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 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.9KNew |
$430K - $468K
|
12.9K
$508K
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
12.5KNew |
$415K - $451K
|
12.5K
$490K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12.2KNew |
$406K - $441K
|
12.2K
$480K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
12.1KNew |
$403K - $438K
|
12.1K
$476K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11KNew |
$367K - $399K
|
11K
$434K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
11K+ 44.82% |
$365K - $397K
|
35.5K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.5KNew |
$350K - $381K
|
10.5K
$414K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.5K+ 5.52% |
$348K - $378K
|
200K
$7.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
9.91K+ 71.78% |
$329K - $358K
|
23.7K
$932K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
9.64KNew |
$321K - $349K
|
9.64K
$379K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
9.17KNew |
$305K - $332K
|
9.17K
$360K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9.15KNew |
$304K - $331K
|
9.15K
$360K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.12K+ 28.54% |
$303K - $330K
|
41.1K
$1.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.12K+ 36.75% |
$270K - $293K
|
30.2K
$1.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
6.98KNew |
$232K - $252K
|
6.98K
$274K
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
BUY
|
- |
6.97KNew |
$232K - $252K
|
6.97K
$274K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.52K+ 7.02% |
$217K - $236K
|
99.4K
$3.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
6.44KNew |
$214K - $233K
|
6.44K
$253K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
6.28K+ 6.19% |
$209K - $227K
|
108K
$4.24M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
5.82KNew |
$193K - $210K
|
5.82K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.72KNew |
$190K - $207K
|
5.72K
$225K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
5.7KNew |
$189K - $206K
|
5.7K
$224K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.58K+ 268.72% |
$185K - $202K
|
7.65K
$301K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5.58K+ 23.57% |
$185K - $202K
|
29.2K
$1.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
5.4K+ 24.36% |
$180K - $195K
|
27.6K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.35KNew |
$178K - $194K
|
5.35K
$210K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5K+ 27.93% |
$166K - $181K
|
22.9K
$900K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.98K+ 41.13% |
$165K - $180K
|
17.1K
$671K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
4.87K+ 12.51% |
$162K - $176K
|
43.8K
$1.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
4.65K+ 57.67% |
$154K - $168K
|
12.7K
$499K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
4.56K+ 20.54% |
$151K - $165K
|
26.7K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.36KNew |
$145K - $158K
|
4.36K
$171K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
3.82K+ 1.45% |
$127K - $138K
|
268K
$10.5M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3.79KNew |
$126K - $137K
|
3.79K
$149K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.52KNew |
$117K - $127K
|
3.52K
$138K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.39KNew |
$113K - $123K
|
3.39K
$133K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.14K+ 2684.62% |
$104K - $114K
|
3.26K
$128K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.59K+ 24.72% |
$86K - $93.5K
|
13K
$513K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.36K+ 14.62% |
$78.4K - $85.3K
|
18.5K
$727K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.33K+ 1.71% |
$77.3K - $84.1K
|
138K
$5.42M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
2.23K+ 23.18% |
$74.1K - $80.6K
|
11.8K
$465K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2KNew |
$66.5K - $72.3K
|
2K
$78.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.77K+ 28.11% |
$59K - $64.1K
|
8.08K
$318K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.77K+ 15.65% |
$58.7K - $63.9K
|
13.1K
$513K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.5KNew |
$49.9K - $54.2K
|
1.5K
$58.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.33K+ 3.74% |
$44.1K - $47.9K
|
36.7K
$1.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.03K+ 15.05% |
$34.2K - $37.2K
|
7.87K
$309K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
800+ 1.97% |
$26.6K - $28.9K
|
41.4K
$1.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
783+ 5.68% |
$26K - $28.3K
|
14.6K
$572K
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
725+ 6.01% |
$24.1K - $26.2K
|
12.8K
$503K
|