Purchases and Sales Made in Q4 2024 in Innovator U.S. Equity Power Bu (PJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUL) 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 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
18.4KNew |
$738K - $767K
|
18.4K
$768K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
17.6KNew |
$706K - $734K
|
17.6K
$735K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
14.5K+ 8.08% |
$580K - $602K
|
193K
$8.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
13.6K+ 78.4% |
$547K - $568K
|
31K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
13.1KNew |
$525K - $545K
|
13.1K
$546K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.9KNew |
$438K - $455K
|
10.9K
$456K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.68K+ 1.58% |
$348K - $362K
|
558K
$23.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
4.44KNew |
$178K - $185K
|
4.44K
$185K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.46K+ 4.32% |
$98.6K - $102K
|
59.3K
$2.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.63KNew |
$65.4K - $67.9K
|
1.63K
$68.1K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.48K+ 6.68% |
$59.3K - $61.6K
|
23.6K
$986K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
793New |
$31.8K - $33.1K
|
793
$33.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
573New |
$23K - $23.9K
|
573
$23.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
551+ 1.84% |
$22.1K - $23K
|
30.5K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
483+ 0.57% |
$19.4K - $20.1K
|
85.4K
$3.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
284+ 3.53% |
$11.4K - $11.8K
|
8.33K
$348K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
200+ 0.99% |
$8.02K - $8.34K
|
20.3K
$848K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
113New |
$4.53K - $4.71K
|
113
$4.72K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
89+ 0.31% |
$3.57K - $3.71K
|
28.6K
$1.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-4- 0.02% |
$160 - $167
|
18.8K
$787K
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-28- 0.08% |
$1.12K - $1.17K
|
33K
$1.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-30- 0.11% |
$1.2K - $1.25K
|
27.7K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-59- 0.38% |
$2.37K - $2.46K
|
15.4K
$642K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-72- 0.61% |
$2.89K - $3K
|
11.8K
$492K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-85- 1.11% |
$3.41K - $3.54K
|
7.57K
$316K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 0.14% |
$4.01K - $4.17K
|
68.9K
$2.88M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
SELL
|
- |
-107- 1.1% |
$4.29K - $4.46K
|
9.65K
$403K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-152- 0.18% |
$6.1K - $6.34K
|
85.8K
$3.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-160- 1.14% |
$6.42K - $6.67K
|
13.9K
$582K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-173- 0.85% |
$6.94K - $7.21K
|
20.2K
$843K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-257- 0.63% |
$10.3K - $10.7K
|
40.6K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-289- 2.3% |
$11.6K - $12K
|
12.3K
$512K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-293- 2.4% |
$11.8K - $12.2K
|
11.9K
$497K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-559- 0.59% |
$22.4K - $23.3K
|
94.4K
$3.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-714- 0.47% |
$28.6K - $29.8K
|
152K
$6.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-776- 2.17% |
$31.1K - $32.3K
|
35K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.28K- 4.74% |
$51.4K - $53.4K
|
25.7K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.75K- 14.86% |
$70.1K - $72.9K
|
10K
$418K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-2.15K- 2.46% |
$86.1K - $89.5K
|
85.2K
$3.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.21K- 14.0% |
$88.8K - $92.2K
|
13.6K
$567K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.45K- 1.76% |
$98.1K - $102K
|
137K
$5.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-2.55K- 16.94% |
$102K - $106K
|
12.5K
$522K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-2.64K- 8.0% |
$106K - $110K
|
30.4K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.89K- 8.81% |
$116K - $120K
|
29.9K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.01K- 4.84% |
$121K - $125K
|
59K
$2.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.34K- 2.2% |
$134K - $139K
|
149K
$6.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-3.46K- 5.94% |
$139K - $144K
|
54.8K
$2.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-3.49K- 4.4% |
$140K - $145K
|
75.8K
$3.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.93K- 6.84% |
$198K - $206K
|
67.3K
$2.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-5.22K- 18.64% |
$209K - $218K
|
22.8K
$951K
|