Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
41.5K+ 23.57% |
$1.27M - $1.31M
|
217K
$8.69M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21.5KNew |
$659K - $679K
|
21.5K
$860K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.8K+ 9.75% |
$513K - $529K
|
189K
$7.54M
|
|
Feb 10, 2022
Q4 2021
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
10.7KNew |
$329K - $339K
|
10.7K
$430K
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
9.45KNew |
$289K - $298K
|
9.45K
$378K
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
8.6KNew |
$263K - $271K
|
8.6K
$344K
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.29KNew |
$223K - $230K
|
7.29K
$292K
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
6.35KNew |
$194K - $201K
|
6.35K
$254K
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.43K+ 72.22% |
$166K - $172K
|
13K
$518K
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.96K+ 3.0% |
$121K - $125K
|
136K
$5.44M
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.46K+ 40.61% |
$106K - $109K
|
12K
$479K
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
1.71K+ 3.01% |
$52.3K - $53.9K
|
58.4K
$2.34M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
1.12KNew |
$34.4K - $35.5K
|
1.12K
$44.9K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-35- 40.7% |
$1.07K - $1.11K
|
51
$2.04K
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-45- 0.21% |
$1.38K - $1.42K
|
21.7K
$870K
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-90- 6.57% |
$2.76K - $2.84K
|
1.28K
$51.2K
|
|
Jan 18, 2022
Q4 2021
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-100- 1.16% |
$3.06K - $3.16K
|
8.5K
$340K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-135- 0.72% |
$4.13K - $4.26K
|
18.7K
$748K
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-175Closed |
$5.36K - $5.53K
|
0
$0
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-216- 0.18% |
$6.61K - $6.82K
|
120K
$4.81M
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-222- 2.06% |
$6.8K - $7.01K
|
10.5K
$421K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-237- 0.19% |
$7.26K - $7.48K
|
127K
$5.06M
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-421- 2.09% |
$12.9K - $13.3K
|
19.8K
$790K
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-460- 0.44% |
$14.1K - $14.5K
|
103K
$4.12M
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-650- 2.13% |
$19.9K - $20.5K
|
29.9K
$1.2M
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-675Closed |
$20.7K - $21.3K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-750- 4.94% |
$23K - $23.7K
|
14.4K
$578K
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.13KClosed |
$34.7K - $35.8K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-1.25K- 71.43% |
$38.3K - $39.5K
|
500
$20K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.78K- 26.74% |
$54.4K - $56.1K
|
4.87K
$195K
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2.06K- 8.78% |
$63.2K - $65.2K
|
21.5K
$858K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.25K- 14.28% |
$68.9K - $71.1K
|
13.5K
$540K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.78K- 22.5% |
$85.1K - $87.8K
|
9.58K
$383K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.45KClosed |
$106K - $109K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5K- 4.95% |
$153K - $158K
|
96K
$3.84M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.02K- 27.17% |
$184K - $190K
|
16.1K
$645K
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-8.14KClosed |
$249K - $257K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-8.59KClosed |
$263K - $271K
|
0
$0
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.66KClosed |
$265K - $273K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-8.76K- 3.47% |
$268K - $276K
|
244K
$9.74M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.5K- 49.86% |
$444K - $458K
|
14.6K
$583K
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-17.2K- 31.76% |
$526K - $542K
|
36.9K
$1.48M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-22.7K- 34.46% |
$695K - $717K
|
43.2K
$1.73M
|
|
Jan 27, 2022
Q4 2021
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-31K- 63.28% |
$950K - $980K
|
18K
$720K
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-34.7K- 43.44% |
$1.06M - $1.1M
|
45.2K
$1.81M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-72K- 72.98% |
$2.21M - $2.27M
|
26.7K
$1.07M
|