Purchases and Sales Made in Q1 2023 in Innovator Etfs Tr Emerging Mkt (EJUL)
This table provides information about the institutional ownership of Innovator Etfs Tr Emerging Mkt (EJUL) during Q1 2023. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR EMERGING MKT.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
710K+ 5506.72% |
$16.1M - $17.4M
|
723K
$17.6M
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
469KNew |
$10.6M - $11.5M
|
469K
$11.4M
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
69.3KNew |
$1.57M - $1.7M
|
69.3K
$1.69M
|
|
May 15, 2023
Q1 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
26.5KNew |
$601K - $651K
|
26.5K
$647K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.3KNew |
$483K - $524K
|
21.3K
$520K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
16.9KNew |
$382K - $414K
|
16.9K
$411K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.1K+ 20.05% |
$296K - $321K
|
78.3K
$1.91M
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
9.64KNew |
$219K - $237K
|
9.64K
$235K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.25KNew |
$210K - $227K
|
9.25K
$226K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.05KNew |
$205K - $222K
|
9.05K
$221K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7.8KNew |
$177K - $192K
|
7.8K
$190K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7.34KNew |
$166K - $180K
|
7.34K
$179K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.18K+ 20.63% |
$94.6K - $103K
|
24.4K
$595K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.17KNew |
$49.2K - $53.3K
|
2.17K
$52.9K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.52K+ 5.66% |
$34.3K - $37.2K
|
28.3K
$690K
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.28K+ 2.01% |
$29K - $31.4K
|
65.1K
$1.59M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.11K+ 3.79% |
$25.2K - $27.3K
|
30.5K
$744K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
563+ 586.46% |
$12.8K - $13.8K
|
659
$16.1K
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
530+ 2.68% |
$12K - $13K
|
20.3K
$495K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
530+ 3.39% |
$12K - $13K
|
16.2K
$395K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
460+ 5.12% |
$10.4K - $11.3K
|
9.45K
$230K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
258+ 1.98% |
$5.85K - $6.34K
|
13.3K
$323K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
200+ 0.96% |
$4.53K - $4.91K
|
20.9K
$511K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-35- 0.16% |
$793 - $860
|
21.2K
$518K
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-64- 0.37% |
$1.45K - $1.57K
|
17.3K
$422K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-377- 2.23% |
$8.55K - $9.26K
|
16.5K
$403K
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-546- 0.82% |
$12.4K - $13.4K
|
66.1K
$1.61M
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-667- 1.01% |
$15.1K - $16.4K
|
65.1K
$1.59M
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 2.15% |
$24.2K - $26.2K
|
48.5K
$1.18M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.74K- 39.88% |
$130K - $141K
|
8.66K
$211K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.88K- 50.0% |
$133K - $144K
|
5.88K
$143K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8K- 9.17% |
$181K - $196K
|
79.2K
$1.93M
|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-190K- 94.31% |
$4.31M - $4.67M
|
11.5K
$280K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-370K- 99.7% |
$8.4M - $9.1M
|
1.11K
$27K
|