Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
78.7K+ 509.14% |
$2.52M - $2.66M
|
94.1K
$3.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
63.6K+ 11.86% |
$2.03M - $2.15M
|
599K
$24M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
59KNew |
$1.89M - $1.99M
|
59K
$2.36M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
45.5K+ 422.03% |
$1.46M - $1.54M
|
56.3K
$2.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
41K+ 1025.6% |
$1.31M - $1.39M
|
45K
$1.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
33.8KNew |
$1.08M - $1.14M
|
33.8K
$1.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.7KNew |
$950K - $1M
|
29.7K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17.1K+ 20.09% |
$546K - $576K
|
102K
$4.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.3K+ 1085.2% |
$521K - $550K
|
17.8K
$711K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.53KNew |
$305K - $322K
|
9.53K
$381K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.35K+ 106.43% |
$299K - $316K
|
18.1K
$726K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
9.03KNew |
$289K - $305K
|
9.03K
$361K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.87K+ 14.33% |
$220K - $232K
|
54.8K
$2.19M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
6.09K+ 8.72% |
$195K - $206K
|
75.9K
$3.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.64K+ 1.73% |
$180K - $190K
|
332K
$13.3M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
5.08K+ 4.25% |
$163K - $172K
|
125K
$4.99M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5.08K+ 4.25% |
$163K - $172K
|
125K
$4.99M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.55K+ 6.98% |
$146K - $154K
|
69.8K
$2.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
3.72KNew |
$119K - $126K
|
3.72K
$149K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.15K+ 1.63% |
$101K - $106K
|
196K
$7.85M
|
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.17K+ 26.74% |
$69.3K - $73.1K
|
10.3K
$410K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.15K+ 8.83% |
$68.8K - $72.6K
|
26.5K
$1.06M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.11KNew |
$67.4K - $71.2K
|
2.11K
$84.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.68K+ 23.46% |
$53.7K - $56.7K
|
8.83K
$353K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.2K+ 18.4% |
$38.2K - $40.4K
|
7.69K
$307K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
997+ 7.51% |
$31.9K - $33.7K
|
14.3K
$571K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
800+ 1.59% |
$25.6K - $27K
|
51.1K
$2.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
785+ 4.14% |
$25.1K - $26.5K
|
19.8K
$790K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
537+ 3.32% |
$17.2K - $18.1K
|
16.7K
$668K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
345New |
$11K - $11.7K
|
345
$13.8K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
300+ 4.17% |
$9.6K - $10.1K
|
7.5K
$300K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
125+ 1.36% |
$4K - $4.22K
|
9.29K
$372K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
32New |
$1.02K - $1.08K
|
32
$1.28K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10+ 0.04% |
$320 - $338
|
25.5K
$1.02M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-33- 0.24% |
$1.06K - $1.11K
|
13.9K
$557K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-140- 0.25% |
$4.48K - $4.73K
|
56.1K
$2.24M
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-150- 0.65% |
$4.8K - $5.07K
|
22.9K
$915K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-155- 1.68% |
$4.96K - $5.23K
|
9.09K
$363K
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-180- 1.21% |
$5.76K - $6.08K
|
14.7K
$588K
|
|
|
Aug 14, 2023
Q2 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-265- 3.91% |
$8.48K - $8.95K
|
6.51K
$260K
|
|
|
Aug 10, 2023
Q2 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-310- 0.76% |
$9.92K - $10.5K
|
40.2K
$1.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-344- 0.67% |
$11K - $11.6K
|
51K
$2.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-344- 1.64% |
$11K - $11.6K
|
20.6K
$825K
|
|
|
Jul 19, 2023
Q2 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-352- 1.97% |
$11.3K - $11.9K
|
17.5K
$700K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-401- 0.27% |
$12.8K - $13.5K
|
148K
$5.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-503- 3.3% |
$16.1K - $17K
|
14.7K
$590K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-826- 1.55% |
$26.4K - $27.9K
|
52.4K
$2.09M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-856- 3.47% |
$27.4K - $28.9K
|
23.8K
$952K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1K- 9.84% |
$32K - $33.8K
|
9.16K
$366K
|