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 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-11K- 17.16% |
$454K - $466K
|
53.2K
$2.23M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
SELL
|
- |
-12K- 2.53% |
$493K - $506K
|
461K
$19.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.3K- 49.71% |
$590K - $606K
|
14.5K
$607K
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-16.1K- 45.12% |
$664K - $681K
|
19.6K
$821K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-17.1K- 40.09% |
$706K - $724K
|
25.6K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-18.2K- 98.39% |
$748K - $767K
|
297
$12.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-19.4K- 4.26% |
$797K - $818K
|
435K
$18.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-22.8K- 42.51% |
$937K - $961K
|
30.8K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-23.2K- 8.56% |
$954K - $979K
|
248K
$10.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-25.1K- 26.51% |
$1.03M - $1.06M
|
69.7K
$2.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-33K- 67.28% |
$1.36M - $1.39M
|
16K
$671K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36.1K- 22.74% |
$1.49M - $1.52M
|
123K
$5.13M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-41.8K- 32.5% |
$1.72M - $1.76M
|
86.7K
$3.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-60.3K- 26.15% |
$2.48M - $2.55M
|
170K
$7.12M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-117K- 76.51% |
$4.83M - $4.96M
|
36K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-143K- 45.05% |
$5.87M - $6.03M
|
174K
$7.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-171K- 17.43% |
$7.05M - $7.24M
|
812K
$34M
|