Purchases and Sales Made in Q4 2024 in Innovator U.S. Equity Power Bu (PJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUN) 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
201KNew |
$7.37M - $7.6M
|
201K
$7.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.72KNew |
$246K - $254K
|
6.72K
$256K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
5.52KNew |
$202K - $208K
|
5.52K
$210K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
812New |
$29.7K - $30.7K
|
812
$30.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
688+ 1.91% |
$25.2K - $26K
|
36.6K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
347+ 2.35% |
$12.7K - $13.1K
|
15.1K
$576K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
47New |
$1.72K - $1.78K
|
47
$1.79K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
31New |
$1.14K - $1.17K
|
31
$1.18K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-8- 0.07% |
$293 - $302
|
11.7K
$444K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-20- 0.3% |
$733 - $756
|
6.69K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-84- 0.44% |
$3.08K - $3.18K
|
19.1K
$727K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 0.33% |
$3.66K - $3.78K
|
30.6K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-131- 0.54% |
$4.8K - $4.95K
|
24.2K
$922K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-160- 2.48% |
$5.86K - $6.05K
|
6.29K
$240K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-192- 0.6% |
$7.03K - $7.26K
|
32.1K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-200- 0.96% |
$7.33K - $7.56K
|
20.7K
$788K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-426- 0.1% |
$15.6K - $16.1K
|
440K
$16.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-470- 0.45% |
$17.2K - $17.8K
|
105K
$3.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-652- 0.54% |
$23.9K - $24.6K
|
120K
$4.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-676- 1.31% |
$24.8K - $25.6K
|
51.1K
$1.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-925- 1.96% |
$33.9K - $35K
|
46.2K
$1.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.2K- 3.23% |
$43.8K - $45.2K
|
35.9K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.23K- 0.89% |
$45K - $46.4K
|
137K
$5.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.27K- 18.44% |
$46.7K - $48.2K
|
5.63K
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.32K- 2.34% |
$48.5K - $50K
|
55.3K
$2.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.49K- 11.17% |
$54.6K - $56.3K
|
11.9K
$451K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.72K- 0.54% |
$62.9K - $64.9K
|
316K
$12M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.54K- 6.34% |
$93.2K - $96.1K
|
37.6K
$1.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-2.97K- 4.57% |
$109K - $112K
|
62K
$2.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-3.02K- 3.07% |
$111K - $114K
|
95.3K
$3.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-3.13K- 1.5% |
$115K - $118K
|
206K
$7.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.38K- 1.94% |
$124K - $128K
|
171K
$6.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.86K- 30.53% |
$141K - $146K
|
8.77K
$334K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-3.96K- 1.43% |
$145K - $150K
|
272K
$10.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-4.49K- 12.38% |
$164K - $170K
|
31.8K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5K- 23.72% |
$183K - $189K
|
16.1K
$612K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.05K- 34.91% |
$185K - $191K
|
9.41K
$358K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.34K- 3.43% |
$196K - $202K
|
150K
$5.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-6.02K- 34.25% |
$220K - $227K
|
11.5K
$440K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.74K- 14.18% |
$247K - $255K
|
40.8K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.95K- 29.11% |
$291K - $300K
|
19.3K
$736K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-9.25K- 30.45% |
$339K - $350K
|
21.1K
$804K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-9.97K- 10.01% |
$365K - $377K
|
89.7K
$3.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-14.1K- 13.01% |
$516K - $532K
|
94.2K
$3.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-18.5K- 30.91% |
$677K - $699K
|
41.3K
$1.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-20.1K- 35.15% |
$736K - $760K
|
37.1K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.9K- 8.01% |
$1.35M - $1.39M
|
424K
$16.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-44.4K- 37.58% |
$1.62M - $1.68M
|
73.7K
$2.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-625K- 61.66% |
$22.9M - $23.6M
|
389K
$14.8M
|