Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.63MNew |
$46.3M - $49.8M
|
1.63M
$63.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
708KNew |
$20.2M - $21.7M
|
708K
$27.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
455KNew |
$13M - $13.9M
|
455K
$17.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
433K+ 107.03% |
$12.3M - $13.3M
|
838K
$32.9M
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
292KNew |
$8.32M - $8.96M
|
292K
$11.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
254KNew |
$7.24M - $7.79M
|
254K
$9.98M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
250K+ 34.33% |
$7.13M - $7.67M
|
979K
$38.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
226K+ 96.3% |
$6.44M - $6.93M
|
461K
$18.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
217KNew |
$6.17M - $6.64M
|
217K
$8.51M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
207K+ 22.53% |
$5.9M - $6.35M
|
1.13M
$44.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
198K+ 275.05% |
$5.63M - $6.06M
|
270K
$10.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
183KNew |
$5.2M - $5.6M
|
183K
$7.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
181K+ 409.16% |
$5.15M - $5.54M
|
225K
$8.84M
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
145K+ 987.58% |
$4.13M - $4.44M
|
160K
$6.28M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
133K+ 217.72% |
$3.78M - $4.07M
|
194K
$7.61M
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
98.1K+ 74.61% |
$2.79M - $3.01M
|
229K
$9.02M
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
87.3KNew |
$2.49M - $2.68M
|
87.3K
$3.43M
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
80.1K+ 222.72% |
$2.28M - $2.45M
|
116K
$4.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
78.9K+ 135.27% |
$2.25M - $2.42M
|
137K
$5.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
77.2K+ 209.86% |
$2.2M - $2.37M
|
114K
$4.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
76.5KNew |
$2.18M - $2.35M
|
76.5K
$3.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
75.4K+ 83.96% |
$2.15M - $2.31M
|
165K
$6.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
67.6KNew |
$1.93M - $2.07M
|
67.6K
$2.66M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
63.2KNew |
$1.8M - $1.94M
|
63.2K
$2.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
57.6K+ 13.79% |
$1.64M - $1.77M
|
476K
$18.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48.5KNew |
$1.38M - $1.49M
|
48.5K
$1.91M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
43.5KNew |
$1.24M - $1.33M
|
43.5K
$1.71M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
40.9KNew |
$1.16M - $1.25M
|
40.9K
$1.61M
|
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
39.7KNew |
$1.13M - $1.22M
|
39.7K
$1.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.4K+ 401.5% |
$1.09M - $1.18M
|
48K
$1.89M
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
38.1KNew |
$1.09M - $1.17M
|
38.1K
$1.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
37.8K+ 320.75% |
$1.08M - $1.16M
|
49.6K
$1.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
37.7K+ 584.87% |
$1.07M - $1.16M
|
44.2K
$1.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
35.8K+ 45.34% |
$1.02M - $1.1M
|
115K
$4.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
35.6K+ 197.29% |
$1.01M - $1.09M
|
53.6K
$2.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
33.8KNew |
$961K - $1.03M
|
33.8K
$1.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
33.3K+ 30.55% |
$947K - $1.02M
|
142K
$5.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32.1K+ 50.8% |
$915K - $985K
|
95.4K
$3.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
32KNew |
$911K - $981K
|
32K
$1.26M
|
|
|
Jan 26, 2023
Q4 2022
|
American Asset Management Inc.
|
BUY
|
- |
32KNew |
$911K - $981K
|
32K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
30.5KNew |
$868K - $935K
|
30.5K
$1.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
29.6K+ 111.66% |
$843K - $908K
|
56.1K
$2.21M
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
28.6K+ 139.85% |
$816K - $878K
|
49.1K
$1.93M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
27.1K+ 57.92% |
$773K - $832K
|
74K
$2.91M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
26.8KNew |
$763K - $821K
|
26.8K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
26.2KNew |
$745K - $802K
|
26.2K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
26K+ 6.13% |
$740K - $796K
|
449K
$17.7M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
25K+ 179.26% |
$712K - $766K
|
39K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.9KNew |
$710K - $764K
|
24.9K
$979K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
BUY
|
- |
23.6K+ 195.84% |
$671K - $722K
|
35.6K
$1.4M
|