Purchases and Sales Made in Q2 2022 in Innovator U.S. Equity Power Bu (POCT)

POCT Quotes by TradingView

This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (POCT) during Q2 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
Jul 15, 2022 Q2 2022
Transform Wealth, LLC

BUY
 -
1.3M
New
$35.8M - $39.4M
1.3M $52.2M
Aug 15, 2022 Q2 2022
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
330K
New
$9.1M - $10M
330K $13.3M
Jul 22, 2022 Q2 2022
Forvis Wealth Advisors, LLC

BUY
 -
183K
New
$5.06M - $5.56M
183K $7.38M
Jan 12, 2023 Q2 2022
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
151K
New
$4.17M - $4.58M
151K $6.08M
Aug 15, 2022 Q2 2022
Penserra Capital Management LLC

Orinda, CA
BUY
 -
73.3K
+ 27.06%
$2.02M - $2.22M
344K $13.9M
Jul 15, 2022 Q2 2022
Advisory Alpha, LLC

BUY
 -
32.7K
New
$904K - $993K
32.7K $1.32M
Jul 12, 2022 Q2 2022
Sugarloaf Wealth Management, LLC

BUY
 -
30.7K
New
$847K - $931K
30.7K $1.24M
Jul 21, 2022 Q2 2022
Cra Financial Services, LLC

BUY
 -
27.3K
+ 293.6%
$753K - $827K
36.6K $1.47M
Aug 05, 2022 Q2 2022
Old Mission Capital LLC

BUY
 -
22.1K
New
$610K - $670K
22.1K $889K
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

BUY
 -
21.2K
+ 8.81%
$584K - $642K
261K $10.5M
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
10.2K
New
$283K - $311K
10.2K $412K
Jul 14, 2022 Q2 2022
Compass Advisory Group LLC

BUY
 -
9.31K
New
$257K - $282K
9.31K $375K
Aug 02, 2022 Q2 2022
Avantax Advisory Services, Inc.

BUY
 -
9.3K
+ 134.49%
$257K - $282K
16.2K $653K
Jul 20, 2022 Q2 2022
Cypress Financial Planning LLC

BUY
 -
9.05K
New
$250K - $274K
9.05K $364K
Aug 12, 2022 Q2 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
8.34K
+ 37.17%
$230K - $253K
30.8K $1.24M
Jul 08, 2022 Q2 2022
City Holding CO

BUY
 -
8K
+ 7.65%
$221K - $243K
113K $4.53M
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

BUY
 -
7.77K
+ 16.67%
$214K - $236K
54.4K $2.19M
Aug 03, 2022 Q2 2022
Ae Wealth Management LLC

BUY
 -
6.08K
+ 16.37%
$168K - $184K
43.2K $1.74M
Aug 16, 2022 Q2 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
5.77K
+ 61.6%
$159K - $175K
15.1K $609K
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
4.73K
+ 24.05%
$131K - $143K
24.4K $982K
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
4.19K
New
$116K - $127K
4.19K $169K
Jul 20, 2022 Q2 2022
Applied Capital LLC

BUY
 -
2.7K
+ 29.2%
$74.4K - $81.8K
11.9K $480K
Aug 15, 2022 Q2 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
2.65K
+ 24.61%
$73.2K - $80.4K
13.4K $540K
Aug 16, 2022 Q2 2022
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
2.47K
+ 4.61%
$68.1K - $74.8K
56K $2.25M
Aug 11, 2022 Q2 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
2.2K
+ 8.52%
$60.8K - $66.8K
28.1K $1.13M
Aug 10, 2022 Q2 2022
Betterment LLC

New York, NY
BUY
 -
1.46K
+ 9.56%
$40.3K - $44.3K
16.7K $673K
Aug 04, 2022 Q2 2022
Dhjj Financial Advisors, Ltd.

BUY
 -
1.28K
+ 10.89%
$35.2K - $38.7K
13K $523K
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.22K
+ 0.79%
$33.7K - $37.1K
156K $6.29M
Jul 20, 2022 Q2 2022
Cornerstone Wealth Group, LLC

BUY
 -
797
+ 2.76%
$22K - $24.2K
29.7K $1.2M
Aug 12, 2022 Q2 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
680
+ 7.65%
$18.8K - $20.6K
9.57K $385K
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 -
608
New
$16.8K - $18.4K
608 $24.5K
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

BUY
 -
482
+ 1.39%
$13.3K - $14.6K
35.1K $1.41M
Aug 15, 2022 Q2 2022
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
313
+ 0.77%
$8.64K - $9.49K
40.8K $1.64M
Aug 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
220
+ 0.94%
$6.07K - $6.67K
23.6K $949K
Aug 10, 2022 Q2 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
50
+ 0.46%
$1.38K - $1.52K
10.9K $440K
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 08, 2022 Q2 2022
Worth Asset Management, LLC

SELL
 -
-25
Closed
$690 - $758
0 $0
Aug 11, 2022 Q2 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-262
- 0.64%
$7.23K - $7.95K
40.9K $1.65M
Jul 22, 2022 Q2 2022
Spire Wealth Management

SELL
 -
-279
- 0.8%
$7.7K - $8.46K
34.6K $1.39M
Aug 04, 2022 Q2 2022
Bedel Financial Consulting, Inc.

SELL
 -
-342
- 2.73%
$9.44K - $10.4K
12.2K $491K
Jul 20, 2022 Q2 2022
Weaver Consulting Group

SELL
 -
-505
- 4.73%
$13.9K - $15.3K
10.2K $410K
Aug 03, 2022 Q2 2022
Janney Montgomery Scott LLC

SELL
 -
-558
- 1.49%
$15.4K - $16.9K
37K $1.49M
Jul 29, 2022 Q2 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-600
- 4.33%
$16.6K - $18.2K
13.2K $533K
Aug 15, 2022 Q2 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-626
- 6.83%
$17.3K - $19K
8.54K $344K
Aug 22, 2022 Q2 2022
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-656
- 4.87%
$18.1K - $19.9K
12.8K $516K
Aug 12, 2022 Q2 2022
First Commonwealth Financial Corp

Indiana, PA
SELL
 -
-682
- 3.26%
$18.8K - $20.7K
20.2K $814K
Jul 14, 2022 Q2 2022
Strategic Asset Management, LLC

SELL
 -
-717
- 67.83%
$19.8K - $21.7K
340 $13.7K
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-987
- 1.77%
$27.2K - $29.9K
54.8K $2.21M
Aug 13, 2024 Q2 2022
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-1K
Closed
$27.6K - $30.3K
0 $0

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