Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
326K+ 21.72% |
$12.3M - $12.7M
|
1.82M
$72.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
82KNew |
$3.1M - $3.2M
|
82K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
61.3K+ 193.21% |
$2.32M - $2.39M
|
93K
$3.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
55.2K+ 5.86% |
$2.08M - $2.15M
|
997K
$39.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
49.7K+ 1477.32% |
$1.88M - $1.94M
|
53.1K
$2.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
33.4K+ 31.36% |
$1.26M - $1.3M
|
140K
$5.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.5K+ 26.87% |
$1.23M - $1.27M
|
154K
$6.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
27.9KNew |
$1.06M - $1.09M
|
27.9K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
27.9KNew |
$1.05M - $1.09M
|
27.9K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
27.6K+ 23.33% |
$1.04M - $1.08M
|
146K
$5.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
27.1K+ 11.75% |
$1.03M - $1.06M
|
258K
$10.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25K+ 16.98% |
$943K - $972K
|
172K
$6.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
20.4K+ 12.65% |
$771K - $795K
|
182K
$7.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
20.4K+ 12.96% |
$769K - $793K
|
177K
$7.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
18.9K+ 8.85% |
$714K - $736K
|
232K
$9.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
17.4KNew |
$659K - $679K
|
17.4K
$693K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.8KNew |
$558K - $576K
|
14.8K
$588K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.9K+ 9.39% |
$449K - $462K
|
138K
$5.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.6K+ 36.93% |
$439K - $452K
|
43.1K
$1.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.5K+ 9.56% |
$436K - $449K
|
132K
$5.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
11.4KNew |
$432K - $445K
|
11.4K
$455K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
11.3KNew |
$426K - $439K
|
11.3K
$448K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.5KNew |
$398K - $410K
|
10.5K
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
10.2KNew |
$385K - $397K
|
10.2K
$406K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
10.1K+ 5.78% |
$381K - $393K
|
185K
$7.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.12KNew |
$307K - $316K
|
8.12K
$323K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.82K+ 3.9% |
$296K - $305K
|
208K
$8.28M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
7.29KNew |
$275K - $284K
|
7.29K
$290K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
7.16KNew |
$271K - $279K
|
7.16K
$285K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6.57KNew |
$248K - $256K
|
6.57K
$261K
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
6.42KNew |
$243K - $250K
|
6.42K
$255K
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
5.94KNew |
$224K - $231K
|
5.94K
$236K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.61KNew |
$212K - $219K
|
5.61K
$223K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.06K+ 28.83% |
$191K - $197K
|
22.6K
$899K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.52K+ 59.05% |
$171K - $176K
|
12.2K
$484K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.08K+ 3.88% |
$154K - $159K
|
109K
$4.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.6K+ 22.06% |
$98.1K - $101K
|
14.4K
$571K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.57K+ 18.15% |
$97.1K - $100K
|
16.7K
$665K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
2.12K+ 7.17% |
$80.2K - $82.6K
|
31.7K
$1.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.93K+ 56.29% |
$72.9K - $75.1K
|
5.36K
$213K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.89K+ 17.14% |
$71.3K - $73.5K
|
12.9K
$513K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.8K+ 35.47% |
$67.9K - $70K
|
6.86K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.71K+ 13.24% |
$64.7K - $66.7K
|
14.6K
$582K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.51K+ 16.91% |
$56.9K - $58.6K
|
10.4K
$414K
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.18K+ 4.98% |
$44.5K - $45.9K
|
24.8K
$988K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.05K+ 18.36% |
$39.7K - $40.9K
|
6.77K
$269K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
970+ 1.35% |
$36.7K - $37.8K
|
72.9K
$2.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
728New |
$27.5K - $28.4K
|
728
$28.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
602+ 2.06% |
$22.7K - $23.4K
|
29.8K
$1.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
600+ 289.86% |
$22.7K - $23.4K
|
807
$32.1K
|