Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
651+ 2.53% |
$21.6K - $23.5K
|
26.4K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
646New |
$21.5K - $23.4K
|
646
$25.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
600+ 3.86% |
$19.9K - $21.7K
|
16.2K
$636K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
594+ 6.05% |
$19.7K - $21.5K
|
10.4K
$410K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
467+ 46700.0% |
$15.5K - $16.9K
|
468
$18.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
411+ 0.97% |
$13.7K - $14.9K
|
42.9K
$1.69M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
400New |
$13.3K - $14.5K
|
400
$15.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
300+ 0.98% |
$9.97K - $10.8K
|
31K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
218New |
$7.25K - $7.88K
|
218
$8.58K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
179New |
$5.95K - $6.47K
|
179
$7.05K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
83New |
$2.76K - $3K
|
83
$3.27K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
61+ 0.06% |
$2.03K - $2.21K
|
103K
$4.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
17New |
$565 - $615
|
17
$669
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1+ 0.02% |
$33.2 - $36.2
|
6K
$236K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$33.2 - $36.2
|
1
$39.4
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-25- 0.24% |
$831 - $904
|
10.5K
$412K
|
|
|
Feb 05, 2024
Q4 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-41- 0.04% |
$1.36K - $1.48K
|
101K
$3.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-146- 0.66% |
$4.85K - $5.28K
|
21.9K
$862K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-275- 0.9% |
$9.14K - $9.94K
|
30.2K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-630- 0.41% |
$20.9K - $22.8K
|
155K
$6.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-641- 5.38% |
$21.3K - $23.2K
|
11.3K
$444K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-773- 6.43% |
$25.7K - $28K
|
11.3K
$443K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-784- 6.58% |
$26.1K - $28.3K
|
11.1K
$438K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-920- 3.69% |
$30.6K - $33.3K
|
24K
$946K
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-961- 8.86% |
$31.9K - $34.7K
|
9.88K
$389K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.22K- 59.36% |
$40.7K - $44.3K
|
838
$33K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.67K- 6.41% |
$55.4K - $60.3K
|
24.4K
$959K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-1.92K- 6.83% |
$63.8K - $69.4K
|
26.2K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.98K- 4.42% |
$65.9K - $71.7K
|
42.9K
$1.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.01K- 21.0% |
$66.9K - $72.8K
|
7.57K
$298K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.7K- 9.32% |
$89.6K - $97.5K
|
26.2K
$1.03M
|
|
|
Jan 09, 2024
Q4 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-3.46K- 19.25% |
$115K - $125K
|
14.5K
$572K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.66K- 28.33% |
$122K - $132K
|
9.26K
$365K
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-4.21K- 16.61% |
$140K - $152K
|
21.1K
$833K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.28K- 2.25% |
$142K - $155K
|
186K
$7.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.98K- 32.88% |
$265K - $288K
|
16.3K
$641K
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-12.3K- 5.18% |
$410K - $445K
|
226K
$8.89M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-22.7K- 6.29% |
$756K - $822K
|
339K
$13.4M
|
|
|
Jan 25, 2024
Q4 2023
|
American Asset Management Inc.
|
SELL
|
- |
-23.7K- 77.27% |
$786K - $855K
|
6.96K
$274K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-27K- 55.85% |
$899K - $978K
|
21.4K
$842K
|
|
|
Jan 30, 2024
Q4 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-51.8K- 72.03% |
$1.72M - $1.87M
|
20.1K
$793K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-253K- 13.43% |
$8.4M - $9.14M
|
1.63M
$64.2M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.11M- 97.23% |
$36.9M - $40.2M
|
31.6K
$1.25M
|