Purchases and Sales Made in Q1 2025 in Innovator U.S. Equity Power Bu (PMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PMAR) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
34.1K+ 34.96% |
$1.35M - $1.4M
|
131K
$5.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
30.6K+ 118.45% |
$1.21M - $1.25M
|
56.4K
$2.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29.5K+ 499.14% |
$1.17M - $1.21M
|
35.5K
$1.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.1K+ 62.81% |
$990K - $1.03M
|
65K
$2.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
11.1K+ 14.29% |
$440K - $457K
|
89K
$3.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
8.91K+ 179.03% |
$352K - $365K
|
13.9K
$535K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
8.31K+ 38.08% |
$328K - $341K
|
30.1K
$1.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.42K+ 13.21% |
$214K - $222K
|
46.4K
$1.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
5.37KNew |
$212K - $220K
|
5.37K
$207K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
2.73K+ 4.21% |
$108K - $112K
|
67.6K
$2.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.37K+ 17.84% |
$93.7K - $97.2K
|
15.7K
$603K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2KNew |
$79K - $82K
|
2K
$77K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.5K+ 17.65% |
$59.3K - $61.5K
|
10K
$385K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.39K+ 17.26% |
$54.9K - $57K
|
9.44K
$364K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
953+ 15.14% |
$37.7K - $39.1K
|
7.25K
$279K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
900+ 13.65% |
$35.6K - $36.9K
|
7.49K
$289K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
740+ 7.37% |
$29.2K - $30.3K
|
10.8K
$415K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
350+ 0.59% |
$13.8K - $14.4K
|
59.7K
$2.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 0.2% |
$790 - $820
|
10.2K
$391K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-70- 0.78% |
$2.77K - $2.87K
|
8.89K
$342K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-190- 0.61% |
$7.51K - $7.79K
|
31.1K
$1.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-400- 1.04% |
$15.8K - $16.4K
|
38.2K
$1.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-416- 4.15% |
$16.4K - $17.1K
|
9.6K
$370K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-421- 2.07% |
$16.6K - $17.3K
|
19.9K
$767K
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-1.03K- 8.33% |
$40.8K - $42.4K
|
11.4K
$438K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.07K- 2.27% |
$42.2K - $43.7K
|
46K
$1.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1.5K- 4.29% |
$59.3K - $61.5K
|
33.5K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.78K- 3.32% |
$70.4K - $73K
|
51.9K
$2M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.31K- 21.94% |
$328K - $341K
|
29.6K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-11.6K- 16.37% |
$457K - $475K
|
59.1K
$2.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-12.4K- 52.16% |
$488K - $507K
|
11.3K
$436K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-18.7K- 2.48% |
$740K - $768K
|
736K
$28.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-52K- 74.5% |
$2.05M - $2.13M
|
17.8K
$685K
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-227K- 88.79% |
$8.97M - $9.31M
|
28.7K
$1.1M
|