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 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
2.69K+ 32.53% |
$95.7K - $101K
|
11K
$408K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.69K+ 25.05% |
$95.7K - $101K
|
13.4K
$499K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.64K+ 21.92% |
$93.8K - $98.8K
|
14.7K
$546K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.54K+ 1360.43% |
$90.4K - $95.2K
|
2.73K
$102K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.39K+ 8.07% |
$84.9K - $89.5K
|
32K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.37K+ 56.13% |
$84.3K - $88.8K
|
6.6K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
2.27K+ 10.93% |
$80.5K - $84.8K
|
23K
$855K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.27KNew |
$80.5K - $84.8K
|
2.27K
$84.2K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.25K+ 9.81% |
$80.1K - $84.4K
|
25.2K
$937K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.2K+ 11.32% |
$78.2K - $82.4K
|
21.6K
$804K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
2.08K+ 7.78% |
$73.9K - $77.9K
|
28.8K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2K+ 19.22% |
$70.9K - $74.7K
|
12.4K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.98K+ 2.74% |
$70.4K - $74.2K
|
74.4K
$2.76M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.9K+ 7.92% |
$67.5K - $71.1K
|
25.9K
$963K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.37K+ 11.37% |
$48.6K - $51.2K
|
13.4K
$498K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.34K+ 9.86% |
$47.7K - $50.2K
|
15K
$556K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.22K+ 10.72% |
$43.4K - $45.7K
|
12.6K
$469K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.13K+ 1.1% |
$40.1K - $42.2K
|
103K
$3.83M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.02K+ 17.94% |
$36.4K - $38.3K
|
6.73K
$250K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
893+ 266.57% |
$31.7K - $33.4K
|
1.23K
$45.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
541New |
$19.2K - $20.3K
|
541
$20.1K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
534+ 21.0% |
$19K - $20K
|
3.08K
$114K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
500+ 6.09% |
$17.8K - $18.7K
|
8.71K
$324K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
468New |
$16.6K - $17.5K
|
468
$17.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
450New |
$16K - $16.8K
|
450
$16.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
404+ 5.32% |
$14.4K - $15.1K
|
8K
$298K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
254+ 1.77% |
$9.03K - $9.51K
|
14.6K
$544K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
134+ 2.17% |
$4.76K - $5.02K
|
6.32K
$235K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
80+ 0.47% |
$2.84K - $3K
|
17.1K
$637K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
54+ 0.33% |
$1.92K - $2.02K
|
16.4K
$610K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
25New |
$889 - $936
|
25
$929
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
10New |
$355 - $374
|
10
$372
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-7- 0.01% |
$249 - $262
|
56.2K
$2.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-56- 0.05% |
$1.99K - $2.1K
|
104K
$3.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-105- 0.48% |
$3.73K - $3.93K
|
21.8K
$810K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-128- 2.15% |
$4.55K - $4.79K
|
5.82K
$216K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-135- 6.98% |
$4.8K - $5.05K
|
1.8K
$66.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-135- 54.0% |
$4.8K - $5.05K
|
115
$4.27K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-138- 0.94% |
$4.9K - $5.17K
|
14.6K
$542K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-163- 0.19% |
$5.79K - $6.1K
|
84.7K
$3.15M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-184- 1.03% |
$6.54K - $6.89K
|
17.7K
$659K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-275- 0.43% |
$9.77K - $10.3K
|
64.2K
$2.39M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-402- 0.8% |
$14.3K - $15.1K
|
49.5K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-464- 2.98% |
$16.5K - $17.4K
|
15.1K
$562K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-474- 6.19% |
$16.8K - $17.7K
|
7.18K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-572- 1.65% |
$20.3K - $21.4K
|
34.2K
$1.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-608- 6.57% |
$21.6K - $22.8K
|
8.64K
$321K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-663- 1.27% |
$23.6K - $24.8K
|
51.5K
$1.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-770- 1.78% |
$27.4K - $28.8K
|
42.5K
$1.58M
|