Purchases and Sales Made in Q1 2024 in Innovator U.S. Equity Power Bu (POCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (POCT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
165K+ 2919.9% |
$5.91M - $6.17M
|
170K
$6.85M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
104K+ 71.01% |
$3.73M - $3.9M
|
251K
$10.1M
|
|
|
May 15, 2024
Q1 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
96.5KNew |
$3.46M - $3.62M
|
96.5K
$3.89M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
88.4KNew |
$3.17M - $3.31M
|
88.4K
$3.56M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
88.4KNew |
$3.17M - $3.31M
|
88.4K
$3.56M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
68.8K+ 8.26% |
$2.47M - $2.58M
|
901K
$36.3M
|
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
59K+ 293.07% |
$2.12M - $2.21M
|
79.1K
$3.19M
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
51K+ 33.18% |
$1.83M - $1.91M
|
205K
$8.24M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
50.5KNew |
$1.81M - $1.89M
|
50.5K
$2.03M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.2K+ 26.68% |
$1.66M - $1.73M
|
219K
$8.83M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
26.6KNew |
$956K - $999K
|
26.6K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.5KNew |
$951K - $994K
|
26.5K
$1.07M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
23.8KNew |
$855K - $893K
|
23.8K
$959K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.6KNew |
$487K - $509K
|
13.6K
$546K
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
12KNew |
$432K - $452K
|
12K
$485K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.5K+ 18.28% |
$414K - $433K
|
74.7K
$3.01M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.3KNew |
$404K - $423K
|
11.3K
$454K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
9.15KNew |
$328K - $343K
|
9.15K
$368K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.72K+ 12.05% |
$313K - $327K
|
81.1K
$3.27M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.66K+ 7.67% |
$311K - $325K
|
121K
$4.89M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
8.08K+ 19.51% |
$290K - $303K
|
49.5K
$1.99M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
7.37KNew |
$264K - $276K
|
7.37K
$297K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.58KNew |
$236K - $247K
|
6.58K
$265K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.42KNew |
$230K - $241K
|
6.42K
$258K
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
6.31KNew |
$226K - $237K
|
6.31K
$254K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.77KNew |
$207K - $216K
|
5.77K
$232K
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
4.05K+ 27.9% |
$145K - $152K
|
18.6K
$748K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.75K+ 4.48% |
$135K - $141K
|
87.5K
$3.52M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.43K+ 16.23% |
$123K - $129K
|
24.6K
$989K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.96K+ 2.78% |
$106K - $111K
|
110K
$4.41M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.95K+ 2.44% |
$106K - $111K
|
124K
$4.98M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.81K+ 16.67% |
$101K - $105K
|
19.6K
$791K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.74KNew |
$62.3K - $65.1K
|
1.74K
$69.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.41K+ 43.22% |
$50.5K - $52.8K
|
4.67K
$188K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.07K+ 1.24% |
$38.2K - $39.9K
|
86.9K
$3.5M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
340New |
$12.2K - $12.8K
|
340
$13.7K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
318New |
$11.4K - $11.9K
|
318
$12.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
200+ 0.4% |
$7.18K - $7.5K
|
50.5K
$2.03M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
35+ 1.03% |
$1.26K - $1.31K
|
3.43K
$138K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-1- 0.02% |
$35.9 - $37.5
|
5.82K
$234K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2- 0.02% |
$71.8 - $75
|
9.64K
$388K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-14- 0.08% |
$502 - $525
|
16.6K
$669K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-33- 0.87% |
$1.18K - $1.24K
|
3.76K
$151K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-56- 0.47% |
$2.01K - $2.1K
|
11.8K
$473K
|
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-100- 0.1% |
$3.59K - $3.75K
|
101K
$4.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-100- 0.8% |
$3.59K - $3.75K
|
12.5K
$502K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-126- 0.54% |
$4.52K - $4.73K
|
23.4K
$942K
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-220- 0.13% |
$7.89K - $8.25K
|
174K
$7.02M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-253- 0.61% |
$9.08K - $9.49K
|
41.4K
$1.67M
|