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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-578- 2.91% |
$22.3K - $23.4K
|
19.3K
$748K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-860- 4.47% |
$33.1K - $34.8K
|
18.4K
$712K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.17K- 7.02% |
$45K - $47.3K
|
15.5K
$599K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.23K- 17.05% |
$47.2K - $49.6K
|
5.96K
$231K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.25K- 17.81% |
$48.2K - $50.6K
|
5.77K
$223K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.3K- 10.53% |
$50.1K - $52.6K
|
11K
$428K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.35K- 10.18% |
$51.9K - $54.6K
|
11.9K
$461K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.69K- 4.4% |
$65.1K - $68.4K
|
36.7K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.69K- 5.72% |
$65.2K - $68.5K
|
27.9K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-2.2K- 1.6% |
$84.7K - $89K
|
135K
$5.22M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2.76K- 19.37% |
$106K - $112K
|
11.5K
$445K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-3.46K- 26.61% |
$133K - $140K
|
9.55K
$370K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.63K- 3.84% |
$140K - $147K
|
90.9K
$3.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.8K- 95.5% |
$146K - $154K
|
179
$6.93K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.29K- 36.82% |
$165K - $174K
|
7.36K
$285K
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-5.13K- 14.84% |
$197K - $208K
|
29.4K
$1.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-5.13K- 7.01% |
$198K - $208K
|
68K
$2.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.63K- 1.06% |
$333K - $349K
|
804K
$31.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.18K- 17.85% |
$354K - $372K
|
42.2K
$1.64M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-9.46K- 6.58% |
$365K - $383K
|
134K
$5.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.84K- 61.48% |
$379K - $399K
|
6.17K
$239K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-10.4K- 17.71% |
$400K - $420K
|
48.2K
$1.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-15.7K- 13.0% |
$604K - $635K
|
105K
$4.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-21.3K- 50.17% |
$820K - $862K
|
21.1K
$819K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-31K- 17.96% |
$1.19M - $1.26M
|
142K
$5.49M
|