Purchases and Sales Made in Q1 2024 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 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
197K+ 985.15% |
N/A
|
217K
$0
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
136K+ 88.31% |
N/A
|
290K
$0
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
72.1K+ 8.29% |
N/A
|
943K
$0
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
63.2K+ 1088.9% |
N/A
|
69K
$0
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
41.2K+ 284.0% |
N/A
|
55.8K
$0
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.2K+ 23.5% |
N/A
|
201K
$0
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
32.8KNew |
N/A
|
32.8K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
27.6KNew |
N/A
|
27.6K
$0
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
26.6KNew |
N/A
|
26.6K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
19.5KNew |
N/A
|
19.5K
$0
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
14.6K+ 3.75% |
N/A
|
404K
$0
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.8KNew |
N/A
|
11.8K
$0
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.6K+ 170.69% |
N/A
|
18.3K
$0
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.01KNew |
N/A
|
8.01K
$0
|
|
|
May 15, 2024
Q1 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
6.53KNew |
N/A
|
6.53K
$0
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.7K+ 56.33% |
N/A
|
15.8K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
5.67KNew |
N/A
|
5.67K
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
5.62KNew |
N/A
|
5.62K
$0
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.45KNew |
N/A
|
4.45K
$0
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.56K+ 5.46% |
N/A
|
68.9K
$0
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.53K+ 5.75% |
N/A
|
64.8K
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.62K+ 2.85% |
N/A
|
94.5K
$0
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.76KNew |
N/A
|
1.76K
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.15K+ 82.43% |
N/A
|
2.53K
$0
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
566New |
N/A
|
566
$0
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
434+ 1.23% |
N/A
|
35.6K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
382New |
N/A
|
382
$0
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
329New |
N/A
|
329
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
300+ 1.37% |
N/A
|
22.2K
$0
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
228+ 0.53% |
N/A
|
43K
$0
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
214+ 0.13% |
N/A
|
165K
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
84+ 0.63% |
N/A
|
13.5K
$0
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
40+ 0.49% |
N/A
|
8.2K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-16- 0.13% |
N/A
|
12.3K
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-22- 0.16% |
N/A
|
13.5K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-37- 0.21% |
N/A
|
18K
$0
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-38- 0.2% |
N/A
|
19.4K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-45- 0.35% |
N/A
|
12.9K
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-79- 0.66% |
N/A
|
11.9K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-90- 2.04% |
N/A
|
4.33K
$0
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-105- 1.04% |
N/A
|
10K
$0
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-119- 1.3% |
N/A
|
9.01K
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-130- 0.84% |
N/A
|
15.4K
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-140- 0.25% |
N/A
|
55.5K
$0
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-150- 0.13% |
N/A
|
113K
$0
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-155- 0.62% |
N/A
|
24.7K
$0
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-170- 2.73% |
N/A
|
6.06K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-185- 3.14% |
N/A
|
5.7K
$0
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-232- 0.17% |
N/A
|
133K
$0
|