Purchases and Sales Made in Q1 2024 in Innovator U.S. Equity Power Bu (POCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (POCT) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.1K- 49.07% |
$614K - $641K
|
17.8K
$715K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.5K- 7.8% |
$629K - $657K
|
207K
$8.34M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-22.8K- 11.78% |
$817K - $854K
|
171K
$6.86M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-37.9K- 32.41% |
$1.36M - $1.42M
|
79.1K
$3.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-42.2K- 4.63% |
$1.51M - $1.58M
|
870K
$35M
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-43.7K- 19.37% |
$1.57M - $1.64M
|
182K
$7.33M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-51.1K- 56.87% |
$1.83M - $1.92M
|
38.8K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-53.6K- 3.29% |
$1.92M - $2.01M
|
1.58M
$63.5M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-57.8K- 11.48% |
$2.07M - $2.17M
|
445K
$17.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-106K- 25.09% |
$3.82M - $3.99M
|
318K
$12.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-186K- 51.75% |
$6.68M - $6.98M
|
174K
$6.99M
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-208K- 86.76% |
$7.45M - $7.79M
|
31.7K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-268K- 79.12% |
$9.61M - $10M
|
70.7K
$2.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-336K- 35.52% |
$12.1M - $12.6M
|
611K
$24.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-721K- 79.45% |
$25.9M - $27M
|
187K
$7.51M
|