Purchases and Sales Made in Q3 2021 in Innovator U.S. Equity Power Bu (PJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJAN) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
167K+ 269.36% |
$5.4M - $5.49M
|
229K
$9.63M
|
|
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
90.1K+ 68.34% |
$2.91M - $2.96M
|
222K
$9.33M
|
|
Nov 15, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
58.6K+ 2963.11% |
$1.9M - $1.93M
|
60.6K
$2.55M
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
44.8KNew |
$1.45M - $1.47M
|
44.8K
$1.88M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
44.6K+ 162.68% |
$1.44M - $1.46M
|
71.9K
$3.02M
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
43.6K+ 9.58% |
$1.41M - $1.43M
|
499K
$21M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.2K+ 11.68% |
$1.37M - $1.39M
|
404K
$17M
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
26.7K+ 19.23% |
$862K - $877K
|
165K
$6.95M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
21.8K+ 81.86% |
$706K - $718K
|
48.5K
$2.04M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.5K+ 13.81% |
$468K - $476K
|
119K
$5.02M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.5K+ 167.32% |
$341K - $347K
|
16.8K
$708K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.68K+ 66.71% |
$151K - $154K
|
11.7K
$491K
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.1KNew |
$133K - $135K
|
4.1K
$172K
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.02K+ 2.06% |
$97.5K - $99.2K
|
149K
$6.28M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.02K+ 15.24% |
$65.2K - $66.3K
|
15.3K
$641K
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
2KNew |
$64.7K - $65.7K
|
2K
$84.1K
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
945+ 6.34% |
$30.6K - $31.1K
|
15.9K
$667K
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
755New |
$24.4K - $24.8K
|
755
$31.7K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
460+ 31.51% |
$14.9K - $15.1K
|
1.92K
$80.7K
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
442+ 29.29% |
$14.3K - $14.5K
|
1.95K
$82K
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
421+ 1.91% |
$13.6K - $13.8K
|
22.5K
$945K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-79- 0.07% |
$2.55K - $2.6K
|
121K
$5.09M
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-82- 0.1% |
$2.65K - $2.7K
|
85.5K
$3.6M
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-200- 28.57% |
$6.47K - $6.57K
|
500
$21K
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-385- 2.33% |
$12.4K - $12.7K
|
16.1K
$679K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-393- 0.4% |
$12.7K - $12.9K
|
98.8K
$4.16M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-450- 4.44% |
$14.5K - $14.8K
|
9.7K
$408K
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-462- 2.23% |
$14.9K - $15.2K
|
20.3K
$853K
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-463- 1.41% |
$15K - $15.2K
|
32.4K
$1.36M
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-506- 6.69% |
$16.4K - $16.6K
|
7.06K
$297K
|
|
Oct 25, 2021
Q3 2021
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-860- 0.51% |
$27.8K - $28.3K
|
167K
$7.01M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-1.02K- 6.01% |
$32.9K - $33.4K
|
15.9K
$668K
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.03K- 4.05% |
$33.3K - $33.9K
|
24.4K
$1.03M
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.31K- 2.81% |
$42.3K - $43K
|
45.2K
$1.9M
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.05KClosed |
$66.3K - $67.4K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-2.08K- 60.1% |
$67.1K - $68.2K
|
1.38K
$57.9K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.53K- 68.34% |
$81.6K - $83K
|
1.17K
$49.2K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.68K- 6.54% |
$86.7K - $88.2K
|
38.3K
$1.61M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.87K- 4.35% |
$92.9K - $94.5K
|
63.1K
$2.65M
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.58K- 22.58% |
$116K - $118K
|
12.3K
$516K
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.72K- 2.37% |
$120K - $122K
|
153K
$6.43M
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.13K- 3.77% |
$133K - $136K
|
105K
$4.43M
|
|
Oct 13, 2021
Q3 2021
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-5.58K- 4.67% |
$180K - $183K
|
114K
$4.78M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.59K- 6.31% |
$181K - $184K
|
83K
$3.49M
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.7K- 38.42% |
$184K - $187K
|
9.14K
$384K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.77K- 37.85% |
$187K - $190K
|
9.48K
$399K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.82K- 17.04% |
$188K - $191K
|
28.3K
$1.19M
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6.36KClosed |
$206K - $209K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-7.31K- 15.19% |
$236K - $240K
|
40.8K
$1.72M
|