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 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-324- 1.13% |
$9.69K - $10.2K
|
28.4K
$1.12M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-347- 0.83% |
$10.4K - $11K
|
41.7K
$1.64M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-400- 1.25% |
$12K - $12.7K
|
31.6K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-552- 1.9% |
$16.5K - $17.5K
|
28.5K
$1.12M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-567- 2.72% |
$17K - $17.9K
|
20.3K
$796K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-645- 1.89% |
$19.3K - $20.4K
|
33.5K
$1.32M
|
|
|
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-654- 5.51% |
$19.6K - $20.7K
|
11.2K
$441K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-660- 5.25% |
$19.7K - $20.9K
|
11.9K
$469K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-747- 5.85% |
$22.3K - $23.6K
|
12K
$473K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-841- 3.82% |
$25.2K - $26.6K
|
21.2K
$833K
|
|
|
Apr 19, 2023
Q1 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-945- 5.73% |
$28.3K - $29.9K
|
15.6K
$611K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1K- 6.67% |
$30K - $31.8K
|
14.1K
$552K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.15K- 2.64% |
$34.4K - $36.4K
|
42.4K
$1.66M
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.38K- 4.8% |
$41.2K - $43.5K
|
27.3K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
American Asset Management Inc.
|
SELL
|
- |
-1.39K- 4.33% |
$41.4K - $43.8K
|
30.6K
$1.2M
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.39K- 0.87% |
$41.5K - $43.8K
|
158K
$6.22M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.58K- 2.23% |
$47.3K - $50K
|
69.4K
$2.73M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.59K- 9.16% |
$47.6K - $50.4K
|
15.8K
$621K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.92K- 1.4% |
$57.5K - $60.9K
|
135K
$5.32M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.05K- 19.71% |
$61.3K - $64.8K
|
8.35K
$328K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.16K- 11.76% |
$64.6K - $68.3K
|
16.2K
$637K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
SELL
|
- |
-2.43K- 21.08% |
$72.6K - $76.7K
|
9.08K
$357K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.16K- 96.73% |
$94.6K - $100K
|
107
$4.21K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.45K- 8.96% |
$103K - $109K
|
35.1K
$1.38M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.77K- 13.78% |
$113K - $119K
|
23.6K
$927K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.97K- 0.47% |
$119K - $126K
|
834K
$32.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-4.03K- 4.05% |
$121K - $128K
|
95.6K
$3.76M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.32K- 1.22% |
$129K - $137K
|
350K
$13.8M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.15K- 33.12% |
$154K - $163K
|
10.4K
$409K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.33K- 17.9% |
$159K - $169K
|
24.4K
$961K
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-6.65K- 16.74% |
$199K - $210K
|
33.1K
$1.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.99K- 26.74% |
$209K - $221K
|
19.2K
$753K
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-7.62K- 2.23% |
$228K - $241K
|
333K
$13.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-7.62K- 24.99% |
$228K - $241K
|
22.9K
$899K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-8.26K- 6.55% |
$247K - $261K
|
118K
$4.63M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-9.32K- 56.87% |
$279K - $295K
|
7.07K
$278K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.91K- 20.41% |
$296K - $313K
|
38.6K
$1.52M
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-10.2K- 26.74% |
$305K - $322K
|
27.9K
$1.1M
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-10.2K- 26.74% |
$305K - $322K
|
27.9K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.5K- 14.69% |
$313K - $331K
|
60.8K
$2.39M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-13.8K- 20.36% |
$412K - $436K
|
53.9K
$2.12M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-15.4K- 45.76% |
$462K - $489K
|
18.3K
$719K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-17.1K- 50.53% |
$510K - $539K
|
16.7K
$656K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-20.3K- 45.86% |
$606K - $641K
|
23.9K
$940K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-28.5K- 12.67% |
$852K - $901K
|
196K
$7.72M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-34.9K- 55.14% |
$1.04M - $1.1M
|
28.4K
$1.11M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-36.2K- 18.69% |
$1.08M - $1.14M
|
157K
$6.19M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-38.1K- 1.55% |
$1.14M - $1.2M
|
2.41M
$94.8M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-44.2K- 46.3% |
$1.32M - $1.4M
|
51.2K
$2.01M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-67K- 14.53% |
$2M - $2.12M
|
394K
$15.5M
|