Purchases and Sales Made in Q1 2025 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 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
72.4K+ 81.31% |
$2.79M - $2.93M
|
161K
$6.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.2K+ 20.69% |
$2.71M - $2.84M
|
410K
$15.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
42.3K+ 3.59% |
$1.63M - $1.71M
|
1.22M
$47.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
34KNew |
$1.31M - $1.38M
|
34K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
20.7K+ 2.17% |
$798K - $839K
|
974K
$37.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
20KNew |
$771K - $810K
|
20K
$775K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.8K+ 8.52% |
$685K - $720K
|
227K
$8.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.3K+ 31.87% |
$552K - $581K
|
59.3K
$2.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.3K+ 40.83% |
$549K - $577K
|
49.2K
$1.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
12K+ 14.9% |
$463K - $487K
|
92.7K
$3.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
11KNew |
$426K - $447K
|
11K
$428K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.84K+ 23.6% |
$264K - $277K
|
35.8K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.72KNew |
$259K - $272K
|
6.72K
$260K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
3.82K+ 1.47% |
$147K - $155K
|
264K
$10.2M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
3.09K+ 38.66% |
$119K - $125K
|
11.1K
$429K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
2.94K+ 20.55% |
$113K - $119K
|
17.3K
$669K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2K+ 1.32% |
$76.9K - $80.8K
|
153K
$5.94M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.6KNew |
$61.5K - $64.6K
|
1.6K
$61.8K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.57K+ 5.59% |
$60.4K - $63.5K
|
29.6K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
1.5K+ 3.0% |
$57.8K - $60.7K
|
51.6K
$2M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.49K+ 21.8% |
$57.4K - $60.3K
|
8.32K
$322K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.3K+ 24.2% |
$50.1K - $52.6K
|
6.67K
$258K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
1.17K+ 16.72% |
$45K - $47.3K
|
8.16K
$316K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1KNew |
$38.5K - $40.5K
|
1K
$38.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
849+ 5.84% |
$32.7K - $34.4K
|
15.4K
$595K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
667+ 5.5% |
$25.7K - $27K
|
12.8K
$496K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
666+ 0.37% |
$25.7K - $27K
|
181K
$7M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
640+ 1.21% |
$24.7K - $25.9K
|
53.3K
$2.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
527+ 8.58% |
$20.3K - $21.3K
|
6.67K
$258K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
463+ 1.52% |
$17.8K - $18.7K
|
30.9K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
458+ 5.77% |
$17.6K - $18.5K
|
8.4K
$325K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
245+ 0.35% |
$9.44K - $9.92K
|
71K
$2.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
222+ 0.11% |
$8.55K - $8.99K
|
203K
$7.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
208+ 41.6% |
$8.01K - $8.42K
|
708
$27.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
116+ 0.44% |
$4.47K - $4.7K
|
26.7K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
39+ 0.16% |
$1.5K - $1.58K
|
24.1K
$933K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
38+ 7.6% |
$1.46K - $1.54K
|
538
$20.8K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
34+ 0.09% |
$1.31K - $1.38K
|
35.9K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-17- 0.26% |
$655 - $688
|
6.55K
$253K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-51- 0.19% |
$1.97K - $2.06K
|
26.3K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-52- 71.23% |
$2K - $2.11K
|
21
$813
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-93- 0.1% |
$3.58K - $3.77K
|
91.3K
$3.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-156- 0.3% |
$6.01K - $6.32K
|
51.5K
$1.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-175- 1.91% |
$6.74K - $7.09K
|
8.99K
$348K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-198- 0.6% |
$7.63K - $8.02K
|
32.7K
$1.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-260- 2.7% |
$10K - $10.5K
|
9.37K
$363K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-343- 0.38% |
$13.2K - $13.9K
|
89.2K
$3.46M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-481- 0.67% |
$18.5K - $19.5K
|
71.6K
$2.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-544- 8.37% |
$21K - $22K
|
5.95K
$231K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-578- 2.91% |
$22.3K - $23.4K
|
19.3K
$748K
|