Purchases and Sales Made in Q2 2024 in Innovator U.S. Equity Power Bu (PAPR)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PAPR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.07M+ 1527.98% |
$35.1M - $37.3M
|
1.15M
$41.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
841K+ 227.12% |
$27.4M - $29.2M
|
1.21M
$43.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
815K+ 1007.71% |
$26.6M - $28.3M
|
896K
$32.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
715K+ 144.05% |
$23.3M - $24.8M
|
1.21M
$43.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
566KNew |
$18.5M - $19.6M
|
566K
$20.5M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
445K+ 197.4% |
$14.5M - $15.4M
|
670K
$24.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
370KNew |
$12.1M - $12.8M
|
370K
$13.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
302K+ 199.04% |
$9.87M - $10.5M
|
454K
$16.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
269KNew |
$8.78M - $9.34M
|
269K
$9.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
250KNew |
$8.16M - $8.68M
|
250K
$9.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
231K+ 12919.1% |
$7.55M - $8.03M
|
233K
$8.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
226KNew |
$7.37M - $7.84M
|
226K
$8.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
210K+ 133.63% |
$6.86M - $7.3M
|
368K
$13.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
170KNew |
$5.54M - $5.89M
|
170K
$6.15M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
166K+ 82.29% |
$5.42M - $5.77M
|
368K
$13.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
162KNew |
$5.3M - $5.64M
|
162K
$5.89M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
154K+ 100.15% |
$5.01M - $5.33M
|
307K
$11.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
142KNew |
$4.62M - $4.91M
|
142K
$5.13M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
122KNew |
$4M - $4.25M
|
122K
$4.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
116KNew |
$3.8M - $4.04M
|
116K
$4.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
116K+ 117.21% |
$3.77M - $4.01M
|
214K
$7.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
112K+ 306.41% |
$3.65M - $3.88M
|
148K
$5.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
108KNew |
$3.54M - $3.76M
|
108K
$3.93M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
94.5KNew |
$3.08M - $3.28M
|
94.5K
$3.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
80.3K+ 1323.35% |
$2.62M - $2.78M
|
86.3K
$3.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
74.1KNew |
$2.42M - $2.57M
|
74.1K
$2.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
71.6KNew |
$2.33M - $2.48M
|
71.6K
$2.59M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
70.9KNew |
$2.31M - $2.46M
|
70.9K
$2.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
62.4K+ 34.29% |
$2.04M - $2.17M
|
245K
$8.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
62.3K+ 6.22% |
$2.03M - $2.16M
|
1.06M
$38.5M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
61.3K+ 78.55% |
$2M - $2.13M
|
139K
$5.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
60.6KNew |
$1.98M - $2.1M
|
60.6K
$2.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
58.9K+ 890.87% |
$1.92M - $2.04M
|
65.5K
$2.37M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
57.8K+ 617.71% |
$1.89M - $2.01M
|
67.2K
$2.44M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
57.6KNew |
$1.88M - $2M
|
57.6K
$2.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
54.4KNew |
$1.77M - $1.89M
|
54.4K
$1.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
54.1K+ 44.59% |
$1.77M - $1.88M
|
176K
$6.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
50.6KNew |
$1.65M - $1.75M
|
50.6K
$1.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
49.6KNew |
$1.62M - $1.72M
|
49.6K
$1.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
49.3K+ 27.52% |
$1.61M - $1.71M
|
228K
$8.27M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
48.7KNew |
$1.59M - $1.69M
|
48.7K
$1.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
47.3KNew |
$1.54M - $1.64M
|
47.3K
$1.71M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
47.1K+ 44.35% |
$1.54M - $1.63M
|
153K
$5.55M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
46.6K+ 377.06% |
$1.52M - $1.62M
|
59K
$2.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
46.5K+ 28.26% |
$1.52M - $1.61M
|
211K
$7.65M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46K+ 22.98% |
$1.5M - $1.6M
|
246K
$8.92M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
45.7K+ 191.58% |
$1.49M - $1.59M
|
69.6K
$2.52M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.8K+ 309.53% |
$1.33M - $1.41M
|
53.9K
$1.95M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
37.4K+ 83.31% |
$1.22M - $1.3M
|
82.3K
$2.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
35.6K+ 166.8% |
$1.16M - $1.23M
|
56.9K
$2.06M
|