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
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
587+ 8.25% |
$22.2K - $22.9K
|
7.7K
$306K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
571+ 1.15% |
$21.6K - $22.2K
|
50.3K
$2M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
500New |
$18.9K - $19.5K
|
500
$19.9K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
497+ 8.83% |
$18.8K - $19.4K
|
6.13K
$244K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
470New |
$17.8K - $18.3K
|
470
$18.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
350+ 4.45% |
$13.2K - $13.6K
|
8.22K
$327K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
334+ 2.95% |
$12.6K - $13K
|
11.7K
$463K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
287+ 1.49% |
$10.8K - $11.2K
|
19.5K
$775K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
271+ 6.01% |
$10.2K - $10.6K
|
4.78K
$190K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
178+ 0.86% |
$6.73K - $6.93K
|
20.9K
$832K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
150+ 1.4% |
$5.67K - $5.84K
|
10.8K
$431K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
118+ 0.4% |
$4.46K - $4.6K
|
29.4K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-24- 0.06% |
$907 - $935
|
38.8K
$1.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-46- 0.2% |
$1.74K - $1.79K
|
23.1K
$917K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-50- 0.78% |
$1.89K - $1.95K
|
6.35K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-154- 0.08% |
$5.82K - $6K
|
203K
$8.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-209- 3.07% |
$7.9K - $8.14K
|
6.6K
$262K
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-238- 1.98% |
$8.99K - $9.27K
|
11.8K
$470K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-265- 4.15% |
$10K - $10.3K
|
6.12K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-299- 1.96% |
$11.3K - $11.6K
|
14.9K
$594K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-311- 3.05% |
$11.8K - $12.1K
|
9.88K
$393K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-400- 3.21% |
$15.1K - $15.6K
|
12.1K
$480K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-410- 1.69% |
$15.5K - $16K
|
23.8K
$947K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-442- 1.03% |
$16.7K - $17.2K
|
42.4K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-590- 1.45% |
$22.3K - $23K
|
40.1K
$1.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-591- 1.41% |
$22.3K - $23K
|
41.3K
$1.64M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-613- 2.63% |
$23.2K - $23.9K
|
22.7K
$902K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-682- 1.95% |
$25.8K - $26.6K
|
34.3K
$1.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-755- 50.33% |
$28.5K - $29.4K
|
745
$29.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-864- 1.68% |
$32.7K - $33.7K
|
50.5K
$2.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-896- 4.0% |
$33.9K - $34.9K
|
21.5K
$856K
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-985- 2.25% |
$37.2K - $38.4K
|
42.8K
$1.7M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-1.29K- 4.21% |
$48.8K - $50.3K
|
29.4K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.57K- 7.58% |
$59.4K - $61.3K
|
19.2K
$763K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.58K- 2.8% |
$59.6K - $61.4K
|
54.8K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.66K- 8.71% |
$62.6K - $64.5K
|
17.4K
$691K
|
|
|
Nov 13, 2024
Q3 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-1.68K- 1.69% |
$63.5K - $65.5K
|
97.8K
$3.89M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.69K- 6.13% |
$63.9K - $65.8K
|
25.9K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.22K- 4.48% |
$83.8K - $86.4K
|
47.3K
$1.88M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.31K- 8.86% |
$87.3K - $89.9K
|
23.8K
$944K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.58K- 1.63% |
$97.6K - $101K
|
156K
$6.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-2.8K- 1.06% |
$106K - $109K
|
262K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.07K- 28.76% |
$116K - $119K
|
7.59K
$302K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-3.33K- 4.06% |
$126K - $130K
|
78.6K
$3.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-3.52K- 2.32% |
$133K - $137K
|
148K
$5.89M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-3.53K- 14.29% |
$133K - $137K
|
21.1K
$841K
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-3.91K- 7.45% |
$148K - $152K
|
48.6K
$1.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.94K- 2.45% |
$149K - $153K
|
157K
$6.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.03K- 10.83% |
$152K - $157K
|
33.2K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.48K- 3.46% |
$169K - $174K
|
125K
$4.97M
|