Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-37- 0.29% |
N/A
|
12.9K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-360- 0.67% |
N/A
|
53.1K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-367- 4.0% |
N/A
|
8.81K
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-550- 4.62% |
N/A
|
11.3K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-896- 1.37% |
N/A
|
64.5K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-925- 1.64% |
N/A
|
55.6K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.16K- 7.8% |
N/A
|
13.7K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.27K- 12.34% |
N/A
|
9.02K
$0
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.43K- 2.26% |
N/A
|
61.9K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-2.26K- 56.43% |
N/A
|
1.74K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.52K- 1.23% |
N/A
|
202K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-2.72K- 7.9% |
N/A
|
31.7K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.34K- 23.17% |
N/A
|
11.1K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.67K- 23.55% |
N/A
|
15.2K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.41K- 64.32% |
N/A
|
3K
$0
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.41K- 64.32% |
N/A
|
3K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.54K- 7.13% |
N/A
|
72.2K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.11K- 0.92% |
N/A
|
661K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.69K- 4.93% |
N/A
|
129K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.01K- 82.19% |
N/A
|
1.74K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.28K- 42.81% |
N/A
|
11.1K
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-9.26K- 13.14% |
N/A
|
61.2K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-11.7K- 11.23% |
N/A
|
92.4K
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-13.1K- 8.95% |
N/A
|
133K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-17.3K- 2.44% |
N/A
|
691K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-23.9K- 14.35% |
N/A
|
143K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24.4K- 23.11% |
N/A
|
81.1K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.8K- 65.18% |
N/A
|
14.3K
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-27.3K- 19.87% |
N/A
|
110K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-33K- 35.31% |
N/A
|
60.5K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-34K- 93.67% |
N/A
|
2.3K
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.14M- 94.65% |
N/A
|
64.3K
$0
|