Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.87K+ 37.01% |
$327K - $348K
|
32.8K
$1.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.23K+ 87.98% |
$230K - $245K
|
13.3K
$526K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.03K+ 0.88% |
$37.9K - $40.3K
|
117K
$4.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
571+ 1.78% |
$21.1K - $22.4K
|
32.6K
$1.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
477+ 2.39% |
$17.6K - $18.7K
|
20.4K
$805K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
300+ 4.77% |
$11.1K - $11.8K
|
6.59K
$260K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
141+ 1.33% |
$5.2K - $5.53K
|
10.7K
$423K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
12+ 0.13% |
$443 - $471
|
9.41K
$371K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-11- 0.05% |
$406 - $432
|
21K
$827K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-30- 0.48% |
$1.11K - $1.18K
|
6.22K
$246K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-35- 0.06% |
$1.29K - $1.37K
|
54.7K
$2.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-316- 0.94% |
$11.7K - $12.4K
|
33.3K
$1.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-383- 1.08% |
$14.1K - $15K
|
35K
$1.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-415- 3.88% |
$15.3K - $16.3K
|
10.3K
$406K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-500- 15.15% |
$18.4K - $19.6K
|
2.8K
$111K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-597- 1.38% |
$22K - $23.4K
|
42.6K
$1.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-843- 30.98% |
$31.1K - $33.1K
|
1.88K
$74.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-880- 1.55% |
$32.5K - $34.5K
|
55.8K
$2.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-897- 3.37% |
$33.1K - $35.2K
|
25.7K
$1.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-945- 8.79% |
$34.9K - $37.1K
|
9.81K
$387K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-1.03K- 4.77% |
$38K - $40.4K
|
20.5K
$811K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.35K- 4.97% |
$49.8K - $53K
|
25.8K
$1.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1.39K- 3.41% |
$51.2K - $54.5K
|
39.3K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.9K- 1.68% |
$70.2K - $74.7K
|
111K
$4.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.15K- 8.33% |
$79.4K - $84.5K
|
23.7K
$935K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.5K- 5.01% |
$92K - $97.9K
|
47.3K
$1.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.63K- 76.64% |
$96.8K - $103K
|
800
$31.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-2.75K- 16.5% |
$102K - $108K
|
13.9K
$550K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.81K- 4.93% |
$104K - $110K
|
54.2K
$2.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.88K- 7.35% |
$106K - $113K
|
36.3K
$1.43M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-2.95K- 4.52% |
$109K - $116K
|
62.3K
$2.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.71K- 17.84% |
$137K - $146K
|
17.1K
$675K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.33K- 10.53% |
$160K - $170K
|
36.8K
$1.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-4.56K- 4.79% |
$168K - $179K
|
90.8K
$3.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-5.18K- 37.53% |
$191K - $203K
|
8.63K
$341K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-5.32K- 6.55% |
$196K - $209K
|
75.8K
$2.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.75K- 3.01% |
$212K - $225K
|
185K
$7.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-5.8K- 24.73% |
$214K - $228K
|
17.7K
$697K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-7.47K- 25.51% |
$275K - $293K
|
21.8K
$861K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.7K- 12.2% |
$284K - $302K
|
55.4K
$2.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-11.4K- 21.32% |
$422K - $449K
|
42.2K
$1.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-13.7K- 10.13% |
$506K - $538K
|
122K
$4.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-15.9K- 2.05% |
$588K - $625K
|
761K
$30.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-49.6K- 55.61% |
$1.83M - $1.95M
|
39.6K
$1.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-296K- 49.08% |
$10.9M - $11.6M
|
307K
$12.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-716K- 78.96% |
$26.4M - $28.1M
|
191K
$7.53M
|