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 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
298+ 2.51% |
N/A
|
12.2K
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-86- 0.47% |
N/A
|
18.2K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-144- 0.03% |
N/A
|
513K
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-145- 0.33% |
N/A
|
43.3K
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-202Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-228- 0.76% |
N/A
|
29.6K
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-234- 0.38% |
N/A
|
61.5K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-450- 5.34% |
N/A
|
7.98K
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-534Closed |
N/A
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-613Closed |
N/A
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-639- 8.27% |
N/A
|
7.09K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-871- 3.61% |
N/A
|
23.3K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-940- 6.14% |
N/A
|
14.4K
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-960- 0.41% |
N/A
|
231K
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-1.25K- 4.93% |
N/A
|
24.1K
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.69K- 3.13% |
N/A
|
52.3K
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.63K- 2.88% |
N/A
|
88.9K
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-2.78K- 18.39% |
N/A
|
12.3K
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.95K- 3.58% |
N/A
|
79.4K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-3.34K- 4.74% |
N/A
|
67.1K
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.73K- 14.23% |
N/A
|
22.5K
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.1K- 40.35% |
N/A
|
6.06K
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.85K- 23.98% |
N/A
|
21.7K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-8.23K- 12.29% |
N/A
|
58.7K
$0
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-11K- 80.25% |
N/A
|
2.7K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-18.1K- 39.91% |
N/A
|
27.2K
$0
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-19KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-19.8K- 16.05% |
N/A
|
104K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-20.4K- 45.04% |
N/A
|
24.9K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22.4K- 8.32% |
N/A
|
247K
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.3KClosed |
N/A
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-70.6K- 90.02% |
N/A
|
7.82K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO
|
SELL
|
- |
-170K- 30.36% |
N/A
|
391K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-793KClosed |
N/A
|
0
$0
|