Purchases and Sales Made in Q1 2023 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 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 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
13.3KNew |
$407K - $427K
|
13.3K
$531K
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
13KNew |
$398K - $418K
|
13K
$520K
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
12.8KNew |
$392K - $412K
|
12.8K
$512K
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
12KNew |
$367K - $385K
|
12K
$479K
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
11.9K+ 17.51% |
$366K - $384K
|
80.1K
$3.2M
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.6KNew |
$356K - $374K
|
11.6K
$465K
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
11.1KNew |
$341K - $358K
|
11.1K
$445K
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
11.1K+ 16.21% |
$340K - $357K
|
79.5K
$3.18M
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
10.8KNew |
$332K - $349K
|
10.8K
$434K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.7K+ 26.9% |
$327K - $343K
|
50.3K
$2.01M
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
BUY
|
- |
10.1KNew |
$311K - $326K
|
10.1K
$406K
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
10.1KNew |
$310K - $325K
|
10.1K
$404K
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
9.88KNew |
$303K - $318K
|
9.88K
$395K
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
9.6KNew |
$294K - $309K
|
9.6K
$384K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.24KNew |
$283K - $297K
|
9.24K
$370K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.17KNew |
$281K - $295K
|
9.17K
$367K
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
9.06KNew |
$278K - $291K
|
9.06K
$362K
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
8.1KNew |
$248K - $260K
|
8.1K
$324K
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.91KNew |
$242K - $255K
|
7.91K
$316K
|
|
Apr 19, 2023
Q1 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
7.77KNew |
$238K - $250K
|
7.77K
$311K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
7.47K+ 5.35% |
$229K - $240K
|
147K
$5.88M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.23K+ 4.26% |
$221K - $232K
|
177K
$7.08M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7.2KNew |
$221K - $232K
|
7.2K
$288K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.15KNew |
$219K - $230K
|
7.15K
$286K
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.08KNew |
$217K - $228K
|
7.08K
$283K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.54KNew |
$200K - $210K
|
6.54K
$262K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.49KNew |
$199K - $209K
|
6.49K
$260K
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.45KNew |
$198K - $207K
|
6.45K
$258K
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
6.35KNew |
$195K - $204K
|
6.35K
$254K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
6.2K+ 68900.0% |
$190K - $199K
|
6.21K
$248K
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.31K+ 48.27% |
$163K - $171K
|
16.3K
$652K
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.2K+ 27.14% |
$159K - $167K
|
24.4K
$974K
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
BUY
|
- |
5.2K+ 53.62% |
$159K - $167K
|
14.9K
$595K
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5.12K+ 119.07% |
$157K - $165K
|
9.42K
$377K
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4KNew |
$123K - $129K
|
4K
$160K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.49KNew |
$107K - $112K
|
3.49K
$139K
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.19KNew |
$97.7K - $103K
|
3.19K
$128K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.14KNew |
$96.3K - $101K
|
3.14K
$126K
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.51K+ 30.39% |
$77K - $80.9K
|
10.8K
$431K
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.85K+ 13.77% |
$56.5K - $59.4K
|
15.2K
$610K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.27K+ 14.32% |
$39K - $41K
|
10.2K
$406K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.12K+ 8.72% |
$34.4K - $36.1K
|
14K
$559K
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
978+ 4.23% |
$30K - $31.5K
|
24.1K
$963K
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
565New |
$17.3K - $18.2K
|
565
$22.6K
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
325+ 0.96% |
$9.96K - $10.5K
|
34.2K
$1.37M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
300New |
$9.19K - $9.65K
|
300
$12K
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
200+ 16.26% |
$6.13K - $6.43K
|
1.43K
$57.2K
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
159New |
$4.87K - $5.12K
|
159
$6.36K
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
157+ 1.33% |
$4.81K - $5.05K
|
12K
$478K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
100New |
$3.06K - $3.22K
|
100
$4K
|