Purchases and Sales Made in Q2 2024 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 2024. 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 16, 2024
Q2 2024
|
Bcs Wealth Management
|
SELL
|
- |
-8.82K- 14.38% |
$327K - $338K
|
52.5K
$2.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.28K- 5.44% |
$344K - $355K
|
161K
$6.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.2K- 23.76% |
$415K - $428K
|
35.9K
$1.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.3K- 2.18% |
$494K - $511K
|
597K
$23.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-14.6K- 20.6% |
$539K - $557K
|
56.1K
$2.24M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-15.5K- 42.18% |
$574K - $593K
|
21.2K
$849K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-22.9K- 12.47% |
$848K - $877K
|
161K
$6.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-23.9K- 56.74% |
$887K - $917K
|
18.2K
$729K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-25.3K- 25.09% |
$936K - $968K
|
75.5K
$3.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-25.4K- 7.56% |
$940K - $972K
|
310K
$12.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-27.7K- 14.84% |
$1.03M - $1.06M
|
159K
$6.35M
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-29.6K- 58.67% |
$1.1M - $1.13M
|
20.9K
$834K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-34.3K- 52.14% |
$1.27M - $1.31M
|
31.5K
$1.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-44.8K- 25.82% |
$1.66M - $1.72M
|
129K
$5.14M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-49.2K- 28.93% |
$1.82M - $1.89M
|
121K
$4.83M
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-63.6K- 34.98% |
$2.36M - $2.44M
|
118K
$4.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-73.2K- 82.8% |
$2.71M - $2.8M
|
15.2K
$607K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-77.7K- 4.93% |
$2.88M - $2.98M
|
1.5M
$59.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-85.8K- 19.28% |
$3.18M - $3.29M
|
359K
$14.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-277K- 31.83% |
$10.3M - $10.6M
|
593K
$23.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-2.51M- 96.19% |
$92.9M - $96M
|
99.4K
$3.97M
|