Purchases and Sales Made in Q3 2022 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 2022. 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 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1KNew |
$28.2K - $29.7K
|
1K
$39.3K
|
|
Oct 13, 2022
Q3 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
867+ 9.58% |
$24.4K - $25.7K
|
9.92K
$390K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
736+ 5.74% |
$20.7K - $21.8K
|
13.6K
$533K
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
500+ 6.54% |
$14.1K - $14.8K
|
8.15K
$320K
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
423+ 24.91% |
$11.9K - $12.6K
|
2.12K
$83.4K
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
314+ 2.23% |
$8.85K - $9.32K
|
14.4K
$566K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
261+ 0.93% |
$7.36K - $7.74K
|
28.3K
$1.11M
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
252+ 1.25% |
$7.1K - $7.48K
|
20.5K
$805K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
244+ 1.03% |
$6.88K - $7.24K
|
23.8K
$936K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
168+ 49.41% |
$4.74K - $4.98K
|
508
$20K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-54- 0.43% |
$1.52K - $1.6K
|
12.6K
$494K
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-206- 1.38% |
$5.81K - $6.11K
|
14.7K
$577K
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-285- 2.19% |
$8.03K - $8.46K
|
12.7K
$499K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-379- 3.47% |
$10.7K - $11.2K
|
10.5K
$414K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-549- 1.82% |
$15.5K - $16.3K
|
29.6K
$1.16M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-560- 1.91% |
$15.8K - $16.6K
|
28.8K
$1.13M
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-685- 5.17% |
$19.3K - $20.3K
|
12.6K
$494K
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-706- 1.93% |
$19.9K - $20.9K
|
35.9K
$1.41M
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.07K- 3.6% |
$30.2K - $31.7K
|
28.6K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-2K- 5.41% |
$56.4K - $59.3K
|
35K
$1.38M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.19K- 6.33% |
$61.7K - $64.9K
|
32.4K
$1.27M
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
SELL
|
- |
-2.76K- 23.16% |
$77.9K - $82K
|
9.17K
$360K
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-3.48K- 4.31% |
$98.1K - $103K
|
77.2K
$3.03M
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-5.82K- 1.76% |
$164K - $173K
|
324K
$12.7M
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-17.1K- 46.77% |
$482K - $507K
|
19.5K
$765K
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-44K- 39.08% |
$1.24M - $1.31M
|
68.6K
$2.69M
|
|
Oct 19, 2022
Q3 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-47.6K- 30.33% |
$1.34M - $1.41M
|
109K
$4.29M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-105K- 67.23% |
$2.96M - $3.12M
|
51.2K
$2.01M
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-151KClosed |
$4.26M - $4.48M
|
0
$0
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-850K- 65.51% |
$24M - $25.2M
|
448K
$17.6M
|