Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-128- 2.15% |
$4.55K - $4.79K
|
5.82K
$221K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-56- 0.05% |
$1.99K - $2.1K
|
104K
$3.94M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-7- 0.01% |
$249 - $262
|
56.2K
$2.14M
|
|
| Q4 2024 | |||||||
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-408K- 97.28% |
$14.7M - $15M
|
11.4K
$433K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.81K- 59.56% |
$316K - $325K
|
5.98K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-6.12KClosed |
$220K - $225K
|
0
$0
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-4.92K- 4.46% |
$177K - $181K
|
106K
$4.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.99K- 57.93% |
$143K - $147K
|
2.9K
$110K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-3.29K- 21.02% |
$118K - $121K
|
12.4K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-650- 46.43% |
$23.4K - $24K
|
750
$28.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-352- 2.4% |
$12.7K - $13K
|
14.3K
$543K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-56- 6.47% |
$2.01K - $2.06K
|
810
$30.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-42- 0.31% |
$1.51K - $1.55K
|
13.7K
$519K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.93K- 3.47% |
$306K - $322K
|
249K
$9.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.71K- 19.93% |
$58.7K - $61.7K
|
6.88K
$262K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.1K- 8.47% |
$37.6K - $39.5K
|
11.8K
$450K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-590- 6.21% |
$20.2K - $21.3K
|
8.92K
$339K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-345- 5.43% |
$11.8K - $12.4K
|
6.01K
$228K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-320- 1.67% |
$11K - $11.5K
|
18.8K
$714K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-67- 17.49% |
$2.3K - $2.41K
|
316
$12K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-28- 0.13% |
$960 - $1.01K
|
21.1K
$802K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.17K- 71.42% |
$106K - $111K
|
1.27K
$48.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.55K- 11.56% |
$51.8K - $54.4K
|
11.8K
$450K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.25K- 15.18% |
$41.7K - $43.8K
|
6.97K
$265K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-930- 21.31% |
$31.1K - $32.7K
|
3.44K
$130K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-393- 5.9% |
$13.1K - $13.8K
|
6.27K
$238K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-259- 1.79% |
$8.65K - $9.1K
|
14.2K
$541K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-239- 66.57% |
$7.98K - $8.4K
|
120
$4.56K
|
|
| Q1 2024 | |||||||
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-278K- 97.89% |
$9.05M - $9.49M
|
5.99K
$228K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.94K- 28.33% |
$95.7K - $100K
|
7.44K
$283K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.25K- 9.28% |
$40.7K - $42.7K
|
12.2K
$464K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-431- 1.13% |
$14K - $14.7K
|
37.8K
$1.44M
|
|
| Q4 2023 | |||||||
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-567KClosed |
$16.8M - $18.5M
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.6K- 11.06% |
$196K - $216K
|
53.1K
$2.02M
|
|
| Q3 2023 | |||||||
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-258K- 38.82% |
$7.82M - $8.06M
|
406K
$15.4M
|
|
| Q2 2023 | |||||||
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
SELL
|
- |
-255K- 97.17% |
$7.45M - $7.86M
|
7.42K
$282K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.78K- 16.99% |
$139K - $147K
|
23.3K
$886K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-5.6K- 88.89% |
$158K - $164K
|
700
$26.6K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-176- 26.04% |
$4.96K - $5.16K
|
500
$19K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-21.5K- 73.45% |
$572K - $614K
|
7.77K
$295K
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-2.7K- 6.24% |
$71.8K - $77.2K
|
40.6K
$1.54M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-380- 1.35% |
$10.1K - $11K
|
27.7K
$1.05M
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-6.99KClosed |
$185K - $206K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-645Closed |
$17K - $19K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3KClosed |
$84.3K - $89.1K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-195KClosed |
$5.56M - $5.7M
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Stone House Investment Management, LLC
|
SELL
|
- |
-10.9KClosed |
$312K - $320K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-9.51KClosed |
$272K - $278K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-19.9KClosed |
$563K - $573K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-9.38KClosed |
$259K - $267K
|
0
$0
|
|