Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.41K+ 11.59% |
$132K - $137K
|
32.9K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.79K+ 11.7% |
$108K - $112K
|
26.6K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.68K+ 43.67% |
$103K - $107K
|
8.8K
$332K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.48K+ 11.86% |
$95.8K - $99.3K
|
23.4K
$882K
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
2.41K+ 18.85% |
$93.1K - $96.5K
|
15.2K
$573K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.95K+ 0.98% |
$75.4K - $78.1K
|
201K
$7.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.52K+ 23.68% |
$58.7K - $60.8K
|
7.94K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.44K+ 1.32% |
$55.8K - $57.8K
|
111K
$4.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.34KNew |
$51.8K - $53.6K
|
1.34K
$50.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.25K+ 11.07% |
$48.2K - $50K
|
12.5K
$472K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.1K+ 0.54% |
$42.5K - $44K
|
204K
$7.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
997+ 4.32% |
$38.5K - $39.9K
|
24.1K
$907K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
900New |
$34.8K - $36K
|
900
$33.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
850+ 1.68% |
$32.8K - $34K
|
51.4K
$1.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
500New |
$19.3K - $20K
|
500
$18.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
483+ 7.61% |
$18.7K - $19.3K
|
6.83K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
420+ 57.69% |
$16.2K - $16.8K
|
1.15K
$43.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
413+ 6.1% |
$16K - $16.5K
|
7.18K
$271K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
353New |
$13.6K - $14.1K
|
353
$13.3K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
327+ 2.77% |
$12.6K - $13.1K
|
12.1K
$457K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
300+ 13.09% |
$11.6K - $12K
|
2.59K
$97.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
285+ 2.36% |
$11K - $11.4K
|
12.4K
$466K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
270+ 0.37% |
$10.4K - $10.8K
|
73.1K
$2.76M
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
256+ 4.41% |
$9.89K - $10.2K
|
6.06K
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
207+ 3.49% |
$8K - $8.29K
|
6.14K
$231K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
199+ 1.54% |
$7.69K - $7.97K
|
13.1K
$494K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
172+ 5.03% |
$6.64K - $6.89K
|
3.59K
$135K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
129+ 2.46% |
$4.98K - $5.16K
|
5.37K
$202K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
129New |
$4.98K - $5.16K
|
129
$4.86K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
120New |
$4.64K - $4.8K
|
120
$4.52K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
115New |
$4.44K - $4.6K
|
115
$4.33K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
100+ 1.22% |
$3.86K - $4K
|
8.32K
$313K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
73New |
$2.82K - $2.92K
|
73
$2.75K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3- 0.03% |
$116 - $120
|
11.6K
$439K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$193 - $200
|
6.56K
$247K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-60- 0.45% |
$2.32K - $2.4K
|
13.2K
$499K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-61- 0.47% |
$2.36K - $2.44K
|
13K
$489K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 0.6% |
$3.86K - $4K
|
16.6K
$627K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-101- 1.53% |
$3.9K - $4.04K
|
6.5K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-167- 2.2% |
$6.45K - $6.69K
|
7.43K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-200- 0.4% |
$7.73K - $8.01K
|
50.1K
$1.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-229- 1.24% |
$8.85K - $9.17K
|
18.3K
$688K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-254- 2.57% |
$9.81K - $10.2K
|
9.63K
$363K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-330- 0.37% |
$12.7K - $13.2K
|
89.6K
$3.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-385- 1.12% |
$14.9K - $15.4K
|
33.9K
$1.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-425- 0.97% |
$16.4K - $17K
|
43.2K
$1.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-656- 2.89% |
$25.3K - $26.3K
|
22K
$831K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-757- 0.92% |
$29.2K - $30.3K
|
81.3K
$3.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-817- 2.31% |
$31.6K - $32.7K
|
34.5K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-838Closed |
$32.4K - $33.5K
|
0
$0
|