Purchases and Sales Made in Q2 2023 in Innovator U.S. Equity Power Bu (PJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
828+ 13.73% |
$25.2K - $26.2K
|
6.86K
$262K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
632+ 3.87% |
$19.2K - $20K
|
17K
$648K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
500+ 7.49% |
$15.2K - $15.8K
|
7.18K
$274K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
455New |
$13.8K - $14.4K
|
455
$17.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
446New |
$13.6K - $14.1K
|
446
$17K
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
435+ 4.36% |
$13.2K - $13.8K
|
10.4K
$398K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
308+ 0.13% |
$9.37K - $9.75K
|
237K
$9.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
300+ 1.47% |
$9.13K - $9.5K
|
20.7K
$791K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
129+ 35.73% |
$3.93K - $4.09K
|
490
$18.7K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
23+ 0.12% |
$700 - $728
|
20K
$763K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
19+ 3.49% |
$578 - $602
|
563
$21.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2- 0.01% |
$60.9 - $63.3
|
17.9K
$684K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-35- 0.26% |
$1.07K - $1.11K
|
13.3K
$509K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-48- 0.57% |
$1.46K - $1.52K
|
8.37K
$319K
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-290- 1.55% |
$8.82K - $9.18K
|
18.4K
$702K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-658- 3.45% |
$20K - $20.8K
|
18.4K
$703K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.72K- 4.65% |
$52.3K - $54.4K
|
35.2K
$1.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.77K- 9.39% |
$53.8K - $56K
|
17.1K
$651K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.11K- 16.99% |
$64.1K - $66.7K
|
10.3K
$393K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.54K- 2.97% |
$77.3K - $80.4K
|
83.1K
$3.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-2.6K- 12.81% |
$79K - $82.2K
|
17.7K
$674K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.71K- 9.07% |
$82.4K - $85.8K
|
27.1K
$1.04M
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-3.53K- 20.61% |
$107K - $112K
|
13.6K
$519K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.88K- 24.84% |
$118K - $123K
|
11.8K
$448K
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-18.8K- 52.93% |
$572K - $595K
|
16.7K
$638K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-33.4K- 3.76% |
$1.02M - $1.06M
|
853K
$32.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-108K- 11.55% |
$3.28M - $3.42M
|
826K
$31.5M
|