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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.65K- 22.53% |
$115K - $122K
|
12.6K
$494K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.78K- 10.77% |
$119K - $127K
|
31.3K
$1.23M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-3.87K- 6.35% |
$122K - $129K
|
57K
$2.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.48K- 2.45% |
$142K - $150K
|
178K
$7.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.02K- 1.85% |
$159K - $168K
|
266K
$10.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-5.12K- 18.02% |
$162K - $171K
|
23.3K
$915K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.61K- 33.85% |
$177K - $188K
|
11K
$431K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-5.89K- 35.28% |
$186K - $197K
|
10.8K
$425K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.72K- 3.69% |
$212K - $225K
|
175K
$6.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7.65K- 2.18% |
$242K - $256K
|
342K
$13.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7.94K- 41.43% |
$251K - $266K
|
11.2K
$441K
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-8.08K- 44.14% |
$255K - $270K
|
10.2K
$402K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-8.18K- 1.8% |
$258K - $274K
|
447K
$17.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.31K- 16.21% |
$263K - $278K
|
42.9K
$1.69M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-8.62K- 98.66% |
$272K - $288K
|
117
$4.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.65K- 22.79% |
$305K - $323K
|
32.7K
$1.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.4K- 36.61% |
$328K - $348K
|
18K
$707K
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-10.6K- 0.44% |
$335K - $355K
|
2.4M
$94.4M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-11.2K- 15.36% |
$355K - $375K
|
61.8K
$2.43M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-11.3K- 23.4% |
$358K - $380K
|
37.1K
$1.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-12.1K- 5.26% |
$381K - $404K
|
217K
$8.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-12.4K- 47.24% |
$391K - $414K
|
13.8K
$542K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-13.3K- 19.42% |
$422K - $446K
|
55.3K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.4K- 85.82% |
$550K - $582K
|
2.87K
$113K
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-17.9K- 42.34% |
$565K - $599K
|
24.4K
$958K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.1K- 49.47% |
$604K - $639K
|
19.5K
$767K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-20K- 37.2% |
$633K - $671K
|
33.8K
$1.33M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-21.6K- 43.53% |
$682K - $722K
|
28K
$1.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-22.1K- 29.34% |
$700K - $741K
|
53.3K
$2.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25K- 64.19% |
$790K - $837K
|
13.9K
$548K
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-26.7K- 54.38% |
$844K - $893K
|
22.4K
$880K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-27.9K- 20.6% |
$881K - $933K
|
107K
$4.22M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-32.3K- 9.06% |
$1.02M - $1.08M
|
324K
$12.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-43.2K- 27.44% |
$1.37M - $1.45M
|
114K
$4.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-45.2K- 23.01% |
$1.43M - $1.51M
|
151K
$5.94M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-46.3K- 55.98% |
$1.46M - $1.55M
|
36.4K
$1.43M
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-84K- 87.78% |
$2.65M - $2.81M
|
11.7K
$459K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-124K- 15.85% |
$3.92M - $4.15M
|
659K
$25.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-131K- 33.25% |
$4.14M - $4.38M
|
263K
$10.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-135K- 79.54% |
$4.25M - $4.5M
|
34.6K
$1.36M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-752K- 90.09% |
$23.8M - $25.2M
|
82.6K
$3.25M
|