Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32.4K+ 65.8% |
$1.18M - $1.34M
|
81.5K
$3.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.4K+ 7.7% |
$634K - $720K
|
244K
$10.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
6.05KNew |
$220K - $250K
|
6.05K
$249K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
3.09K+ 11.54% |
$112K - $127K
|
29.8K
$1.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.84K+ 11.9% |
$66.9K - $76K
|
17.3K
$714K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.02K+ 64.14% |
$37.2K - $42.2K
|
2.62K
$108K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
945+ 1.04% |
$34.4K - $39K
|
92.2K
$3.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
406+ 1.31% |
$14.8K - $16.8K
|
31.5K
$1.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
153+ 1.29% |
$5.56K - $6.32K
|
12K
$497K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
48+ 0.13% |
$1.74K - $1.98K
|
36K
$1.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3- 0.04% |
$109 - $124
|
6.67K
$275K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-82- 0.41% |
$2.98K - $3.39K
|
19.7K
$814K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-90- 0.25% |
$3.27K - $3.72K
|
36.6K
$1.51M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-193- 1.72% |
$7.02K - $7.97K
|
11K
$455K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-952- 7.44% |
$34.6K - $39.3K
|
11.9K
$489K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.06K- 5.82% |
$38.6K - $43.9K
|
17.2K
$710K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.1K- 0.54% |
$40K - $45.5K
|
202K
$8.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.18K- 5.57% |
$42.8K - $48.7K
|
20K
$824K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.39K- 3.36% |
$50.5K - $57.3K
|
39.9K
$1.65M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-1.68K- 9.14% |
$61.1K - $69.4K
|
16.7K
$689K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.98K- 6.68% |
$71.9K - $81.7K
|
27.6K
$1.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-2.17K- 1.61% |
$78.8K - $89.5K
|
132K
$5.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-2.47K- 12.35% |
$89.8K - $102K
|
17.5K
$724K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-5.95K- 11.16% |
$216K - $246K
|
47.4K
$1.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-6.1K- 12.64% |
$222K - $252K
|
42.1K
$1.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-6.87K- 13.33% |
$250K - $284K
|
44.6K
$1.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-577K- 71.85% |
$21M - $23.8M
|
226K
$9.34M
|