Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.45M+ 18842.09% |
$59.9M - $62.6M
|
1.46M
$63M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.11M+ 2617.41% |
$46M - $48.1M
|
1.16M
$50M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
190K+ 10.61% |
$7.86M - $8.2M
|
1.98M
$85.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
180K+ 37.49% |
$7.42M - $7.75M
|
659K
$28.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
118K+ 60.82% |
$4.85M - $5.07M
|
311K
$13.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
114K+ 223.69% |
$4.69M - $4.9M
|
164K
$7.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
97.1K+ 42.94% |
$4.01M - $4.19M
|
323K
$14M
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
77.6KNew |
$3.2M - $3.34M
|
77.6K
$3.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
52.7K+ 10.34% |
$2.17M - $2.27M
|
562K
$24.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
39.5K+ 70.51% |
$1.63M - $1.7M
|
95.4K
$4.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
38.3KNew |
$1.58M - $1.65M
|
38.3K
$1.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36.3K+ 22.21% |
$1.5M - $1.56M
|
200K
$8.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
26.8K+ 15.26% |
$1.1M - $1.15M
|
202K
$8.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.4K+ 7.48% |
$1.01M - $1.05M
|
351K
$15.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
23.6K+ 1.66% |
$974K - $1.02M
|
1.44M
$62.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
21.4KNew |
$882K - $921K
|
21.4K
$923K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
20.4KNew |
$843K - $880K
|
20.4K
$882K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
19.7K+ 98.61% |
$813K - $849K
|
39.7K
$1.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.5K+ 7.57% |
$762K - $796K
|
262K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.3K+ 187.99% |
$754K - $787K
|
28K
$1.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
16.8K+ 14.96% |
$695K - $725K
|
129K
$5.59M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
16.3KNew |
$672K - $702K
|
16.3K
$703K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
16K+ 39.36% |
$662K - $692K
|
56.8K
$2.45M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.7K+ 6.85% |
$646K - $675K
|
244K
$10.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
13.6K+ 6.59% |
$562K - $587K
|
220K
$9.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.7K+ 4.99% |
$482K - $503K
|
246K
$10.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
10.9K+ 25.25% |
$449K - $469K
|
54K
$2.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
8.68KNew |
$358K - $374K
|
8.68K
$375K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.31K+ 18.24% |
$343K - $358K
|
53.9K
$2.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.16KNew |
$337K - $351K
|
8.16K
$352K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.13KNew |
$336K - $350K
|
8.13K
$351K
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
7.19KNew |
$297K - $310K
|
7.19K
$310K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.57KNew |
$271K - $283K
|
6.57K
$284K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
6.32KNew |
$261K - $273K
|
6.32K
$273K
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
5.78K+ 12.94% |
$238K - $249K
|
50.4K
$2.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
5.16KNew |
$213K - $222K
|
5.16K
$223K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.07K+ 63.4% |
$209K - $219K
|
13.1K
$565K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.88K+ 358.68% |
$201K - $210K
|
6.24K
$269K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.12K+ 34.76% |
$170K - $178K
|
16K
$690K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.02KNew |
$166K - $173K
|
4.02K
$174K
|
|
|
Nov 13, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
3.9KNew |
$161K - $168K
|
3.9K
$168K
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3.23K+ 18.44% |
$133K - $139K
|
20.8K
$897K
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
BUY
|
- |
2.99K+ 5.87% |
$123K - $129K
|
53.9K
$2.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.87K+ 14.37% |
$77.1K - $80.6K
|
14.9K
$642K
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.5K+ 8.66% |
$61.9K - $64.7K
|
18.8K
$813K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.2K+ 133.56% |
$49.6K - $51.8K
|
2.1K
$90.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.13K+ 0.56% |
$46.6K - $48.6K
|
203K
$8.77M
|
|
|
Nov 06, 2025
Q3 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.03K+ 1.53% |
$42.5K - $44.4K
|
68.4K
$2.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
972+ 16.07% |
$40.1K - $41.9K
|
7.02K
$303K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
865+ 6.69% |
$35.7K - $37.3K
|
13.8K
$596K
|