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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.02K- 1.16% |
$32.7K - $34.5K
|
87.1K
$3.49M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.21K- 1.88% |
$38.8K - $41K
|
63.4K
$2.54M
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.27K- 15.74% |
$40.7K - $42.9K
|
6.8K
$273K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-1.58K- 13.16% |
$50.4K - $53.2K
|
10.4K
$417K
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-2.13K- 6.88% |
$68.1K - $71.8K
|
28.8K
$1.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.18K- 1.72% |
$69.8K - $73.7K
|
125K
$5M
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2.35K- 9.74% |
$75.2K - $79.4K
|
21.8K
$874K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-2.42K- 3.44% |
$77.3K - $81.6K
|
67.7K
$2.72M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.01K- 1.95% |
$96.4K - $102K
|
152K
$6.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.04K- 21.74% |
$97.3K - $103K
|
10.9K
$439K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.17K- 21.88% |
$102K - $107K
|
11.3K
$454K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3.18K- 13.21% |
$102K - $107K
|
20.9K
$839K
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3.62K- 3.61% |
$116K - $122K
|
96.5K
$3.87M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.69K- 2.08% |
$118K - $125K
|
173K
$6.95M
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-3.76K- 37.07% |
$120K - $127K
|
6.38K
$256K
|
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-3.8K- 29.25% |
$122K - $128K
|
9.2K
$369K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.84K- 15.59% |
$123K - $130K
|
20.8K
$834K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-4.55K- 5.72% |
$146K - $154K
|
75K
$3.01M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-4.72K- 0.61% |
$151K - $159K
|
770K
$30.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.12K- 38.72% |
$164K - $173K
|
8.11K
$325K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-6.13K- 4.17% |
$196K - $207K
|
141K
$5.65M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-6.95K- 39.09% |
$222K - $235K
|
10.8K
$434K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-6.97K- 20.37% |
$223K - $235K
|
27.2K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-7.13K- 17.81% |
$228K - $241K
|
32.9K
$1.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.75K- 11.21% |
$280K - $295K
|
69.3K
$2.78M
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
SELL
|
- |
-8.78K- 10.97% |
$281K - $297K
|
71.3K
$2.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-13.6K- 8.22% |
$434K - $458K
|
151K
$6.08M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-14.7K- 19.75% |
$471K - $497K
|
59.8K
$2.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-16.9K- 0.67% |
$540K - $570K
|
2.49M
$100M
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-18.1K- 40.78% |
$580K - $612K
|
26.3K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-30.4K- 16.28% |
$972K - $1.03M
|
156K
$6.27M
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
SELL
|
- |
-32.8K- 80.52% |
$1.05M - $1.11M
|
7.93K
$318K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-40.4K- 8.76% |
$1.29M - $1.36M
|
421K
$16.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46.4K- 9.06% |
$1.49M - $1.57M
|
466K
$18.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-46.5K- 27.28% |
$1.49M - $1.57M
|
124K
$4.97M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-144K- 36.58% |
$4.6M - $4.85M
|
249K
$9.99M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-257K- 70.77% |
$8.24M - $8.69M
|
106K
$4.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-288K- 89.38% |
$9.21M - $9.72M
|
34.2K
$1.37M
|