Purchases and Sales Made in Q4 2024 in Innovator U.S. Equity Power Bu (PJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJAN) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.2K+ 7.86% |
$90.4K - $92.8K
|
30.1K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.13K+ 9.81% |
$87.7K - $90K
|
23.8K
$995K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.1KNew |
$86.4K - $88.7K
|
2.1K
$87.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.03KNew |
$83.4K - $85.6K
|
2.03K
$84.6K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.99K+ 1.64% |
$81.9K - $84.1K
|
123K
$5.13M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.85K+ 5.76% |
$76.1K - $78.2K
|
34K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.82K+ 0.69% |
$75.1K - $77.1K
|
265K
$11.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.8K+ 13.97% |
$74.1K - $76.1K
|
14.7K
$613K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.52K+ 17.4% |
$62.6K - $64.2K
|
10.3K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.45K+ 0.53% |
$59.5K - $61.1K
|
276K
$11.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.18KNew |
$48.4K - $49.6K
|
1.18K
$49K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.09K+ 2.93% |
$44.7K - $45.9K
|
38.1K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
750+ 1.67% |
$30.9K - $31.7K
|
45.7K
$1.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
715+ 1.92% |
$29.4K - $30.2K
|
37.9K
$1.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
659+ 4.94% |
$27.1K - $27.8K
|
14K
$584K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
550+ 9.96% |
$22.6K - $23.2K
|
6.07K
$253K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
484New |
$19.9K - $20.4K
|
484
$20.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
394+ 18.88% |
$16.2K - $16.6K
|
2.48K
$104K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
334New |
$13.7K - $14.1K
|
334
$13.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
281+ 1.87% |
$11.6K - $11.9K
|
15.3K
$638K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
269+ 0.51% |
$11.1K - $11.4K
|
53.3K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
219+ 0.5% |
$9.01K - $9.25K
|
44.5K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
204New |
$8.4K - $8.62K
|
204
$8.51K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
109New |
$4.49K - $4.61K
|
109
$4.55K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
66+ 0.58% |
$2.72K - $2.79K
|
11.4K
$477K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
65New |
$2.68K - $2.75K
|
65
$2.71K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
52+ 0.2% |
$2.14K - $2.2K
|
26.3K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
25+ 0.17% |
$1.03K - $1.06K
|
14.5K
$603K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3+ 0.03% |
$123 - $127
|
11.9K
$497K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3+ 0.03% |
$123 - $127
|
9.41K
$393K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-6- 0.1% |
$247 - $254
|
6.29K
$262K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-10- 0.05% |
$412 - $423
|
21.1K
$881K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-25- 0.24% |
$1.03K - $1.06K
|
10.2K
$427K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-56- 0.68% |
$2.3K - $2.37K
|
8.2K
$342K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-61- 0.37% |
$2.51K - $2.58K
|
16.6K
$693K
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-62- 0.06% |
$2.55K - $2.62K
|
97.1K
$4.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-69- 0.06% |
$2.84K - $2.92K
|
115K
$4.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-93- 0.27% |
$3.83K - $3.93K
|
33.7K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-98- 0.61% |
$4.03K - $4.14K
|
16K
$667K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-119- 1.61% |
$4.9K - $5.03K
|
7.25K
$303K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-132- 0.33% |
$5.43K - $5.58K
|
39.6K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-171- 0.62% |
$7.04K - $7.22K
|
27.4K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-173- 0.26% |
$7.12K - $7.31K
|
66.8K
$2.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-176- 0.26% |
$7.24K - $7.44K
|
68.2K
$2.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-185- 0.37% |
$7.61K - $7.82K
|
50.3K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-212- 1.72% |
$8.73K - $8.96K
|
12.1K
$506K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-213- 0.98% |
$8.77K - $9K
|
21.5K
$898K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-229- 1.53% |
$9.43K - $9.68K
|
14.7K
$615K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
SELL
|
- |
-238- 0.99% |
$9.8K - $10.1K
|
23.9K
$998K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-332- 3.56% |
$13.7K - $14K
|
9.01K
$376K
|