Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-2.73K- 30.07% |
$97K - $101K
|
6.35K
$255K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-2.92K- 19.76% |
$104K - $107K
|
11.9K
$476K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-3.17K- 12.23% |
$112K - $117K
|
22.7K
$911K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.16K- 36.15% |
$183K - $190K
|
9.12K
$366K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-9.81K- 49.97% |
$348K - $361K
|
9.82K
$394K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11.2K- 42.07% |
$397K - $412K
|
15.4K
$618K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-22.8K- 28.67% |
$810K - $840K
|
56.8K
$2.28M
|