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Innovator U.S. Equity Power Buffer ETF – September (BATS:PSEP) Shares Bought by CRA Financial Services LLC

CRA Financial Services LLC boosted its stake in shares of Innovator U.S. Equity Power Buffer ETF – September (BATS:PSEP – Get Rating) by 66.7% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 11,508 shares of the company’s stock after purchasing an additional 4,603 shares during the period. […]
Joseph Group Capital Management Cra Financial Services Company Profile Steward Financial Group Financial Services Altfest Lj Co

Keystone Wealth Services LLC Makes New Investment in Innovator U.S. Equity Power Buffer ETF – February (BATS:PFEB)

Keystone Wealth Services LLC purchased a new position in shares of Innovator U.S. Equity Power Buffer ETF – February (BATS:PFEB – Get Rating) during the first quarter, Holdings Channel.com reports. The fund purchased 31,106 shares of the company’s stock, valued at approximately $909,000. A number of other hedge funds and other institutional investors also recently […]
Holdings Channel Sageview Advisory Group Advisory Services Company Profile Keystone Wealth Services Mcalister Sweet Associates Inc

Cypress Financial Planning LLC Has $207,000 Holdings in Innovator U.S. Equity Power Buffer ETF – May (BATS:PMAY)

Cypress Financial Planning LLC cut its stake in Innovator U.S. Equity Power Buffer ETF – May (BATS:PMAY – Get Rating) by 89.1% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 7,173 shares of the company’s stock after selling 58,794 shares […]
Palo Alto Wealth Advisors Exchange Commission Continuum Wealth Advisors Valtinson Bruner Financial Planning Cypress Financial Planning Power Buffer
Source: wkrb13.com

CRA Financial Services LLC Takes $291,000 Position in Innovator U.S. Equity Power Buffer ETF – March (BATS:PMAR)

CRA Financial Services LLC purchased a new stake in shares of Innovator U.S. Equity Power Buffer ETF – March (BATS:PMAR – Get Rating) during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 9,060 shares of the company’s stock, valued at approximately $291,000. CRA […]
Money Concepts Capital Corp Financial Services Cra Financial Services Townsquare Capital Strategic Blueprint Lloyd Advisory Services
Source: wkrb13.com

Cypress Financial Planning LLC Reduces Holdings in Innovator U.S. Equity Power Buffer ETF – September (BATS:PSEP)

Cypress Financial Planning LLC trimmed its stake in Innovator U.S. Equity Power Buffer ETF – September (BATS:PSEP – Get Rating) by 5.0% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 15,372 shares of the company’s stock after selling 805 shares during the […]
Coldstream Capital Management Inc Wealthplan Investment Management Exchange Commission Pinnacle Wealth Management Group Inc Weaver Consulting Group Stuart Chaussee Associates Inc

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BCS Wealth Management Sells 2,918 Shares of Innovator U.S. Equity Power Buffer ETF – November (BATS:PNOV)

BCS Wealth Management lessened its holdings in shares of Innovator U.S. Equity Power Buffer ETF – November (BATS:PNOV – Get Rating) by 6.8% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 39,971 shares of the company’s stock after selling 2,918 shares during the period. BCS Wealth Management […]
Creative Financial Designs Inc Blair William Co Jpmorgan Chase Co Power Buffer Get Rating Financial Designs

CRA Financial Services LLC Has $4.35 Million Position in Innovator U.S. Equity Power Buffer ETF – January (BATS:PJAN)

CRA Financial Services LLC boosted its holdings in shares of Innovator U.S. Equity Power Buffer ETF – January (BATS:PJAN – Get Rating) by 125.5% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 130,976 shares of the company’s stock after buying […]
Envestnet Asset Management Inc Penserra Capital Management Financial Services Advisors Inc Cra Financial Services Exchange Commission

BCS Wealth Management Has $636,000 Stake in Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL)

BCS Wealth Management reduced its stake in Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL – Get Rating) by 10.5% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 20,094 shares of the company’s stock after selling 2,366 shares during the quarter. […]
Company Profile Penserra Capital Management Investment Advisors Inc Altfest Lj Co Ae Wealth Management Exchange Commission

Cypress Financial Planning LLC Takes Position in Innovator U.S. Equity Power Buffer ETF – February (BATS:PFEB)

Cypress Financial Planning LLC purchased a new position in shares of Innovator U.S. Equity Power Buffer ETF – February (BATS:PFEB – Get Rating) in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 10,826 shares of the company’s stock, valued at approximately $318,000. […]
Cypress Financial Planning Lincoln National Corp Company Profile Penserra Capital Management Soltis Investment Advisors Securities Exchange Commission

Innovator U.S. Equity Power Buffer ETF – February (BATS:PFEB) Shares Purchased by BCS Wealth Management

BCS Wealth Management increased its holdings in shares of Innovator U.S. Equity Power Buffer ETF – February (BATS:PFEB – Get Rating) by 74.4% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 71,439 shares of the company’s stock after acquiring an additional 30,475 shares during […]
Financial Group Soltis Investment Advisors Ae Wealth Management Lincoln National Corp Penserra Capital Management Exchange Commission

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