Purchases and Sales Made in Q3 2023 in Innovator U.S. Small Cap Power (KJUL)
This table provides information about the institutional ownership of Innovator U.S. Small Cap Power (KJUL) during Q3 2023. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. SMALL CAP POWER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.21K+ 3.78% |
$29.9K - $31.9K
|
33.1K
$996K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 9.27% |
$28.8K - $30.7K
|
13.7K
$411K
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
988+ 6.31% |
$24.5K - $26.1K
|
16.7K
$501K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
840+ 5.42% |
$20.9K - $22.2K
|
16.3K
$492K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
620+ 3.97% |
$15.4K - $16.4K
|
16.2K
$488K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
445New |
$11K - $11.8K
|
445
$13.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
200+ 25.0% |
$4.97K - $5.29K
|
1K
$30.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
140+ 140.0% |
$3.48K - $3.7K
|
240
$7.22K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
100New |
$2.48K - $2.65K
|
100
$3.01K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-388- 10.43% |
$9.63K - $10.3K
|
3.33K
$100K
|
|
|
Nov 07, 2023
Q3 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-470- 1.25% |
$11.7K - $12.4K
|
37.2K
$1.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-752- 2.52% |
$18.7K - $19.9K
|
29.1K
$874K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.83K- 2.4% |
$45.5K - $48.4K
|
74.4K
$2.24M
|