Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-695- 2.04% |
$25K - $25.6K
|
33.3K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-727- 0.92% |
$26.1K - $26.8K
|
78.2K
$2.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-779- 6.04% |
$28K - $28.7K
|
12.1K
$449K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-856- 2.48% |
$30.8K - $31.5K
|
33.6K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-882- 1.5% |
$31.7K - $32.5K
|
57.9K
$2.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-907- 1.71% |
$32.6K - $33.4K
|
52.1K
$1.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.02K- 1.19% |
$36.7K - $37.6K
|
84.9K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.07K- 2.99% |
$38.5K - $39.5K
|
34.7K
$1.29M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-1.09K- 1.04% |
$39.2K - $40.2K
|
104K
$3.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.25K- 9.44% |
$45.1K - $46.2K
|
12K
$446K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.27K- 17.18% |
$45.7K - $46.9K
|
6.13K
$227K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.42K- 1.06% |
$51.1K - $52.4K
|
133K
$4.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.46K- 11.42% |
$52.3K - $53.7K
|
11.3K
$419K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.65K- 2.75% |
$59.4K - $60.9K
|
58.4K
$2.17M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.81K- 1.64% |
$65.1K - $66.7K
|
109K
$4.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.83K- 14.95% |
$65.6K - $67.3K
|
10.4K
$385K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.95K- 10.61% |
$69.9K - $71.7K
|
16.4K
$608K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.99K- 4.12% |
$71.4K - $73.2K
|
46.2K
$1.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2K- 7.69% |
$71.9K - $73.7K
|
24K
$890K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-2.05K- 2.07% |
$73.7K - $75.5K
|
96.9K
$3.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.08K- 0.94% |
$74.8K - $76.6K
|
219K
$8.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.1K- 52.02% |
$75.3K - $77.2K
|
1.93K
$71.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-2.22K- 28.02% |
$79.9K - $81.9K
|
5.71K
$212K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.7K- 8.01% |
$97K - $99.5K
|
31K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.76K- 4.43% |
$99.3K - $102K
|
59.6K
$2.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.94K- 2.46% |
$106K - $108K
|
117K
$4.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3K- 24.49% |
$108K - $111K
|
9.25K
$343K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-3.23K- 9.85% |
$116K - $119K
|
29.6K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.35K- 6.56% |
$120K - $123K
|
47.7K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3.45K- 2.29% |
$124K - $127K
|
147K
$5.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-3.51K- 8.25% |
$126K - $129K
|
39K
$1.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.62K- 3.43% |
$130K - $134K
|
102K
$3.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.99K- 57.93% |
$143K - $147K
|
2.9K
$107K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.08K- 11.38% |
$147K - $150K
|
31.8K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.09K- 6.77% |
$147K - $151K
|
56.3K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-4.18K- 9.66% |
$150K - $154K
|
39.1K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.43K- 12.98% |
$159K - $163K
|
29.7K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-4.83K- 11.4% |
$174K - $178K
|
37.6K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.13K- 45.1% |
$184K - $189K
|
6.25K
$232K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-5.41K- 19.82% |
$195K - $200K
|
21.9K
$812K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.65K- 1.62% |
$203K - $208K
|
344K
$12.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-5.69K- 31.41% |
$204K - $210K
|
12.4K
$460K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-6.12KClosed |
$220K - $225K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-6.24K- 32.71% |
$224K - $230K
|
12.8K
$476K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.42K- 4.56% |
$231K - $237K
|
135K
$4.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.56K- 5.5% |
$236K - $242K
|
113K
$4.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.95K- 13.73% |
$250K - $256K
|
43.7K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-7.75K- 9.67% |
$279K - $286K
|
72.4K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.81K- 59.56% |
$316K - $325K
|
5.98K
$222K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10K- 50.83% |
$361K - $370K
|
9.71K
$360K
|