Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PDEC)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PDEC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.52KNew |
N/A
|
9.52K
$0
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
32.7K+ 60.13% |
N/A
|
87.1K
$0
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.39K+ 14.33% |
N/A
|
43K
$0
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
48.8K+ 5.14% |
N/A
|
999K
$0
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-50- 8.88% |
N/A
|
513
$0
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.2K+ 0.81% |
N/A
|
150K
$0
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.02K- 54.42% |
N/A
|
5.88K
$0
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.9K+ 8.34% |
N/A
|
375K
$0
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
43.2K+ 3.59% |
N/A
|
1.25M
$0
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.05K+ 74.67% |
N/A
|
18.8K
$0
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-217- 1.7% |
N/A
|
12.5K
$0
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-138- 2.18% |
N/A
|
6.19K
$0
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-146- 0.28% |
N/A
|
52.8K
$0
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-15.7K- 6.98% |
N/A
|
209K
$0
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
6.83KNew |
N/A
|
6.83K
$0
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.78K+ 38.49% |
N/A
|
20.8K
$0
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.55K+ 24.2% |
N/A
|
33.6K
$0
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12KNew |
N/A
|
12K
$0
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-5.67K- 47.87% |
N/A
|
6.18K
$0
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
127+ 4.27% |
N/A
|
3.1K
$0
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.4K- 99.58% |
N/A
|
27
$0
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-981- 6.95% |
N/A
|
13.1K
$0
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
719+ 31.96% |
N/A
|
2.97K
$0
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.5K+ 8.12% |
N/A
|
206K
$0
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.45K- 9.69% |
N/A
|
22.8K
$0
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.07K+ 17.04% |
N/A
|
21.1K
$0
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.4KNew |
N/A
|
5.4K
$0
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-90.2K- 48.76% |
N/A
|
94.8K
$0
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
10.7K+ 15.97% |
N/A
|
78K
$0
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
37.1K+ 53.24% |
N/A
|
107K
$0
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
40+ 0.35% |
N/A
|
11.6K
$0
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-520- 2.69% |
N/A
|
18.8K
$0
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.6K- 6.8% |
N/A
|
118K
$0
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-55- 0.52% |
N/A
|
10.6K
$0
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
68.3K+ 68.24% |
N/A
|
168K
$0
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
8.2K+ 13.77% |
N/A
|
67.8K
$0
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-2.69K- 4.94% |
N/A
|
51.7K
$0
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
82.4K+ 18321.11% |
N/A
|
82.9K
$0
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-454- 0.55% |
N/A
|
81.9K
$0
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-10.1K- 16.34% |
N/A
|
51.4K
$0
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.7K+ 40.57% |
N/A
|
19.8K
$0
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
15+ 0.05% |
N/A
|
28.7K
$0
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
58.5K+ 111.88% |
N/A
|
111K
$0
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-1.33K- 5.1% |
N/A
|
24.7K
$0
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.94K- 7.66% |
N/A
|
59.6K
$0
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
8.93K+ 10.28% |
N/A
|
95.9K
$0
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
11.9K+ 21.75% |
N/A
|
66.5K
$0
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-16.7K- 20.7% |
N/A
|
64K
$0
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
292New |
N/A
|
292
$0
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
515+ 3.74% |
N/A
|
14.3K
$0
|