Latest Institutional Purchases of Innovator U.S. Equity Power Bu (PFEB)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PFEB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.39K+ 8.07% |
$84.9K - $89.5K
|
32K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.37K+ 56.13% |
$84.3K - $88.8K
|
6.6K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
2.27K+ 10.93% |
$80.5K - $84.8K
|
23K
$874K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.27KNew |
$80.5K - $84.8K
|
2.27K
$86K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.25K+ 9.81% |
$80.1K - $84.4K
|
25.2K
$958K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.2K+ 11.32% |
$78.2K - $82.4K
|
21.6K
$822K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
2.08K+ 7.78% |
$73.9K - $77.9K
|
28.8K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2K+ 19.22% |
$70.9K - $74.7K
|
12.4K
$470K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.98K+ 2.74% |
$70.4K - $74.2K
|
74.4K
$2.83M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.9K+ 7.92% |
$67.5K - $71.1K
|
25.9K
$984K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.37K+ 11.37% |
$48.6K - $51.2K
|
13.4K
$509K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.34K+ 9.86% |
$47.7K - $50.2K
|
15K
$568K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.22K+ 10.72% |
$43.4K - $45.7K
|
12.6K
$479K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.13K+ 1.1% |
$40.1K - $42.2K
|
103K
$3.92M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.02K+ 17.94% |
$36.4K - $38.3K
|
6.73K
$256K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
893+ 266.57% |
$31.7K - $33.4K
|
1.23K
$46.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
541New |
$19.2K - $20.3K
|
541
$20.6K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
534+ 21.0% |
$19K - $20K
|
3.08K
$117K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
500+ 6.09% |
$17.8K - $18.7K
|
8.71K
$331K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
468New |
$16.6K - $17.5K
|
468
$17.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
450New |
$16K - $16.8K
|
450
$17.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
404+ 5.32% |
$14.4K - $15.1K
|
8K
$304K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
254+ 1.77% |
$9.03K - $9.51K
|
14.6K
$556K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
134+ 2.17% |
$4.76K - $5.02K
|
6.32K
$240K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
80+ 0.47% |
$2.84K - $3K
|
17.1K
$651K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
54+ 0.33% |
$1.92K - $2.02K
|
16.4K
$624K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
25New |
$889 - $936
|
25
$950
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
10New |
$355 - $374
|
10
$380
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
63.5K+ 8.79% |
$2.28M - $2.34M
|
786K
$29.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
50.4KNew |
$1.81M - $1.86M
|
50.4K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
20.4KNew |
$732K - $751K
|
20.4K
$774K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.8KNew |
$604K - $619K
|
16.8K
$638K
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
14.5KNew |
$519K - $532K
|
14.5K
$549K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
13.1KNew |
$472K - $484K
|
13.1K
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.16KNew |
$329K - $337K
|
9.16K
$348K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
8.94KNew |
$321K - $329K
|
8.94K
$339K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
5.97KNew |
$214K - $220K
|
5.97K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.79K+ 23.14% |
$136K - $140K
|
20.2K
$766K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.9K+ 33.85% |
$104K - $107K
|
11.5K
$435K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.81K+ 26.82% |
$65.1K - $66.7K
|
8.56K
$325K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
1.6KNew |
$57.5K - $59K
|
1.6K
$60.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
849New |
$30.5K - $31.3K
|
849
$32.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
599New |
$21.5K - $22.1K
|
599
$22.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
78New |
$2.8K - $2.87K
|
78
$2.96K
|
|
| Q3 2024 | |||||||
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
33.3KNew |
$1.14M - $1.2M
|
33.3K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.45KNew |
$324K - $341K
|
9.45K
$359K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
7.35KNew |
$252K - $265K
|
7.35K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
6.64K+ 90.93% |
$228K - $239K
|
13.9K
$530K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
413+ 1.29% |
$14.2K - $14.9K
|
32.5K
$1.24M
|
|