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
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-107K- 42.08% |
$3.2M - $3.38M
|
147K
$5.78M
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-124K- 87.19% |
$3.71M - $3.92M
|
18.2K
$716K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-156K- 71.88% |
$4.66M - $4.92M
|
60.9K
$2.39M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-196K- 20.02% |
$5.86M - $6.2M
|
783K
$30.8M
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-292K- 99.99% |
$8.74M - $9.24M
|
19
$747
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-439K- 97.62% |
$13.1M - $13.9M
|
10.7K
$420K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-706K- 99.7% |
$21.1M - $22.3M
|
2.11K
$82.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-770K- 68.35% |
$23M - $24.3M
|
356K
$14M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.58M- 97.02% |
$47.2M - $49.9M
|
48.5K
$1.9M
|