Purchases and Sales Made in Q1 2023 in Innovator U.S. Equity Power Bu (PSEP)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PSEP) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-9.85K- 8.68% |
N/A
|
104K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-11K- 5.81% |
N/A
|
178K
$0
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.3K- 2.34% |
N/A
|
682K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-17.3K- 13.23% |
N/A
|
113K
$0
|
|
|
May 05, 2023
Q1 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-17.8K- 1.21% |
N/A
|
1.44M
$0
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-17.8K- 18.38% |
N/A
|
79.2K
$0
|
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-18.9K- 23.97% |
N/A
|
59.8K
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-34.3K- 81.61% |
N/A
|
7.74K
$0
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-35.6K- 1.02% |
N/A
|
3.45M
$0
|
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-47.2K- 74.87% |
N/A
|
15.8K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-49K- 62.6% |
N/A
|
29.3K
$0
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-60.2K- 81.73% |
N/A
|
13.5K
$0
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-60.8K- 77.82% |
N/A
|
17.3K
$0
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-73.6K- 38.39% |
N/A
|
118K
$0
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-318K- 62.27% |
N/A
|
193K
$0
|