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 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-128- 2.15% |
$4.55K - $4.79K
|
5.82K
$208K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-135- 6.98% |
$4.8K - $5.05K
|
1.8K
$64.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-135- 54.0% |
$4.8K - $5.05K
|
115
$4.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-163- 0.19% |
$5.79K - $6.1K
|
84.7K
$3.02M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-184- 1.03% |
$6.54K - $6.89K
|
17.7K
$633K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-474- 6.19% |
$16.8K - $17.7K
|
7.18K
$256K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-608- 6.57% |
$21.6K - $22.8K
|
8.64K
$308K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-770- 1.78% |
$27.4K - $28.8K
|
42.5K
$1.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.32K- 10.9% |
$46.9K - $49.5K
|
10.8K
$385K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-1.5K- 43.51% |
$53.4K - $56.2K
|
1.95K
$69.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.74K- 11.69% |
$97.3K - $103K
|
20.7K
$738K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-2.83K- 2.92% |
$101K - $106K
|
94K
$3.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-3.04K- 25.25% |
$108K - $114K
|
8.99K
$321K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.05K- 37.87% |
$108K - $114K
|
5K
$178K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-3.1K- 34.96% |
$110K - $116K
|
5.77K
$206K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.5K- 24.19% |
$267K - $281K
|
23.5K
$839K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-7.54K- 12.91% |
$268K - $282K
|
50.9K
$1.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.6K- 47.76% |
$270K - $284K
|
8.31K
$297K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-7.76K- 16.79% |
$276K - $291K
|
38.5K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-7.9K- 14.25% |
$281K - $296K
|
47.5K
$1.7M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-8.3K- 53.58% |
$295K - $311K
|
7.19K
$257K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-10K- 33.68% |
$355K - $374K
|
19.7K
$703K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-10.7K- 36.38% |
$381K - $401K
|
18.7K
$669K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-11.7K- 75.9% |
$415K - $438K
|
3.71K
$132K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-28.9K- 37.03% |
$1.03M - $1.08M
|
49.2K
$1.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-278K- 80.78% |
$9.86M - $10.4M
|
66K
$2.36M
|