Purchases and Sales Made in Q4 2024 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.74K- 14.18% |
$247K - $255K
|
40.8K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.95K- 29.11% |
$291K - $300K
|
19.3K
$739K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-9.25K- 30.45% |
$339K - $350K
|
21.1K
$806K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-9.97K- 10.01% |
$365K - $377K
|
89.7K
$3.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-14.1K- 13.01% |
$516K - $532K
|
94.2K
$3.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-18.5K- 30.91% |
$677K - $699K
|
41.3K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-18.9K- 5.93% |
$692K - $714K
|
300K
$11.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-20.1K- 35.15% |
$736K - $760K
|
37.1K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-23.4K- 0.85% |
$859K - $886K
|
2.73M
$104M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.9K- 8.01% |
$1.35M - $1.39M
|
424K
$16.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-44.4K- 37.58% |
$1.62M - $1.68M
|
73.7K
$2.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-56.8K- 11.66% |
$2.08M - $2.15M
|
430K
$16.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-625K- 61.66% |
$22.9M - $23.6M
|
389K
$14.8M
|