Purchases and Sales Made in Q4 2022 in Innovator U.S. Equity Power Bu (PDEC)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PDEC) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
BUY
|
- |
22.1KNew |
N/A
|
22.1K
$0
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
BUY
|
- |
21KNew |
N/A
|
21K
$0
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.9KNew |
N/A
|
20.9K
$0
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
20.3KNew |
N/A
|
20.3K
$0
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.5KNew |
N/A
|
19.5K
$0
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
19.3K+ 22.3% |
N/A
|
106K
$0
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
18.8KNew |
N/A
|
18.8K
$0
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
18.4KNew |
N/A
|
18.4K
$0
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
17.4KNew |
N/A
|
17.4K
$0
|
|
Feb 13, 2023
Q4 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
17.3KNew |
N/A
|
17.3K
$0
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
16.9KNew |
N/A
|
16.9K
$0
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
16.8K+ 132.7% |
N/A
|
29.4K
$0
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
16.4KNew |
N/A
|
16.4K
$0
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16KNew |
N/A
|
16K
$0
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.9KNew |
N/A
|
15.9K
$0
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
14.6K+ 200.98% |
N/A
|
21.8K
$0
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.3K+ 114.02% |
N/A
|
26.8K
$0
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
13.7K+ 17.26% |
N/A
|
93.4K
$0
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
13.2K+ 101.46% |
N/A
|
26.2K
$0
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
12.7K+ 78.49% |
N/A
|
29K
$0
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12.7KNew |
N/A
|
12.7K
$0
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
12.6KNew |
N/A
|
12.6K
$0
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
10.6KNew |
N/A
|
10.6K
$0
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.5K+ 59.25% |
N/A
|
28.3K
$0
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.41K+ 84.72% |
N/A
|
20.5K
$0
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
8.93K+ 404.35% |
N/A
|
11.1K
$0
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
8.93KNew |
N/A
|
8.93K
$0
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
8.5KNew |
N/A
|
8.5K
$0
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
8.38K+ 15.06% |
N/A
|
64K
$0
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.36KNew |
N/A
|
8.36K
$0
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
8.35K+ 4910.0% |
N/A
|
8.52K
$0
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8KNew |
N/A
|
8K
$0
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.89KNew |
N/A
|
7.89K
$0
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
7.68KNew |
N/A
|
7.68K
$0
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.47KNew |
N/A
|
7.47K
$0
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.95KNew |
N/A
|
6.95K
$0
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.81KNew |
N/A
|
6.81K
$0
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.41K+ 39.79% |
N/A
|
22.5K
$0
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
5.83K+ 7.3% |
N/A
|
85.6K
$0
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5.33K+ 83.49% |
N/A
|
11.7K
$0
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5.15K+ 30.29% |
N/A
|
22.2K
$0
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.09K+ 10.37% |
N/A
|
54.1K
$0
|
|
Feb 09, 2023
Q4 2022
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
4.87K+ 7.96% |
N/A
|
66K
$0
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.43K+ 43.24% |
N/A
|
14.7K
$0
|
|
Jan 30, 2023
Q4 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
3.64K+ 33.65% |
N/A
|
14.5K
$0
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.58KNew |
N/A
|
3.58K
$0
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.25K+ 35.18% |
N/A
|
12.5K
$0
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2.76K+ 246.95% |
N/A
|
3.87K
$0
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.66K+ 13.96% |
N/A
|
21.7K
$0
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.55KNew |
N/A
|
2.55K
$0
|