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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.9K- 11.12% |
$463K - $475K
|
103K
$3.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.2K- 13.25% |
$512K - $525K
|
93.3K
$3.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-14.5K- 17.84% |
$522K - $535K
|
66.9K
$2.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-15.3K- 21.58% |
$548K - $562K
|
55.4K
$2.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-16K- 33.43% |
$577K - $591K
|
32K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-16.3K- 55.78% |
$586K - $601K
|
12.9K
$479K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-16.9K- 10.55% |
$607K - $622K
|
143K
$5.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-18.2K- 26.76% |
$656K - $672K
|
49.9K
$1.85M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-18.3K- 31.31% |
$659K - $675K
|
40.2K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20.3K- 10.53% |
$729K - $747K
|
172K
$6.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-21K- 50.32% |
$755K - $774K
|
20.7K
$769K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-28K- 91.66% |
$1M - $1.03M
|
2.54K
$94.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-35.9K- 56.11% |
$1.29M - $1.32M
|
28.1K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-36.1K- 8.27% |
$1.3M - $1.33M
|
400K
$14.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-48.5K- 5.69% |
$1.74M - $1.79M
|
805K
$29.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-50.9K- 82.07% |
$1.83M - $1.87M
|
11.1K
$412K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-80.5K- 52.47% |
$2.89M - $2.97M
|
72.9K
$2.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-86.7K- 3.05% |
$3.11M - $3.19M
|
2.76M
$102M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2.26M- 99.47% |
$81.1M - $83.2M
|
12K
$446K
|