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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
958K+ 34.75% |
$34.1M - $35.9M
|
3.72M
$138M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
867K+ 605.36% |
$30.8M - $32.5M
|
1.01M
$37.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
736K+ 183.92% |
$26.2M - $27.6M
|
1.14M
$42.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
375K+ 770.66% |
$13.3M - $14.1M
|
424K
$15.8M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
363K+ 389.24% |
$12.9M - $13.6M
|
456K
$17M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
326KNew |
$11.6M - $12.2M
|
326K
$12.1M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
213K+ 1337.95% |
$7.55M - $7.96M
|
228K
$8.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
142K+ 194.59% |
$5.04M - $5.31M
|
215K
$7.99M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
133K+ 50.65% |
$4.72M - $4.98M
|
395K
$14.7M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
110K+ 50.23% |
$3.91M - $4.12M
|
329K
$12.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
96.4K+ 82.56% |
$3.43M - $3.61M
|
213K
$7.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
81.3KNew |
$2.89M - $3.04M
|
81.3K
$3.02M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
78K+ 45.29% |
$2.77M - $2.92M
|
250K
$9.31M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
69.4KNew |
$2.47M - $2.6M
|
69.4K
$2.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
64.5KNew |
$2.29M - $2.42M
|
64.5K
$2.4M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
57.3K+ 42.61% |
$2.04M - $2.15M
|
192K
$7.13M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
54.7KNew |
$1.95M - $2.05M
|
54.7K
$2.03M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
51.4KNew |
$1.83M - $1.92M
|
51.4K
$1.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
51.4KNew |
$1.83M - $1.92M
|
51.4K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
49.1KNew |
$1.74M - $1.84M
|
49.1K
$1.82M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
49K+ 130.37% |
$1.74M - $1.83M
|
86.5K
$3.22M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
47.4K+ 572.42% |
$1.68M - $1.77M
|
55.7K
$2.07M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47.3K+ 43.51% |
$1.68M - $1.77M
|
156K
$5.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
45.9K+ 3.59% |
$1.63M - $1.72M
|
1.33M
$49.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
45.3K+ 614.24% |
$1.61M - $1.7M
|
52.7K
$1.96M
|
|
|
May 06, 2025
Q1 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
41KNew |
$1.46M - $1.54M
|
41K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
40.6K+ 314.06% |
$1.44M - $1.52M
|
53.5K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40.5K+ 141.08% |
$1.44M - $1.52M
|
69.2K
$2.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
38.5K+ 120.38% |
$1.37M - $1.44M
|
70.4K
$2.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
36.5K+ 62.9% |
$1.3M - $1.36M
|
94.4K
$3.51M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
34.3KNew |
$1.22M - $1.29M
|
34.3K
$1.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
33.5K+ 85.8% |
$1.19M - $1.26M
|
72.7K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
31.3K+ 61.4% |
$1.11M - $1.17M
|
82.3K
$3.06M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
28.9KNew |
$1.03M - $1.08M
|
28.9K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
26.3KNew |
$936K - $986K
|
26.3K
$979K
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
25.4K+ 419.11% |
$901K - $949K
|
31.4K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
24.4K+ 1690.52% |
$868K - $915K
|
25.9K
$962K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
24.4KNew |
$867K - $913K
|
24.4K
$906K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
23.9K+ 78.26% |
$850K - $895K
|
54.5K
$2.02M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
22.7K+ 138.36% |
$806K - $849K
|
39.1K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.5K+ 221.68% |
$765K - $806K
|
31.2K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21K+ 31.38% |
$746K - $786K
|
87.9K
$3.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
20.7K+ 15.57% |
$737K - $776K
|
154K
$5.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
19.3KNew |
$686K - $723K
|
19.3K
$718K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
18.7K+ 98.47% |
$666K - $702K
|
37.8K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
18.4K+ 17.15% |
$654K - $689K
|
126K
$4.67M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
18.2KNew |
$647K - $682K
|
18.2K
$677K
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
18KNew |
$639K - $674K
|
18K
$669K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.6K+ 17.06% |
$624K - $658K
|
121K
$4.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
17.5K+ 11.88% |
$621K - $654K
|
164K
$6.11M
|