Purchases and Sales Made in Q1 2025 in Innovator U.S. Equity Power Bu (PFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PFEB) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
375K+ 770.66% |
$13.3M - $14.1M
|
424K
$14.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
81.3KNew |
$2.89M - $3.04M
|
81.3K
$2.82M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
64.5KNew |
$2.29M - $2.42M
|
64.5K
$2.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
45.3K+ 614.24% |
$1.61M - $1.7M
|
52.7K
$1.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
38.5K+ 120.38% |
$1.37M - $1.44M
|
70.4K
$2.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
33.5K+ 85.8% |
$1.19M - $1.26M
|
72.7K
$2.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
26.3KNew |
$936K - $986K
|
26.3K
$912K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
23.9K+ 78.26% |
$850K - $895K
|
54.5K
$1.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
20.7K+ 15.57% |
$737K - $776K
|
154K
$5.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
19.3KNew |
$686K - $723K
|
19.3K
$669K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
18.7K+ 98.47% |
$666K - $702K
|
37.8K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
17.5K+ 11.88% |
$621K - $654K
|
164K
$5.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.9K+ 102.51% |
$496K - $522K
|
27.6K
$954K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
11.5KNew |
$407K - $429K
|
11.5K
$397K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8.7KNew |
$309K - $326K
|
8.7K
$301K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
8.07KNew |
$287K - $302K
|
8.07K
$280K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.09K+ 23.9% |
$252K - $266K
|
36.8K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
7.03KNew |
$250K - $263K
|
7.03K
$243K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5.05K+ 40.67% |
$179K - $189K
|
17.5K
$605K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.82K+ 49.67% |
$171K - $181K
|
14.5K
$503K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.64K+ 22.79% |
$129K - $136K
|
19.6K
$678K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.88K+ 8.95% |
$102K - $108K
|
35K
$1.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
2.69K+ 32.53% |
$95.7K - $101K
|
11K
$380K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
2.08K+ 7.78% |
$73.9K - $77.9K
|
28.8K
$997K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
893+ 266.57% |
$31.7K - $33.4K
|
1.23K
$42.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
500+ 6.09% |
$17.8K - $18.7K
|
8.71K
$302K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
450New |
$16K - $16.8K
|
450
$15.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
80+ 0.47% |
$2.84K - $3K
|
17.1K
$593K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-105- 0.48% |
$3.73K - $3.93K
|
21.8K
$755K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-128- 2.15% |
$4.55K - $4.79K
|
5.82K
$201K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-135- 6.98% |
$4.8K - $5.05K
|
1.8K
$62.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-163- 0.19% |
$5.79K - $6.1K
|
84.7K
$2.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-3.04K- 25.25% |
$108K - $114K
|
8.99K
$311K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-278K- 80.78% |
$9.86M - $10.4M
|
66K
$2.29M
|