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
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
26.8K+ 407.98% |
$953K - $988K
|
33.4K
$1.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
26.1K+ 271.98% |
$927K - $961K
|
35.7K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
25.8KNew |
$918K - $951K
|
25.8K
$1.02M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
24.3K+ 235.43% |
$864K - $896K
|
34.7K
$1.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
22.3KNew |
$791K - $820K
|
22.3K
$879K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.9K+ 16.25% |
$777K - $806K
|
157K
$6.18M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.3KNew |
$757K - $785K
|
21.3K
$842K
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
20.6KNew |
$730K - $757K
|
20.6K
$812K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
19.8KNew |
$702K - $728K
|
19.8K
$781K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
19.6KNew |
$696K - $721K
|
19.6K
$774K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
18.1K+ 132.94% |
$643K - $667K
|
31.7K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
16.9K+ 168.28% |
$599K - $621K
|
26.9K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
16.8KNew |
$596K - $618K
|
16.8K
$663K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.7K+ 115.64% |
$594K - $616K
|
31.2K
$1.23M
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
16.7KNew |
$592K - $614K
|
16.7K
$659K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
16.2K+ 2.14% |
$577K - $598K
|
777K
$30.7M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.1K+ 26.16% |
$536K - $555K
|
72.8K
$2.87M
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
14.7KNew |
$522K - $541K
|
14.7K
$581K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14.7K+ 70.71% |
$522K - $541K
|
35.5K
$1.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
14.7KNew |
$521K - $540K
|
14.7K
$579K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
14.6K+ 102.04% |
$518K - $537K
|
28.9K
$1.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
14.3KNew |
$509K - $528K
|
14.3K
$566K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.3KNew |
$509K - $528K
|
14.3K
$566K
|
|
|
May 15, 2024
Q1 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
14KNew |
$498K - $516K
|
14K
$553K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.5K+ 104.06% |
$480K - $497K
|
26.5K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.4K+ 76.36% |
$474K - $491K
|
30.8K
$1.22M
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
11.9K+ 14.8% |
$422K - $437K
|
92.1K
$3.64M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
11.8K+ 16.99% |
$419K - $434K
|
81.3K
$3.21M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
11.6K+ 97.06% |
$412K - $427K
|
23.6K
$930K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11KNew |
$392K - $406K
|
11K
$436K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10.8KNew |
$382K - $396K
|
10.8K
$424K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.6K+ 134.44% |
$377K - $390K
|
18.5K
$730K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.5K+ 97.6% |
$372K - $386K
|
21.2K
$838K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.84K+ 617.45% |
$349K - $362K
|
11.4K
$451K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.65KNew |
$343K - $355K
|
9.65K
$381K
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
9.51KNew |
$338K - $350K
|
9.51K
$376K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
9.5KNew |
$337K - $350K
|
9.5K
$375K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.39K+ 69.59% |
$334K - $346K
|
22.9K
$904K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8.84KNew |
$314K - $326K
|
8.84K
$349K
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
8.5KNew |
$302K - $313K
|
8.5K
$336K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.42K+ 7.53% |
$299K - $310K
|
120K
$4.75M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.34K+ 91.37% |
$296K - $307K
|
17.5K
$690K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.31KNew |
$295K - $306K
|
8.31K
$328K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.09KNew |
$287K - $298K
|
8.09K
$319K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
7.95KNew |
$282K - $293K
|
7.95K
$314K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7.62KNew |
$271K - $281K
|
7.62K
$301K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
7.17KNew |
$254K - $264K
|
7.17K
$283K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.7KNew |
$238K - $247K
|
6.7K
$265K
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
6.41KNew |
$228K - $236K
|
6.41K
$253K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
6.27K+ 30.83% |
$223K - $231K
|
26.6K
$1.05M
|