Purchases and Sales Made in Q1 2025 in Innovator U.S. Equity Power Bu (PFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PFEB) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
867K+ 605.36% |
$30.8M - $32.5M
|
1.01M
$36.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
375K+ 770.66% |
$13.3M - $14.1M
|
424K
$15.1M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
363K+ 389.24% |
$12.9M - $13.6M
|
456K
$16.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
142K+ 194.59% |
$5.04M - $5.31M
|
215K
$7.67M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
96.4K+ 82.56% |
$3.43M - $3.61M
|
213K
$7.61M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
81.3KNew |
$2.89M - $3.04M
|
81.3K
$2.9M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
78K+ 45.29% |
$2.77M - $2.92M
|
250K
$8.94M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
69.4KNew |
$2.47M - $2.6M
|
69.4K
$2.48M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
64.5KNew |
$2.29M - $2.42M
|
64.5K
$2.3M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
51.4KNew |
$1.83M - $1.92M
|
51.4K
$1.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
51.4KNew |
$1.83M - $1.92M
|
51.4K
$1.83M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
47.4K+ 572.42% |
$1.68M - $1.77M
|
55.7K
$1.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
45.9K+ 3.59% |
$1.63M - $1.72M
|
1.33M
$47.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
45.3K+ 614.24% |
$1.61M - $1.7M
|
52.7K
$1.88M
|
|
|
May 06, 2025
Q1 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
41KNew |
$1.46M - $1.54M
|
41K
$1.46M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
40.6K+ 314.06% |
$1.44M - $1.52M
|
53.5K
$1.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
38.5K+ 120.38% |
$1.37M - $1.44M
|
70.4K
$2.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
36.5K+ 62.9% |
$1.3M - $1.36M
|
94.4K
$3.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
33.5K+ 85.8% |
$1.19M - $1.26M
|
72.7K
$2.59M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
28.9KNew |
$1.03M - $1.08M
|
28.9K
$1.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
26.3KNew |
$936K - $986K
|
26.3K
$940K
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
25.4K+ 419.11% |
$901K - $949K
|
31.4K
$1.12M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
24.4K+ 1690.52% |
$868K - $915K
|
25.9K
$923K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
23.9K+ 78.26% |
$850K - $895K
|
54.5K
$1.94M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
22.7K+ 138.36% |
$806K - $849K
|
39.1K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
20.7K+ 15.57% |
$737K - $776K
|
154K
$5.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
19.3KNew |
$686K - $723K
|
19.3K
$689K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
18.7K+ 98.47% |
$666K - $702K
|
37.8K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
18.4K+ 17.15% |
$654K - $689K
|
126K
$4.49M
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
18KNew |
$639K - $674K
|
18K
$642K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.6K+ 17.06% |
$624K - $658K
|
121K
$4.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
17.5K+ 11.88% |
$621K - $654K
|
164K
$5.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.3K+ 146.32% |
$578K - $609K
|
27.4K
$977K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
15.6K+ 45.43% |
$555K - $584K
|
49.9K
$1.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
14.8K+ 43.88% |
$525K - $553K
|
48.4K
$1.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
14.7K+ 139.41% |
$522K - $550K
|
25.2K
$901K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.6KNew |
$518K - $546K
|
14.6K
$521K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
14.4KNew |
$511K - $538K
|
14.4K
$513K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
14K+ 123.94% |
$498K - $524K
|
25.3K
$903K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.9K+ 102.51% |
$496K - $522K
|
27.6K
$983K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.6KNew |
$410K - $432K
|
11.6K
$412K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
11.5KNew |
$407K - $429K
|
11.5K
$409K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8.7KNew |
$309K - $326K
|
8.7K
$311K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8.65K+ 33.32% |
$307K - $324K
|
34.6K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
8.07KNew |
$287K - $302K
|
8.07K
$288K
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
7.78KNew |
$276K - $291K
|
7.78K
$277K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.09K+ 23.9% |
$252K - $266K
|
36.8K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
7.03KNew |
$250K - $263K
|
7.03K
$251K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.54KNew |
$232K - $245K
|
6.54K
$233K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
6.22K+ 168.11% |
$221K - $233K
|
9.92K
$354K
|