Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-369- 0.38% |
$12.5K - $13.7K
|
97.3K
$4.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-410- 0.66% |
$13.8K - $15.3K
|
62.1K
$2.67M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-431- 2.51% |
$14.6K - $16.1K
|
16.7K
$719K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-500- 3.42% |
$16.9K - $18.6K
|
14.1K
$607K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-853- 4.16% |
$28.8K - $31.8K
|
19.7K
$846K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-906- 1.15% |
$30.6K - $33.7K
|
77.8K
$3.35M
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-936- 4.82% |
$31.6K - $34.9K
|
18.5K
$795K
|
|
|
Jan 09, 2024
Q4 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.07K- 15.12% |
$36.2K - $39.9K
|
6.01K
$259K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 4.16% |
$36.8K - $40.5K
|
25.1K
$1.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.09K- 10.16% |
$37K - $40.7K
|
9.68K
$416K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.13K- 2.44% |
$38.3K - $42.2K
|
45.2K
$1.95M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.18K- 4.48% |
$39.9K - $44K
|
25.2K
$1.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.6K- 20.51% |
$53.9K - $59.4K
|
6.19K
$266K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.75K- 9.98% |
$59.2K - $65.2K
|
15.8K
$680K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.81K- 2.88% |
$61.1K - $67.4K
|
61.1K
$2.63M
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-1.83K- 8.86% |
$62K - $68.3K
|
18.9K
$812K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.14K- 3.11% |
$72.2K - $79.6K
|
66.7K
$2.87M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.17K- 11.96% |
$73.4K - $80.9K
|
16K
$688K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.49K- 4.32% |
$84.2K - $92.9K
|
55.2K
$2.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.06K- 11.7% |
$104K - $114K
|
23.1K
$995K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.4K- 12.14% |
$115K - $127K
|
24.6K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
SELL
|
- |
-3.48K- 22.67% |
$117K - $129K
|
11.9K
$510K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-3.55K- 20.94% |
$120K - $132K
|
13.4K
$577K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-3.73K- 22.18% |
$126K - $139K
|
13.1K
$563K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-4.17K- 2.31% |
$141K - $155K
|
176K
$7.57M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-4.49K- 0.96% |
$152K - $167K
|
464K
$20M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-4.78K- 21.2% |
$161K - $178K
|
17.8K
$765K
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-5.62K- 15.33% |
$190K - $209K
|
31.1K
$1.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-12.6K- 45.58% |
$425K - $468K
|
15K
$646K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-12.6K- 18.64% |
$426K - $470K
|
55K
$2.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-17.2K- 43.14% |
$580K - $639K
|
22.6K
$973K
|
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-19.5K- 45.29% |
$659K - $727K
|
23.6K
$1.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23.3K- 71.78% |
$786K - $867K
|
9.15K
$394K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-24K- 51.8% |
$810K - $893K
|
22.3K
$960K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-27.6K- 59.39% |
$932K - $1.03M
|
18.9K
$812K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29.1K- 14.98% |
$983K - $1.08M
|
165K
$7.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-37.3K- 34.72% |
$1.26M - $1.39M
|
70.1K
$3.01M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-40.3K- 40.18% |
$1.36M - $1.5M
|
60K
$2.58M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-44.1K- 14.65% |
$1.49M - $1.64M
|
257K
$11.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-45.2K- 71.76% |
$1.53M - $1.68M
|
17.8K
$765K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-47.1K- 57.76% |
$1.59M - $1.76M
|
34.5K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-62.3K- 48.66% |
$2.11M - $2.32M
|
65.8K
$2.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-62.9K- 19.23% |
$2.13M - $2.34M
|
264K
$11.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-107K- 87.04% |
$3.62M - $4M
|
16K
$687K
|