Purchases and Sales Made in Q3 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.51K- 0.18% |
$44.4K - $48.4K
|
827K
$35.4M
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.73K- 6.34% |
$50.9K - $55.5K
|
25.6K
$1.1M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.85K- 3.47% |
$54.4K - $59.4K
|
51.4K
$2.2M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.95K- 7.44% |
$57.3K - $62.5K
|
24.2K
$1.04M
|
|
Nov 07, 2022
Q3 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2.04K- 3.36% |
$60.1K - $65.6K
|
58.8K
$2.52M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.11K- 3.55% |
$62.2K - $67.8K
|
57.4K
$2.46M
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-2.46K- 6.5% |
$72.4K - $78.9K
|
35.4K
$1.52M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.74K- 3.97% |
$80.6K - $87.9K
|
66.2K
$2.84M
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.97K- 16.03% |
$87.5K - $95.4K
|
15.6K
$667K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.99K- 6.36% |
$87.8K - $95.8K
|
43.9K
$1.88M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-3.36K- 12.66% |
$98.9K - $108K
|
23.2K
$993K
|
|
Nov 14, 2022
Q3 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.83K- 4.01% |
$113K - $123K
|
91.7K
$3.93M
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-5.01K- 15.68% |
$148K - $161K
|
27K
$1.15M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.32K- 14.02% |
$157K - $171K
|
32.6K
$1.4M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-5.54K- 2.29% |
$163K - $178K
|
237K
$10.1M
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-5.72K- 1.16% |
$168K - $183K
|
486K
$20.8M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.48K- 28.84% |
$220K - $240K
|
18.5K
$791K
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.73K- 13.17% |
$257K - $280K
|
57.5K
$2.46M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-10.4K- 10.76% |
$305K - $332K
|
85.9K
$3.68M
|
|
Oct 26, 2022
Q3 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-12.1K- 1.53% |
$356K - $388K
|
778K
$33.3M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.5K- 14.68% |
$368K - $401K
|
72.6K
$3.11M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-16.1K- 43.34% |
$473K - $515K
|
21K
$900K
|
|
Oct 19, 2022
Q3 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-18K- 8.96% |
$530K - $577K
|
183K
$7.83M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.1K- 13.56% |
$592K - $646K
|
128K
$5.5M
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-20.3K- 37.81% |
$597K - $651K
|
33.3K
$1.43M
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-24.1K- 13.05% |
$710K - $774K
|
161K
$6.88M
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-31.4K- 12.93% |
$925K - $1.01M
|
212K
$9.08M
|
|
Oct 20, 2022
Q3 2022
|
Compass Advisory Group LLC
|
SELL
|
- |
-32.1K- 24.88% |
$946K - $1.03M
|
97.1K
$4.16M
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-32.2K- 41.59% |
$948K - $1.03M
|
45.2K
$1.94M
|
|
Jan 12, 2023
Q3 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-50.8K- 35.93% |
$1.49M - $1.63M
|
90.5K
$3.88M
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-53.7K- 19.88% |
$1.58M - $1.72M
|
216K
$9.27M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-56.4K- 9.37% |
$1.66M - $1.81M
|
546K
$23.4M
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-60.5K- 68.93% |
$1.78M - $1.94M
|
27.3K
$1.17M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-76.9K- 61.41% |
$2.26M - $2.47M
|
48.3K
$2.07M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-105K- 45.03% |
$3.08M - $3.36M
|
128K
$5.48M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-186K- 22.78% |
$5.47M - $5.96M
|
630K
$27M
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-510K- 71.26% |
$15M - $16.4M
|
206K
$8.81M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-698K- 81.9% |
$20.5M - $22.4M
|
154K
$6.61M
|