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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-470- 0.45% |
$17.2K - $17.8K
|
105K
$4.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-652- 0.54% |
$23.9K - $24.6K
|
120K
$4.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-676- 1.31% |
$24.8K - $25.6K
|
51.1K
$1.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-925- 1.96% |
$33.9K - $35K
|
46.2K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.06K- 4.13% |
$38.7K - $39.9K
|
24.5K
$947K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-1.09K- 9.98% |
$39.7K - $41K
|
9.79K
$379K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.2K- 3.23% |
$43.8K - $45.2K
|
35.9K
$1.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.23K- 0.89% |
$45K - $46.4K
|
137K
$5.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.27K- 18.44% |
$46.7K - $48.2K
|
5.63K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.29K- 31.46% |
$47.1K - $48.6K
|
2.8K
$108K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.32K- 2.34% |
$48.5K - $50K
|
55.3K
$2.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.49K- 11.17% |
$54.6K - $56.3K
|
11.9K
$458K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.72K- 0.54% |
$62.9K - $64.9K
|
316K
$12.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.8K- 25.42% |
$65.9K - $68K
|
5.28K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.13K- 1.54% |
$78.1K - $80.6K
|
137K
$5.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.18K- 16.64% |
$80K - $82.5K
|
10.9K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.26K- 17.11% |
$82.9K - $85.6K
|
11K
$424K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.54K- 6.34% |
$93.2K - $96.1K
|
37.6K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.68K- 9.77% |
$98.2K - $101K
|
24.8K
$958K
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-2.97K- 4.57% |
$109K - $112K
|
62K
$2.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-3.02K- 3.07% |
$111K - $114K
|
95.3K
$3.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.03K- 2.94% |
$111K - $115K
|
100K
$3.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-3.13K- 1.5% |
$115K - $118K
|
206K
$7.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.38K- 1.94% |
$124K - $128K
|
171K
$6.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.86K- 30.53% |
$141K - $146K
|
8.77K
$339K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-3.96K- 1.43% |
$145K - $150K
|
272K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-4.49K- 12.38% |
$164K - $170K
|
31.8K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.73K- 5.78% |
$173K - $179K
|
77.1K
$2.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5K- 23.72% |
$183K - $189K
|
16.1K
$622K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-5.01K- 17.91% |
$183K - $189K
|
22.9K
$887K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.05K- 34.91% |
$185K - $191K
|
9.41K
$364K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.34K- 3.43% |
$196K - $202K
|
150K
$5.82M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.61K- 17.56% |
$205K - $212K
|
26.3K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-6.02K- 34.25% |
$220K - $227K
|
11.5K
$447K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.74K- 14.18% |
$247K - $255K
|
40.8K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.95K- 29.11% |
$291K - $300K
|
19.3K
$748K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-8.3K- 2.51% |
$304K - $314K
|
323K
$12.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-9.25K- 30.45% |
$339K - $350K
|
21.1K
$817K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-9.97K- 10.01% |
$365K - $377K
|
89.7K
$3.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14K- 6.52% |
$514K - $531K
|
201K
$7.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-14.1K- 13.01% |
$516K - $532K
|
94.2K
$3.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.4K- 28.09% |
$529K - $546K
|
36.9K
$1.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-18.5K- 30.91% |
$677K - $699K
|
41.3K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-18.9K- 5.93% |
$692K - $714K
|
300K
$11.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-20.1K- 35.15% |
$736K - $760K
|
37.1K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-23.4K- 0.85% |
$859K - $886K
|
2.73M
$106M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-26.1K- 34.3% |
$956K - $986K
|
50K
$1.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-30.3K- 13.4% |
$1.11M - $1.15M
|
196K
$7.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-36.3K- 22.1% |
$1.33M - $1.37M
|
128K
$4.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.9K- 8.01% |
$1.35M - $1.39M
|
424K
$16.4M
|