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Innovator U.S. Equity Power Buffer ETF – September (BATS:PSEP) Shares Sold by Cypress Financial Planning LLC

Cypress Financial Planning LLC cut its holdings in shares of Innovator U.S. Equity Power Buffer ETF – September (BATS:PSEP – Get Rating) by 5.0% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 15,372 shares of the company’s stock after selling 805 shares during […]
Cypress Financial Planning Jpmorgan Chase Co Creative Financial Designs Inc Blue Bell Private Wealth Management Exchange Commission Power Buffer
Source: wkrb13.com

Cypress Financial Planning LLC Makes New Investment in Innovator U.S. Equity Power Buffer ETF – January (BATS:PJAN)

Cypress Financial Planning LLC acquired a new position in shares of Innovator U.S. Equity Power Buffer ETF – January (BATS:PJAN – Get Rating) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 7,104 shares of the company’s stock, valued at approximately $237,000. Other institutional investors […]
Wealthplan Investment Management Company Profile Lincoln National Corp Compass Advisory Group Cypress Financial Planning Exchange Commission

BCS Wealth Management Sells 2,366 Shares of 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 the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 20,094 shares of the company’s stock after selling 2,366 shares during […]
Accurate Wealth Management Exchange Commission Wealthplan Investment Management Coldstream Capital Management Inc My Personal Macroview Investment Management
Source: wkrb13.com

CRA Financial Services LLC Sells 43,966 Shares of Innovator U.S. Equity Power Buffer ETF – November (BATS:PNOV)

CRA Financial Services LLC lowered its position in Innovator U.S. Equity Power Buffer ETF – November (BATS:PNOV – Get Rating) by 32.7% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 90,392 shares of the company’s stock after selling 43,966 shares during the […]
Commonwealth Equity Services Advisor Group Holdings Inc Financial Services Exchange Commission Penserra Capital Management Cra Financial Services

Innovator U.S. Equity Power Buffer ETF – March (BATS:PMAR) Shares Sold by Cedar Brook Financial Partners LLC

Cedar Brook Financial Partners LLC reduced its position in Innovator U.S. Equity Power Buffer ETF – March (BATS:PMAR – Get Rating) by 3.2% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 17,780 shares of the company’s stock after selling 595 shares during the […]
Financial Group Wealth Management Cedar Brook Financial Partners Penserra Capital Management Power Buffer Get Rating

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Reston Wealth Management LLC Invests $359,000 in Innovator U.S. Equity Power Buffer ETF – November (BATS:PNOV)

Reston Wealth Management LLC acquired a new stake in Innovator U.S. Equity Power Buffer ETF – November (BATS:PNOV – Get Rating) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 11,900 shares of the company’s stock, valued at approximately $359,000. Several other […]
Reston Wealth Management Exchange Commission Goldstein Advisors Hightower Advisors Financial Advisors Ltd Power Buffer

Innovator U.S. Equity Power Buffer ETF – March (BATS:PMAR) Shares Bought by Range Financial Group LLC

Range Financial Group LLC increased its position in Innovator U.S. Equity Power Buffer ETF – March (BATS:PMAR – Get Rating) by 109.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 40,718 shares of the company’s stock after buying […]
Strategic Blueprint Lloyd Advisory Services Townsquare Capital Money Concepts Capital Corp Exchange Commission Financial Group
Source: wkrb13.com

Range Financial Group LLC Raises Stock Position in Innovator U.S. Equity Power Buffer ETF – December (BATS:PDEC)

Range Financial Group LLC boosted its position in Innovator U.S. Equity Power Buffer ETF – December (BATS:PDEC – Get Rating) by 884.0% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 166,544 shares of the company’s stock after purchasing an additional 149,619 […]
Securities Exchange Commission Steward Partners Investment Advisory Financial Group Truist Financial Corp Axxcess Wealth Management Range Financial Group

LaSalle St. Investment Advisors LLC Acquires Shares of 31,673 Innovator U.S. Equity Power Buffer ETF – November (BATS:PNOV)

LaSalle St. Investment Advisors LLC acquired a new stake in shares of Innovator U.S. Equity Power Buffer ETF – November (BATS:PNOV – Get Rating) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 31,673 shares of the company’s stock, valued at approximately $956,000. […]
United States Sunbelt Securities Inc Blair William Co Harbour Investments Inc Exchange Commission Investment Advisors

WealthPLAN Partners LLC Invests $4.35 Million in Innovator U.S. Equity Power Buffer ETF – April (BATS:PAPR)

WealthPLAN Partners LLC purchased a new position in Innovator U.S. Equity Power Buffer ETF – April (BATS:PAPR – Get Rating) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 149,483 shares of the company’s stock, valued at approximately $4,349,000. A number of other large […]
Wealth Management Wealthplan Partners Envestnet Asset Management Inc Exchange Commission Penserra Capital Management Wealthplan Investment Management

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