Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
2.62MNew |
$87.2M - $94.9M
|
2.62M
$103M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.14MNew |
$38M - $41.3M
|
1.14M
$44.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
701K+ 331.47% |
$23.3M - $25.3M
|
912K
$35.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
344K+ 57.05% |
$11.4M - $12.4M
|
947K
$37.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
298K+ 485.72% |
$9.91M - $10.8M
|
360K
$14.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
247K+ 269.55% |
$8.21M - $8.93M
|
338K
$13.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
231K+ 34.17% |
$7.69M - $8.36M
|
908K
$35.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
227K+ 1907.4% |
$7.56M - $8.22M
|
239K
$9.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
195KNew |
$6.47M - $7.04M
|
195K
$7.66M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
174KNew |
$5.8M - $6.31M
|
174K
$6.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
171KNew |
$5.69M - $6.19M
|
171K
$6.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
155K+ 22.88% |
$5.15M - $5.6M
|
832K
$32.7M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
154KNew |
$5.11M - $5.55M
|
154K
$6.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
145K+ 40.6% |
$4.83M - $5.25M
|
503K
$19.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
137K+ 47.79% |
$4.56M - $4.96M
|
424K
$16.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
127K+ 164.92% |
$4.22M - $4.59M
|
204K
$8.01M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
98.8K+ 539.43% |
$3.28M - $3.57M
|
117K
$4.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
89.2K+ 22866.41% |
$2.96M - $3.22M
|
89.6K
$3.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
84.9K+ 137.74% |
$2.82M - $3.07M
|
147K
$5.76M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
81.2K+ 56.54% |
$2.7M - $2.93M
|
225K
$8.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
76.1K+ 78.37% |
$2.53M - $2.75M
|
173K
$6.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
74.4KNew |
$2.47M - $2.69M
|
74.4K
$2.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
72.6K+ 213.37% |
$2.41M - $2.62M
|
107K
$4.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
72.5KNew |
$2.41M - $2.62M
|
72.5K
$2.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
67.1K+ 53.17% |
$2.23M - $2.43M
|
193K
$7.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
64.7K+ 98.77% |
$2.15M - $2.34M
|
130K
$5.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
51.8KNew |
$1.72M - $1.87M
|
51.8K
$2.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
49.9K+ 138.5% |
$1.66M - $1.8M
|
85.9K
$3.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
46.4KNew |
$1.54M - $1.68M
|
46.4K
$1.82M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
37.3K+ 232.32% |
$1.24M - $1.35M
|
53.4K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
33.3K+ 49.51% |
$1.11M - $1.2M
|
101K
$3.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
29.8K+ 89.28% |
$990K - $1.08M
|
63.2K
$2.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
28.6KNew |
$952K - $1.04M
|
28.6K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
27.8KNew |
$924K - $1M
|
27.8K
$1.09M
|
|
|
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
23.5KNew |
$782K - $851K
|
23.5K
$925K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
23.4K+ 228.58% |
$777K - $845K
|
33.6K
$1.32M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
22.1K+ 107.16% |
$734K - $799K
|
42.7K
$1.68M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
22K+ 77.71% |
$731K - $796K
|
50.3K
$1.98M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.3K+ 156.82% |
$707K - $769K
|
34.9K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
19.1KNew |
$634K - $690K
|
19.1K
$750K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
18.2K+ 10.33% |
$606K - $660K
|
195K
$7.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
17.6K+ 49.9% |
$585K - $636K
|
52.9K
$2.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
17.3K+ 31.42% |
$575K - $626K
|
72.4K
$2.85M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
17K+ 50.92% |
$565K - $615K
|
50.4K
$1.98M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
16.6KNew |
$553K - $602K
|
16.6K
$654K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.6K+ 24.72% |
$551K - $600K
|
83.7K
$3.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
16.3K+ 22.13% |
$541K - $589K
|
89.9K
$3.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.2K+ 16.77% |
$539K - $586K
|
113K
$4.43M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
14.6K+ 30.76% |
$487K - $529K
|
62.2K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
13.9KNew |
$463K - $504K
|
13.9K
$547K
|