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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-2.54K- 2.78% |
$90.9K - $96.5K
|
88.9K
$3.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-2.73K- 6.28% |
$97.6K - $104K
|
40.7K
$1.61M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.92K- 26.93% |
$104K - $111K
|
7.92K
$313K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-3.01K- 4.4% |
$108K - $114K
|
65.3K
$2.58M
|
|
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-3.16K- 21.48% |
$113K - $120K
|
11.5K
$456K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.31K- 6.44% |
$119K - $126K
|
48.1K
$1.9M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.34K- 2.33% |
$120K - $127K
|
140K
$5.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.53K- 21.24% |
$162K - $172K
|
16.8K
$663K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.61K- 13.8% |
$165K - $175K
|
28.8K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-4.96K- 23.72% |
$177K - $188K
|
16K
$630K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.55K- 4.65% |
$199K - $211K
|
114K
$4.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-6.17K- 16.65% |
$221K - $234K
|
30.9K
$1.22M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.4K- 6.69% |
$229K - $243K
|
89.3K
$3.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.01K- 30.44% |
$251K - $266K
|
16K
$633K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.86K- 68.81% |
$281K - $299K
|
3.57K
$141K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.6K- 6.55% |
$308K - $327K
|
123K
$4.85M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.64K- 13.25% |
$345K - $366K
|
63.1K
$2.49M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-10.6K- 8.74% |
$378K - $402K
|
110K
$4.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12K- 34.52% |
$428K - $455K
|
22.7K
$896K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-12.2K- 19.66% |
$436K - $463K
|
49.8K
$1.97M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.2K- 5.23% |
$545K - $579K
|
276K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-20.6KClosed |
$736K - $781K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-25.1K- 64.51% |
$898K - $954K
|
13.8K
$545K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-26.9K- 24.18% |
$964K - $1.02M
|
84.5K
$3.33M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-39K- 4.13% |
$1.4M - $1.48M
|
906K
$35.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-85.8K- 93.16% |
$3.07M - $3.26M
|
6.3K
$249K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-98.8K- 12.05% |
$3.53M - $3.75M
|
721K
$28.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-106K- 41.66% |
$3.78M - $4.01M
|
148K
$5.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-222K- 10.92% |
$7.95M - $8.45M
|
1.81M
$71.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.22M- 94.67% |
$43.5M - $46.2M
|
68.5K
$2.71M
|