Purchases and Sales Made in Q3 2023 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 2023. 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 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-466- 2.39% |
$16.2K - $16.7K
|
19K
$815K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-480- 1.56% |
$16.6K - $17.2K
|
30.3K
$1.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-505- 2.71% |
$17.5K - $18.1K
|
18.2K
$778K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-569- 0.26% |
$19.7K - $20.3K
|
217K
$9.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-594- 2.2% |
$20.6K - $21.2K
|
26.4K
$1.13M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-625- 0.84% |
$21.7K - $22.3K
|
74K
$3.17M
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-789- 3.32% |
$27.4K - $28.2K
|
22.9K
$983K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-876- 0.89% |
$30.4K - $31.3K
|
97.7K
$4.18M
|
|
|
Oct 19, 2023
Q3 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-880- 3.38% |
$30.5K - $31.5K
|
25.1K
$1.08M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-900- 5.81% |
$31.2K - $32.2K
|
14.6K
$626K
|
|
|
Nov 13, 2023
Q3 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-1K- 2.27% |
$34.7K - $35.8K
|
43K
$1.84M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.04K- 5.78% |
$36.1K - $37.2K
|
17K
$727K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.23K- 6.29% |
$42.5K - $43.8K
|
18.2K
$781K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.24K- 3.03% |
$43K - $44.4K
|
39.8K
$1.7M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.3K- 5.01% |
$45.1K - $46.5K
|
24.7K
$1.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.44K- 2.64% |
$49.8K - $51.3K
|
53K
$2.27M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.56K- 16.7% |
$54.1K - $55.8K
|
7.78K
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.63K- 3.72% |
$56.4K - $58.1K
|
42.1K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.03K- 8.99% |
$70.3K - $72.5K
|
20.5K
$879K
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.5K- 3.82% |
$86.7K - $89.4K
|
62.9K
$2.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.66K- 8.68% |
$92.2K - $95.1K
|
28K
$1.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.81K- 7.97% |
$97.5K - $100K
|
32.4K
$1.39M
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2.95K- 1.78% |
$102K - $106K
|
163K
$6.97M
|
|
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3K- 16.23% |
$104K - $107K
|
15.5K
$663K
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-3.36K- 8.39% |
$117K - $120K
|
36.7K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.73K- 6.07% |
$129K - $133K
|
57.7K
$2.47M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.87K- 11.89% |
$134K - $138K
|
28.7K
$1.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-4.05K- 10.44% |
$141K - $145K
|
34.8K
$1.49M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.47K- 13.29% |
$155K - $160K
|
29.2K
$1.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.57K- 5.2% |
$158K - $163K
|
83.3K
$3.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.65K- 6.54% |
$161K - $166K
|
66.4K
$2.85M
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-5.47K- 24.58% |
$190K - $196K
|
16.8K
$720K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.99K- 1.95% |
$208K - $214K
|
301K
$12.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.14K- 19.0% |
$213K - $220K
|
26.2K
$1.12M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-6.45KClosed |
$224K - $231K
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
SELL
|
- |
-6.58K- 24.13% |
$228K - $235K
|
20.7K
$887K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-6.6K- 22.64% |
$229K - $236K
|
22.6K
$966K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-6.85K- 3.66% |
$238K - $245K
|
180K
$7.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.76K- 87.75% |
$269K - $277K
|
1.08K
$46.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.42K- 33.61% |
$292K - $301K
|
16.6K
$712K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.29K- 10.59% |
$322K - $332K
|
78.5K
$3.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-9.41K- 23.64% |
$326K - $337K
|
30.4K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-9.57K- 48.58% |
$332K - $342K
|
10.1K
$434K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.1K- 7.32% |
$351K - $362K
|
128K
$5.49M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.5K- 1.75% |
$362K - $374K
|
586K
$25.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-10.5K- 36.39% |
$365K - $376K
|
18.4K
$788K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-12.4K- 15.45% |
$429K - $442K
|
67.6K
$2.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-15.2K- 19.45% |
$527K - $543K
|
63K
$2.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-15.3K- 50.39% |
$529K - $545K
|
15K
$643K
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-15.7K- 15.31% |
$544K - $561K
|
86.8K
$3.72M
|