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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-5.24K- 28.26% |
$198K - $204K
|
13.3K
$529K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.25K- 49.82% |
$198K - $205K
|
5.29K
$210K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-6.34K- 13.11% |
$239K - $247K
|
42K
$1.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-6.69K- 6.92% |
$253K - $260K
|
89.9K
$3.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.59K- 13.66% |
$287K - $296K
|
48K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-7.63K- 14.89% |
$288K - $297K
|
43.6K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-7.75K- 13.81% |
$293K - $302K
|
48.4K
$1.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-11.2K- 36.35% |
$423K - $436K
|
19.6K
$779K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.2K- 11.8% |
$574K - $592K
|
114K
$4.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.4K- 5.2% |
$618K - $637K
|
298K
$11.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.9K- 49.9% |
$677K - $698K
|
18K
$715K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.5K- 8.52% |
$700K - $721K
|
199K
$7.9M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.9K- 25.11% |
$753K - $776K
|
59.4K
$2.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.1K- 6.14% |
$833K - $859K
|
337K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-22.8K- 7.35% |
$862K - $888K
|
287K
$11.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-56.3K- 12.9% |
$2.13M - $2.19M
|
380K
$15.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-67.8K- 65.71% |
$2.56M - $2.64M
|
35.4K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-89.3K- 47.67% |
$3.38M - $3.48M
|
98.1K
$3.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-160K- 26.77% |
$6.04M - $6.23M
|
437K
$17.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-378K- 63.78% |
$14.3M - $14.7M
|
215K
$8.54M
|