Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
750+ 2.4% |
$26.8K - $28.5K
|
32K
$1.28M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
703+ 1.47% |
$25.2K - $26.7K
|
48.4K
$1.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
551+ 2.98% |
$19.7K - $20.9K
|
19K
$762K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
550+ 6.22% |
$19.7K - $20.9K
|
9.39K
$376K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
529New |
$18.9K - $20.1K
|
529
$21.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
484+ 0.86% |
$17.3K - $18.4K
|
57K
$2.28M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
407+ 3.5% |
$14.6K - $15.5K
|
12K
$482K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
400+ 4.07% |
$14.3K - $15.2K
|
10.2K
$409K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
393+ 0.05% |
$14.1K - $14.9K
|
777K
$31.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
350+ 6.22% |
$12.5K - $13.3K
|
5.98K
$239K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
282New |
$10.1K - $10.7K
|
282
$11.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
241+ 1.16% |
$8.62K - $9.16K
|
21K
$838K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
233New |
$8.34K - $8.85K
|
233
$9.32K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
230+ 2.79% |
$8.23K - $8.74K
|
8.49K
$339K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
196+ 1.37% |
$7.01K - $7.45K
|
14.5K
$581K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
151+ 0.76% |
$5.4K - $5.74K
|
19.9K
$797K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
150+ 25.68% |
$5.37K - $5.7K
|
734
$29.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
140+ 0.43% |
$5.01K - $5.32K
|
32.4K
$1.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
130+ 0.02% |
$4.65K - $4.94K
|
603K
$24.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60New |
$2.15K - $2.28K
|
60
$2.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
50+ 0.16% |
$1.79K - $1.9K
|
31.2K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
24New |
$859 - $912
|
24
$960
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4- 0.03% |
$143 - $152
|
14.6K
$585K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-67- 0.12% |
$2.4K - $2.55K
|
54.7K
$2.19M
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-101- 0.43% |
$3.61K - $3.84K
|
23.5K
$938K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-104- 1.45% |
$3.72K - $3.95K
|
7.08K
$283K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-107- 1.06% |
$3.83K - $4.06K
|
9.98K
$399K
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
SELL
|
- |
-117- 0.14% |
$4.19K - $4.44K
|
81.1K
$3.24M
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-124- 1.93% |
$4.44K - $4.71K
|
6.29K
$251K
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-132- 0.23% |
$4.72K - $5.01K
|
56.7K
$2.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-142- 0.44% |
$5.08K - $5.39K
|
31.9K
$1.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-160- 1.17% |
$5.72K - $6.08K
|
13.6K
$543K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-305- 1.75% |
$10.9K - $11.6K
|
17.2K
$687K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-339- 2.05% |
$12.1K - $12.9K
|
16.2K
$646K
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-347- 5.51% |
$12.4K - $13.2K
|
5.95K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-348- 3.98% |
$12.5K - $13.2K
|
8.4K
$336K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-410- 0.48% |
$14.7K - $15.6K
|
84.2K
$3.37M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-614- 8.94% |
$22K - $23.3K
|
6.25K
$250K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-651- 2.84% |
$23.3K - $24.7K
|
22.2K
$889K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-878- 12.12% |
$31.4K - $33.4K
|
6.37K
$255K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-998- 2.26% |
$35.7K - $37.9K
|
43.2K
$1.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.02K- 1.15% |
$36.5K - $38.7K
|
87.5K
$3.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.27K- 3.34% |
$45.3K - $48.1K
|
36.6K
$1.46M
|
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.4K- 2.95% |
$50.1K - $53.2K
|
46K
$1.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.42K- 3.09% |
$50.6K - $53.8K
|
44.3K
$1.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.89K- 1.2% |
$67.5K - $71.7K
|
156K
$6.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.92K- 16.18% |
$68.7K - $72.9K
|
9.94K
$398K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.97K- 15.56% |
$70.6K - $75K
|
10.7K
$428K
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.03K- 2.09% |
$72.7K - $77.2K
|
95.3K
$3.81M
|