Purchases and Sales Made in Q1 2024 in Innovator U.S. Equity Power Bu (PNOV)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PNOV) during Q1 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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-485- 2.17% |
N/A
|
21.8K
$0
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-495- 1.45% |
N/A
|
33.6K
$0
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-530- 3.74% |
N/A
|
13.7K
$0
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-575- 6.71% |
N/A
|
8K
$0
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-606- 4.45% |
N/A
|
13K
$0
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-743- 9.33% |
N/A
|
7.22K
$0
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-836- 2.26% |
N/A
|
36.2K
$0
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-878- 6.22% |
N/A
|
13.2K
$0
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.03K- 6.16% |
N/A
|
15.7K
$0
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.13K- 3.08% |
N/A
|
35.7K
$0
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.18K- 2.14% |
N/A
|
54K
$0
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.19K- 2.92% |
N/A
|
39.6K
$0
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 2.15% |
N/A
|
54.7K
$0
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-1.3K- 2.54% |
N/A
|
49.9K
$0
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.49K- 4.46% |
N/A
|
32K
$0
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.53K- 17.24% |
N/A
|
7.35K
$0
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.64K- 3.02% |
N/A
|
52.6K
$0
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.67K- 18.19% |
N/A
|
7.49K
$0
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.92K- 7.9% |
N/A
|
22.4K
$0
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.96K- 19.16% |
N/A
|
8.25K
$0
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.1K- 5.57% |
N/A
|
35.6K
$0
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.85K- 2.48% |
N/A
|
112K
$0
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-3.12K- 13.04% |
N/A
|
20.8K
$0
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.21K- 74.15% |
N/A
|
1.12K
$0
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.26K- 30.79% |
N/A
|
7.33K
$0
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-3.28K- 1.72% |
N/A
|
188K
$0
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.63K- 1.37% |
N/A
|
260K
$0
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.74K- 4.91% |
N/A
|
72.4K
$0
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3.84K- 26.23% |
N/A
|
10.8K
$0
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.89K- 35.88% |
N/A
|
6.95K
$0
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-4.41K- 8.67% |
N/A
|
46.4K
$0
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-4.61K- 7.75% |
N/A
|
54.9K
$0
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-5.6K- 19.65% |
N/A
|
22.9K
$0
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.82K- 4.41% |
N/A
|
126K
$0
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.41K- 35.79% |
N/A
|
11.5K
$0
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-6.78K- 4.85% |
N/A
|
133K
$0
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-6.96K- 12.3% |
N/A
|
49.6K
$0
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.46K- 10.58% |
N/A
|
63.1K
$0
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.38K- 4.28% |
N/A
|
187K
$0
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.3K- 19.67% |
N/A
|
46.1K
$0
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12K- 13.77% |
N/A
|
75K
$0
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-12.2K- 8.82% |
N/A
|
126K
$0
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-13K- 22.81% |
N/A
|
44K
$0
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.9K- 18.81% |
N/A
|
60.2K
$0
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-18.9K- 72.98% |
N/A
|
6.99K
$0
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.4K- 10.81% |
N/A
|
185K
$0
|
|
Jan 10, 2025
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-26K- 8.48% |
N/A
|
281K
$0
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.3K- 8.0% |
N/A
|
314K
$0
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-31.3K- 10.74% |
N/A
|
260K
$0
|
|
Apr 18, 2024
Q1 2024
|
Requisite Capital Management, LLC
|
SELL
|
- |
-45.4K- 4.55% |
N/A
|
952K
$0
|