Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
14.5KNew |
$519K - $532K
|
14.5K
$536K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.9K+ 33.85% |
$104K - $107K
|
11.5K
$424K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
849New |
$30.5K - $31.3K
|
849
$31.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-109- 0.34% |
$3.92K - $4.02K
|
32.2K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-270- 1.16% |
$9.7K - $9.95K
|
23K
$851K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-352- 2.4% |
$12.7K - $13K
|
14.3K
$530K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-695- 2.04% |
$25K - $25.6K
|
33.3K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-779- 6.04% |
$28K - $28.7K
|
12.1K
$449K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.02K- 1.19% |
$36.7K - $37.6K
|
84.9K
$3.15M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-1.09K- 1.04% |
$39.2K - $40.2K
|
104K
$3.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.42K- 1.06% |
$51.1K - $52.4K
|
133K
$4.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.1K- 52.02% |
$75.3K - $77.2K
|
1.93K
$71.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-3.23K- 9.85% |
$116K - $119K
|
29.6K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3.45K- 2.29% |
$124K - $127K
|
147K
$5.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.43K- 12.98% |
$159K - $163K
|
29.7K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-4.83K- 11.4% |
$174K - $178K
|
37.6K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.65K- 1.62% |
$203K - $208K
|
344K
$12.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10K- 50.83% |
$361K - $370K
|
9.71K
$360K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-15.3K- 21.58% |
$548K - $562K
|
55.4K
$2.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-16K- 33.43% |
$577K - $591K
|
32K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-16.9K- 10.55% |
$607K - $622K
|
143K
$5.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2.26M- 99.47% |
$81.1M - $83.2M
|
12K
$446K
|