Purchases and Sales Made in Q1 2023 in Innovator U.S. Equity Power Bu (POCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (POCT) during Q1 2023. 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 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
162K+ 2375.7% |
$4.85M - $5.13M
|
169K
$6.65M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
71.3K+ 15.0% |
$2.13M - $2.26M
|
547K
$21.5M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
59.6KNew |
$1.78M - $1.89M
|
59.6K
$2.34M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
44.9KNew |
$1.34M - $1.42M
|
44.9K
$1.77M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
32KNew |
$958K - $1.01M
|
32K
$1.26M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.2KNew |
$845K - $893K
|
28.2K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
27.8K+ 68.1% |
$832K - $880K
|
68.7K
$2.7M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
25K+ 179.08% |
$747K - $790K
|
38.9K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.3KNew |
$606K - $641K
|
20.3K
$796K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
19.2KNew |
$573K - $606K
|
19.2K
$753K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.9K+ 10.2% |
$504K - $533K
|
182K
$7.15M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
16.4KNew |
$490K - $519K
|
16.4K
$644K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
13.8K+ 134.87% |
$414K - $438K
|
24.1K
$947K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.5K+ 46.0% |
$343K - $363K
|
36.4K
$1.43M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.5KNew |
$254K - $269K
|
8.5K
$334K
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
8.04K+ 6.93% |
$240K - $254K
|
124K
$4.87M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
6.84KNew |
$205K - $216K
|
6.84K
$269K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.55K+ 11.71% |
$196K - $207K
|
62.5K
$2.46M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.53KNew |
$195K - $207K
|
6.53K
$257K
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
5.97K+ 383.85% |
$178K - $189K
|
7.52K
$295K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
5.13K+ 6.61% |
$153K - $162K
|
82.7K
$3.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.02K+ 30.76% |
$150K - $159K
|
21.3K
$838K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.69K+ 73.27% |
$110K - $117K
|
8.73K
$343K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
3.02KNew |
$90.4K - $95.6K
|
3.02K
$119K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.72K+ 309.09% |
$81.4K - $86K
|
3.6K
$141K
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.68K+ 6.55% |
$80.3K - $84.9K
|
43.7K
$1.72M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.13K+ 14166.67% |
$63.6K - $67.2K
|
2.14K
$84.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.05K+ 24.55% |
$61.3K - $64.8K
|
10.4K
$409K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.74K+ 4.58% |
$51.9K - $54.9K
|
39.6K
$1.56M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.49K+ 2.02% |
$44.7K - $47.2K
|
75.5K
$2.97M
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.4K+ 1.61% |
$41.8K - $44.3K
|
88.1K
$3.46M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.2K+ 4.6% |
$35.8K - $37.9K
|
27.3K
$1.07M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.15K+ 0.43% |
$34.5K - $36.5K
|
271K
$10.6M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
938New |
$28.1K - $29.7K
|
938
$36.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
761New |
$22.8K - $24.1K
|
761
$29.9K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
450+ 0.1% |
$13.5K - $14.2K
|
455K
$17.9M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
325New |
$9.72K - $10.3K
|
325
$12.8K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
321+ 11.48% |
$9.6K - $10.2K
|
3.12K
$122K
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
196+ 0.11% |
$5.86K - $6.2K
|
183K
$7.18M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
85+ 0.61% |
$2.54K - $2.69K
|
14.1K
$554K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
25+ 0.06% |
$748 - $791
|
39K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25- 0.06% |
$748 - $791
|
38.9K
$1.53M
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-50- 0.28% |
$1.5K - $1.58K
|
18K
$708K
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-54- 0.11% |
$1.62K - $1.71K
|
49.1K
$1.93M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-95- 0.86% |
$2.84K - $3K
|
11K
$432K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-100- 0.6% |
$2.99K - $3.16K
|
16.6K
$651K
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-103- 0.34% |
$3.08K - $3.26K
|
30.5K
$1.2M
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-124- 1.24% |
$3.71K - $3.92K
|
9.84K
$387K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-212- 1.52% |
$6.34K - $6.71K
|
13.7K
$538K
|