Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
495KNew |
$14.4M - $14.5M
|
495K
$19.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
29.6K+ 19.23% |
$861K - $869K
|
184K
$7.22M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
27KNew |
$785K - $793K
|
27K
$1.06M
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
23.7KNew |
$688K - $694K
|
23.7K
$930K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.5K+ 25.28% |
$595K - $601K
|
101K
$3.98M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
18.3K+ 70.25% |
$531K - $536K
|
44.3K
$1.74M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
17KNew |
$495K - $500K
|
17K
$670K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.1KNew |
$468K - $473K
|
16.1K
$633K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.6KNew |
$424K - $428K
|
14.6K
$573K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12.7K+ 3334.47% |
$368K - $372K
|
13.1K
$513K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 40.31% |
$293K - $296K
|
35.1K
$1.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.69KNew |
$282K - $284K
|
9.69K
$381K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
9.25K+ 18.58% |
$269K - $271K
|
59K
$2.32M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.91K+ 6.67% |
$259K - $261K
|
143K
$5.6M
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
8.8KNew |
$256K - $258K
|
8.8K
$346K
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
7.65KNew |
$222K - $225K
|
7.65K
$301K
|
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6.73KNew |
$196K - $198K
|
6.73K
$264K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.8K+ 14.29% |
$168K - $170K
|
46.3K
$1.82M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
4.11K+ 14.35% |
$120K - $121K
|
32.8K
$1.29M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.82K+ 16.33% |
$52.8K - $53.4K
|
13K
$509K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.64K+ 4.42% |
$47.5K - $48K
|
38.6K
$1.52M
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
949+ 7.55% |
$27.6K - $27.9K
|
13.5K
$531K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
685New |
$19.9K - $20.1K
|
685
$26.9K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
600+ 7.97% |
$17.4K - $17.6K
|
8.13K
$319K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
500+ 4.01% |
$14.5K - $14.7K
|
13K
$510K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
359+ 37.75% |
$10.4K - $10.5K
|
1.31K
$51.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
340New |
$9.88K - $9.98K
|
340
$13.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-77- 0.73% |
$2.24K - $2.26K
|
10.4K
$410K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-100- 9.09% |
$2.91K - $2.94K
|
1K
$39.3K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-307- 0.89% |
$8.92K - $9.01K
|
34.2K
$1.34M
|
|
|
Oct 21, 2021
Q3 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-566- 3.6% |
$16.5K - $16.6K
|
15.1K
$595K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-590- 2.27% |
$17.2K - $17.3K
|
25.4K
$999K
|
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-749- 8.16% |
$21.8K - $22K
|
8.43K
$331K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.51K- 29.43% |
$43.9K - $44.3K
|
3.62K
$142K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.73KClosed |
$50.1K - $50.6K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-1.75KClosed |
$50.8K - $51.3K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.85K- 2.19% |
$53.7K - $54.2K
|
82.4K
$3.24M
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
SELL
|
- |
-2K- 16.15% |
$58.1K - $58.7K
|
10.4K
$408K
|
|
|
Oct 29, 2021
Q3 2021
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-4.01K- 11.41% |
$117K - $118K
|
31.2K
$1.22M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.63K- 34.96% |
$135K - $136K
|
8.61K
$338K
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-5.12K- 10.8% |
$149K - $150K
|
42.2K
$1.66M
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-5.53K- 13.9% |
$161K - $162K
|
34.3K
$1.35M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.01K- 16.29% |
$175K - $176K
|
30.9K
$1.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.94KClosed |
$202K - $204K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.16KClosed |
$208K - $210K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-8.23K- 5.2% |
$239K - $242K
|
150K
$5.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-8.75KClosed |
$254K - $257K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-10.6KClosed |
$307K - $310K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-13.8K- 24.53% |
$403K - $406K
|
42.6K
$1.67M
|