Purchases and Sales Made in Q1 2024 in Innovator U.S. Equity Power Bu (PMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PMAR) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.22M+ 1902.76% |
$43.3M - $44.9M
|
1.28M
$50.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
900K+ 2001.34% |
$32M - $33.1M
|
945K
$37.3M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
568K+ 225.67% |
$20.2M - $20.9M
|
820K
$32.4M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
517KNew |
$18.4M - $19M
|
517K
$20.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
358K+ 146.11% |
$12.7M - $13.2M
|
603K
$23.8M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
340K+ 20.09% |
$12.1M - $12.5M
|
2.03M
$80.3M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
270K+ 1271.61% |
$9.58M - $9.93M
|
291K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
220KNew |
$7.83M - $8.11M
|
220K
$8.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
170K+ 272.71% |
$6.03M - $6.25M
|
232K
$9.16M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
166K+ 188.61% |
$5.88M - $6.09M
|
253K
$10M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
97.4KNew |
$3.46M - $3.58M
|
97.4K
$3.84M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
90.5KNew |
$3.22M - $3.33M
|
90.5K
$3.57M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
90.3K+ 71.0% |
$3.21M - $3.32M
|
217K
$8.58M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
90.1KNew |
$3.2M - $3.32M
|
90.1K
$3.56M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
75.4K+ 91.47% |
$2.68M - $2.77M
|
158K
$6.23M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
73.6KNew |
$2.61M - $2.71M
|
73.6K
$2.9M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
72.8K+ 124.07% |
$2.58M - $2.68M
|
131K
$5.19M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
71.7K+ 708.97% |
$2.55M - $2.64M
|
81.8K
$3.23M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
70.2K+ 138.18% |
$2.49M - $2.58M
|
121K
$4.78M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
69.9K+ 8.29% |
$2.48M - $2.57M
|
913K
$36M
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
69K+ 306.84% |
$2.45M - $2.54M
|
91.4K
$3.61M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
65.1K+ 334.57% |
$2.31M - $2.4M
|
84.6K
$3.34M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
62.7K+ 124.05% |
$2.23M - $2.31M
|
113K
$4.47M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
59.7K+ 71.36% |
$2.12M - $2.2M
|
143K
$5.66M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
57.3KNew |
$2.04M - $2.11M
|
57.3K
$2.26M
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
56.4KNew |
$2M - $2.08M
|
56.4K
$2.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
54.7K+ 133.74% |
$1.94M - $2.01M
|
95.7K
$3.78M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
52.4K+ 275.95% |
$1.86M - $1.93M
|
71.3K
$2.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
52K+ 38.34% |
$1.85M - $1.91M
|
187K
$7.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
50.8K+ 89.09% |
$1.8M - $1.87M
|
108K
$4.26M
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
50K+ 129.77% |
$1.77M - $1.84M
|
88.5K
$3.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
49.8K+ 75.94% |
$1.77M - $1.83M
|
115K
$4.56M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
48K+ 1375.37% |
$1.7M - $1.77M
|
51.5K
$2.03M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
47.8K+ 39.53% |
$1.7M - $1.76M
|
169K
$6.66M
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
47.4KNew |
$1.68M - $1.75M
|
47.4K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
45.7KNew |
$1.62M - $1.68M
|
45.7K
$1.81M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
40.8KNew |
$1.45M - $1.5M
|
40.8K
$1.61M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
39.1KNew |
$1.39M - $1.44M
|
39.1K
$1.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
38.9KNew |
$1.38M - $1.43M
|
38.9K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
37.9KNew |
$1.34M - $1.39M
|
37.9K
$1.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
37.3K+ 228.56% |
$1.32M - $1.37M
|
53.6K
$2.12M
|
|
|
May 20, 2024
Q1 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
37KNew |
$1.32M - $1.36M
|
37K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
36.1K+ 47.96% |
$1.28M - $1.33M
|
111K
$4.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
35.6K+ 305.99% |
$1.26M - $1.31M
|
47.2K
$1.86M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
35.4KNew |
$1.26M - $1.3M
|
35.4K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
32.2KNew |
$1.14M - $1.19M
|
32.2K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
31.2KNew |
$1.11M - $1.15M
|
31.2K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30.5K+ 181.24% |
$1.08M - $1.12M
|
47.3K
$1.87M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30.2K+ 114.7% |
$1.07M - $1.11M
|
56.5K
$2.23M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
27.8K+ 27.34% |
$988K - $1.02M
|
130K
$5.12M
|