Purchases and Sales Made in Q4 2023 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 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 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
16.4K+ 458.29% |
N/A
|
20K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
15.3K+ 156.62% |
N/A
|
25K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
14.2K+ 79.04% |
N/A
|
32.2K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.6K+ 19.76% |
N/A
|
82.3K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
11.8K+ 15.64% |
N/A
|
87.4K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
11.6K+ 46.58% |
N/A
|
36.6K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
11.6KNew |
N/A
|
11.6K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
11.5KNew |
N/A
|
11.5K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.4KNew |
N/A
|
11.4K
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
BUY
|
- |
11.2K+ 25.11% |
N/A
|
55.9K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.1KNew |
N/A
|
11.1K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10.7K+ 77.61% |
N/A
|
24.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.4KNew |
N/A
|
10.4K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
9.56KNew |
N/A
|
9.56K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
9.56K+ 251.58% |
N/A
|
13.4K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
9.25KNew |
N/A
|
9.25K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
9.22K+ 37.58% |
N/A
|
33.7K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.67KNew |
N/A
|
8.67K
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
8.5K+ 33.91% |
N/A
|
33.6K
$0
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.33KNew |
N/A
|
8.33K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
7.98KNew |
N/A
|
7.98K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.55KNew |
N/A
|
7.55K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
7.54K+ 41.0% |
N/A
|
25.9K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
6.76KNew |
N/A
|
6.76K
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
6.76KNew |
N/A
|
6.76K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6.58K+ 56.22% |
N/A
|
18.3K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.32KNew |
N/A
|
6.32K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.05K+ 63.48% |
N/A
|
15.6K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
5.7KNew |
N/A
|
5.7K
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
5.53K+ 14.56% |
N/A
|
43.5K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.93K+ 6.8% |
N/A
|
77.4K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.32K+ 183.41% |
N/A
|
6.68K
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.99K+ 17.7% |
N/A
|
26.5K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.92K+ 17.49% |
N/A
|
26.3K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.25KNew |
N/A
|
3.25K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
2.89K+ 0.78% |
N/A
|
372K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.79K+ 16.07% |
N/A
|
20.1K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.64K+ 10.6% |
N/A
|
27.6K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.49K+ 22.37% |
N/A
|
13.6K
$0
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.26K+ 27.29% |
N/A
|
10.6K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.98KNew |
N/A
|
1.98K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.77KNew |
N/A
|
1.77K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.72K+ 26.03% |
N/A
|
8.33K
$0
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.51K+ 17.28% |
N/A
|
10.2K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.42KNew |
N/A
|
1.42K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.29K+ 10.03% |
N/A
|
14.1K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
850+ 13.71% |
N/A
|
7.05K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
651+ 0.92% |
N/A
|
71.7K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
640+ 4.98% |
N/A
|
13.5K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
582New |
N/A
|
582
$0
|