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
56.2KNew |
$1.6M - $1.66M
|
56.2K
$2.2M
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
54.2K+ 45.39% |
$1.54M - $1.6M
|
174K
$6.79M
|
|
Apr 27, 2021
Q1 2021
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
49KNew |
$1.39M - $1.45M
|
49K
$1.92M
|
|
May 13, 2021
Q1 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
48.1K+ 47.62% |
$1.37M - $1.42M
|
149K
$5.83M
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
35.6KNew |
$1.01M - $1.05M
|
35.6K
$1.39M
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
34.6KNew |
$981K - $1.02M
|
34.6K
$1.35M
|
|
Apr 30, 2021
Q1 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
29.7KNew |
$842K - $876K
|
29.7K
$1.16M
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
BUY
|
- |
24K+ 245.89% |
$680K - $707K
|
33.7K
$1.32M
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.7KNew |
$645K - $671K
|
22.7K
$888K
|
|
May 12, 2021
Q1 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
20.2KNew |
$573K - $596K
|
20.2K
$789K
|
|
May 14, 2021
Q1 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
15.2KNew |
$432K - $450K
|
15.2K
$595K
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.8K+ 15.45% |
$393K - $409K
|
103K
$4.04M
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
13.8K+ 2600.19% |
$392K - $408K
|
14.3K
$560K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.3K+ 2449.17% |
$379K - $394K
|
13.9K
$543K
|
|
May 18, 2021
Q1 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
12KNew |
$339K - $353K
|
12K
$467K
|
|
May 12, 2021
Q1 2021
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11.8KNew |
$335K - $349K
|
11.8K
$462K
|
|
Apr 29, 2021
Q1 2021
|
Caprock Group, Inc.
|
BUY
|
- |
10.5KNew |
$297K - $309K
|
10.5K
$408K
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.1KNew |
$287K - $299K
|
10.1K
$395K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.1KNew |
$287K - $298K
|
10.1K
$395K
|
|
Jul 08, 2021
Q1 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
9.9KNew |
$281K - $292K
|
9.9K
$387K
|
|
May 14, 2021
Q1 2021
|
Orion Capital Management LLC
|
BUY
|
- |
9.19KNew |
$261K - $271K
|
9.19K
$359K
|
|
May 13, 2021
Q1 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
8.98KNew |
$255K - $265K
|
8.98K
$351K
|
|
Aug 10, 2021
Q1 2021
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
8.6KNew |
$244K - $254K
|
8.6K
$336K
|
|
May 04, 2021
Q1 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.41KNew |
$239K - $248K
|
8.41K
$329K
|
|
Apr 28, 2021
Q1 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.75KNew |
$220K - $229K
|
7.75K
$303K
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.27KNew |
$206K - $215K
|
7.27K
$284K
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
6.89K+ 688.8% |
$196K - $203K
|
7.89K
$308K
|
|
May 05, 2021
Q1 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5.39K+ 32.66% |
$153K - $159K
|
21.9K
$856K
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
5.35K+ 61.3% |
$152K - $158K
|
14.1K
$551K
|
|
Nov 07, 2023
Q1 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
4.82K+ 683.69% |
$137K - $142K
|
5.53K
$216K
|
|
Apr 21, 2021
Q1 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
4.17K+ 41.39% |
$118K - $123K
|
14.2K
$557K
|
|
Apr 23, 2021
Q1 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.09KNew |
$116K - $121K
|
4.09K
$160K
|
|
Apr 19, 2021
Q1 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.58KNew |
$44.9K - $46.7K
|
1.58K
$61.8K
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.5KNew |
$42.6K - $44.3K
|
1.5K
$58.6K
|
|
May 14, 2021
Q1 2021
|
Covington Capital Management
|
BUY
|
- |
1.25KNew |
$35.5K - $36.9K
|
1.25K
$48.9K
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
BUY
|
- |
1KNew |
$28.4K - $29.5K
|
1K
$39.1K
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
634+ 8.71% |
$18K - $18.7K
|
7.92K
$309K
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
545New |
$15.5K - $16.1K
|
545
$21.3K
|
|
May 03, 2021
Q1 2021
|
Manchester Financial Inc
|
BUY
|
- |
200New |
$5.68K - $5.91K
|
200
$7.82K
|