Purchases and Sales Made in Q4 2021 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 Q4 2021. 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, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
88.7KNew |
N/A
|
88.7K
$0
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
75.9KNew |
N/A
|
75.9K
$0
|
|
Feb 10, 2022
Q4 2021
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
68.5KNew |
N/A
|
68.5K
$0
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
68.2KNew |
N/A
|
68.2K
$0
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
45.9KNew |
N/A
|
45.9K
$0
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
45.7K+ 25.12% |
N/A
|
228K
$0
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
43.3KNew |
N/A
|
43.3K
$0
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
39.5K+ 268.02% |
N/A
|
54.3K
$0
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
38.7KNew |
N/A
|
38.7K
$0
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
36.6K+ 35.79% |
N/A
|
139K
$0
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
32.2K+ 99.32% |
N/A
|
64.7K
$0
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
30.4KNew |
N/A
|
30.4K
$0
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
19.7KNew |
N/A
|
19.7K
$0
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
18.8KNew |
N/A
|
18.8K
$0
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
15.3KNew |
N/A
|
15.3K
$0
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14KNew |
N/A
|
14K
$0
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.2K+ 7.75% |
N/A
|
184K
$0
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
13.2K+ 11.56% |
N/A
|
127K
$0
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
12KNew |
N/A
|
12K
$0
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.62KNew |
N/A
|
9.62K
$0
|
|
Jan 26, 2022
Q4 2021
|
Straight Path Wealth Management
|
BUY
|
- |
8.76KNew |
N/A
|
8.76K
$0
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.4KNew |
N/A
|
8.4K
$0
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.95KNew |
N/A
|
7.95K
$0
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
7.83K+ 14.47% |
N/A
|
61.9K
$0
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.26KNew |
N/A
|
7.26K
$0
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
7.05KNew |
N/A
|
7.05K
$0
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
6.71KNew |
N/A
|
6.71K
$0
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
6.66KNew |
N/A
|
6.66K
$0
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
6.49K+ 5.76% |
N/A
|
119K
$0
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.3K+ 39.77% |
N/A
|
22.1K
$0
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
5.13KNew |
N/A
|
5.13K
$0
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
5K+ 20.83% |
N/A
|
29K
$0
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
4.14K+ 3.08% |
N/A
|
138K
$0
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.97K+ 187.03% |
N/A
|
6.09K
$0
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.9K+ 26.98% |
N/A
|
18.4K
$0
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3.73KNew |
N/A
|
3.73K
$0
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
3.38KNew |
N/A
|
3.38K
$0
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
3.27K+ 7.23% |
N/A
|
48.5K
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.01K+ 10.35% |
N/A
|
32.1K
$0
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
2.52K+ 4.51% |
N/A
|
58.4K
$0
|
|
Jan 21, 2022
Q4 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.02K+ 5.71% |
N/A
|
37.3K
$0
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
1.77KNew |
N/A
|
1.77K
$0
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.66K+ 23.35% |
N/A
|
8.77K
$0
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.39K+ 0.44% |
N/A
|
317K
$0
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
1.36K+ 23.41% |
N/A
|
7.17K
$0
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
650+ 13.15% |
N/A
|
5.59K
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
615+ 2.88% |
N/A
|
22K
$0
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
610+ 2.37% |
N/A
|
26.4K
$0
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
606+ 0.99% |
N/A
|
61.8K
$0
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
595+ 3305.56% |
N/A
|
613
$0
|