Purchases and Sales Made in Q1 2025 in Innovator U.S. Equity Power Bu (PDEC)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PDEC) during Q1 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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
596K+ 89.67% |
N/A
|
1.26M
$0
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
236K+ 99.47% |
N/A
|
473K
$0
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
216K+ 33.97% |
N/A
|
850K
$0
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
161K+ 393.05% |
N/A
|
202K
$0
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
138K+ 1208.97% |
N/A
|
149K
$0
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
109KNew |
N/A
|
109K
$0
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
107K+ 764.22% |
N/A
|
121K
$0
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
82.4K+ 18321.11% |
N/A
|
82.9K
$0
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
68.3K+ 68.24% |
N/A
|
168K
$0
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
58.5K+ 111.88% |
N/A
|
111K
$0
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
58K+ 26.87% |
N/A
|
274K
$0
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
52.8K+ 142.59% |
N/A
|
89.8K
$0
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
48.8K+ 5.14% |
N/A
|
999K
$0
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
43.2K+ 3.59% |
N/A
|
1.25M
$0
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
39.4KNew |
N/A
|
39.4K
$0
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
37.2K+ 110.69% |
N/A
|
70.8K
$0
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
37.2KNew |
N/A
|
37.2K
$0
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
37.1K+ 53.24% |
N/A
|
107K
$0
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
33.9K+ 41.53% |
N/A
|
116K
$0
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
32.7K+ 60.13% |
N/A
|
87.1K
$0
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29KNew |
N/A
|
29K
$0
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.9K+ 8.34% |
N/A
|
375K
$0
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
28.8K+ 66.53% |
N/A
|
72K
$0
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.5K+ 4.29% |
N/A
|
644K
$0
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
25.3K+ 36.39% |
N/A
|
95K
$0
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
23.6K+ 25.65% |
N/A
|
116K
$0
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19.2KNew |
N/A
|
19.2K
$0
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17.5K+ 9.47% |
N/A
|
203K
$0
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
17.4KNew |
N/A
|
17.4K
$0
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.5K+ 8.12% |
N/A
|
206K
$0
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12KNew |
N/A
|
12K
$0
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
11.9K+ 21.75% |
N/A
|
66.5K
$0
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
11.5K+ 60.88% |
N/A
|
30.4K
$0
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
10.7K+ 15.97% |
N/A
|
78K
$0
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
10.7KNew |
N/A
|
10.7K
$0
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
9.79K+ 23.02% |
N/A
|
52.3K
$0
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.52KNew |
N/A
|
9.52K
$0
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.51KNew |
N/A
|
9.51K
$0
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
8.93K+ 10.28% |
N/A
|
95.9K
$0
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
8.71KNew |
N/A
|
8.71K
$0
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.6K+ 22.44% |
N/A
|
46.9K
$0
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.35KNew |
N/A
|
8.35K
$0
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
8.2K+ 13.77% |
N/A
|
67.8K
$0
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.05K+ 74.67% |
N/A
|
18.8K
$0
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.63K+ 272.36% |
N/A
|
10.4K
$0
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
7.32KNew |
N/A
|
7.32K
$0
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
7.23KNew |
N/A
|
7.23K
$0
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.19K+ 84.91% |
N/A
|
15.7K
$0
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
6.83KNew |
N/A
|
6.83K
$0
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.55K+ 24.2% |
N/A
|
33.6K
$0
|