Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
111K+ 182.21% |
$3.5M - $3.71M
|
172K
$6.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
60K+ 10.97% |
$1.9M - $2.01M
|
607K
$23.9M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
21.4KNew |
$678K - $718K
|
21.4K
$843K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.4K+ 53.21% |
$612K - $648K
|
55.7K
$2.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
18.6KNew |
$589K - $623K
|
18.6K
$732K
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
8.43KNew |
$266K - $282K
|
8.43K
$331K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.78KNew |
$246K - $260K
|
7.78K
$306K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.58K+ 27.92% |
$145K - $153K
|
21K
$824K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.45K+ 20.99% |
$141K - $149K
|
25.7K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.33K+ 5.33% |
$105K - $111K
|
65.8K
$2.59M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.98K+ 38.27% |
$94.1K - $99.6K
|
10.8K
$423K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.76K+ 6.96% |
$87.1K - $92.3K
|
42.4K
$1.67M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.14K+ 9.06% |
$67.6K - $71.6K
|
25.7K
$1.01M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.1KNew |
$66.4K - $70.3K
|
2.1K
$82.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
2.03K+ 1.72% |
$64.1K - $67.9K
|
120K
$4.71M
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
1.66K+ 22.06% |
$52.4K - $55.5K
|
9.18K
$361K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
973New |
$30.8K - $32.6K
|
973
$38.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
767+ 4.85% |
$24.2K - $25.7K
|
16.6K
$651K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
500+ 1.92% |
$15.8K - $16.7K
|
26.5K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
390New |
$12.3K - $13.1K
|
390
$15.3K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
232+ 1.09% |
$7.33K - $7.77K
|
21.6K
$848K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
204+ 0.43% |
$6.45K - $6.83K
|
48.2K
$1.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20- 0.28% |
$632 - $669
|
7.12K
$280K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-45- 0.1% |
$1.42K - $1.51K
|
44.9K
$1.76M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-54- 0.2% |
$1.71K - $1.81K
|
27.2K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-102- 2.83% |
$3.22K - $3.41K
|
3.5K
$137K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-182- 0.31% |
$5.75K - $6.09K
|
59.4K
$2.34M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-300- 0.84% |
$9.48K - $10K
|
35.4K
$1.39M
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-344- 0.98% |
$10.9K - $11.5K
|
34.8K
$1.37M
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-400- 2.22% |
$12.6K - $13.4K
|
17.6K
$692K
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-418- 0.26% |
$13.2K - $14K
|
158K
$6.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-557- 0.45% |
$17.6K - $18.6K
|
123K
$4.85M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-558- 1.57% |
$17.6K - $18.7K
|
35K
$1.38M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-681- 2.03% |
$21.5K - $22.8K
|
32.8K
$1.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-829- 3.04% |
$26.2K - $27.7K
|
26.4K
$1.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-842- 7.0% |
$26.6K - $28.2K
|
11.2K
$439K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-900- 2.85% |
$28.4K - $30.1K
|
30.7K
$1.21M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.07K- 15.07% |
$33.7K - $35.6K
|
6K
$236K
|
|
|
Jul 11, 2023
Q2 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.36K- 7.09% |
$43K - $45.5K
|
17.8K
$700K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.69K- 5.11% |
$53.4K - $56.6K
|
31.4K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.84K- 6.47% |
$58.2K - $61.6K
|
26.6K
$1.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.9K- 1.66% |
$59.9K - $63.4K
|
112K
$4.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.32K- 16.96% |
$73.4K - $77.7K
|
11.4K
$447K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.33K- 3.35% |
$73.5K - $77.9K
|
67.1K
$2.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2.36K- 2.68% |
$74.6K - $79K
|
85.8K
$3.37M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.47K- 10.1% |
$78K - $82.6K
|
22K
$864K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.6K- 18.43% |
$82.2K - $87K
|
11.5K
$452K
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
SELL
|
- |
-2.81K- 5.0% |
$88.8K - $94K
|
53.3K
$2.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-3.48K- 7.96% |
$110K - $116K
|
40.2K
$1.58M
|