Purchases and Sales Made in Q4 2024 in Innovator U.S. Equity Power Bu (PJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJAN) 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
|
Firestone Capital Management
|
SELL
|
- |
-238- 0.99% |
$9.8K - $10.1K
|
23.9K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-332- 3.56% |
$13.7K - $14K
|
9.01K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-480- 19.4% |
$19.8K - $20.3K
|
1.99K
$88.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-508- 2.43% |
$20.9K - $21.5K
|
20.4K
$907K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-518- 5.29% |
$21.3K - $21.9K
|
9.28K
$412K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-712- 2.91% |
$29.3K - $30.1K
|
23.8K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-766- 68.09% |
$31.5K - $32.4K
|
359
$15.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-769- 1.06% |
$31.7K - $32.5K
|
71.5K
$3.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-812- 4.23% |
$33.4K - $34.3K
|
18.4K
$816K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-835- 3.39% |
$34.4K - $35.3K
|
23.8K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-850- 0.59% |
$35K - $35.9K
|
142K
$6.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-864- 0.99% |
$35.6K - $36.5K
|
86.3K
$3.83M
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-900- 9.77% |
$37K - $38K
|
8.31K
$369K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-902- 3.62% |
$37.1K - $38.1K
|
24K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-921- 13.09% |
$37.9K - $38.9K
|
6.11K
$272K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-972- 4.62% |
$40K - $41.1K
|
20.1K
$891K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.15K- 5.85% |
$47.4K - $48.7K
|
18.6K
$824K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.19K- 4.43% |
$48.9K - $50.2K
|
25.6K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.19K- 3.19% |
$48.9K - $50.2K
|
36.1K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.2K- 2.21% |
$49.6K - $50.9K
|
53.4K
$2.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.25K- 16.05% |
$51.3K - $52.6K
|
6.52K
$289K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.25K- 10.57% |
$51.4K - $52.8K
|
10.6K
$470K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.25K- 19.1% |
$51.5K - $52.9K
|
5.3K
$235K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.37K- 8.3% |
$56.3K - $57.8K
|
15.1K
$671K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.38K- 10.6% |
$56.8K - $58.3K
|
11.6K
$517K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.56K- 4.27% |
$64.1K - $65.8K
|
35K
$1.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.56K- 1.89% |
$64.3K - $66K
|
80.9K
$3.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-1.69K- 4.55% |
$69.7K - $71.6K
|
35.5K
$1.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.75K- 1.96% |
$71.8K - $73.7K
|
87.3K
$3.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-1.75K- 11.9% |
$72K - $73.9K
|
13K
$575K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.92K- 16.24% |
$79K - $81.1K
|
9.9K
$440K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2K- 4.85% |
$82.3K - $84.5K
|
39.2K
$1.74M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.2K- 10.98% |
$90.6K - $93K
|
17.8K
$792K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.23K- 3.77% |
$92K - $94.4K
|
57.1K
$2.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-2.31K- 8.64% |
$95.2K - $97.7K
|
24.5K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.64K- 77.31% |
$109K - $112K
|
775
$34.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.03K- 18.96% |
$125K - $128K
|
13K
$576K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.08K- 2.74% |
$127K - $130K
|
109K
$4.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3.46K- 9.75% |
$142K - $146K
|
32K
$1.42M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.52K- 9.64% |
$145K - $149K
|
33K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-4.61K- 11.61% |
$190K - $195K
|
35.1K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-4.79K- 9.44% |
$197K - $202K
|
45.9K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-4.83K- 6.61% |
$199K - $204K
|
68.2K
$3.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-5.17K- 11.67% |
$213K - $218K
|
39.1K
$1.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-5.93K- 8.86% |
$244K - $250K
|
60.9K
$2.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-6KClosed |
$247K - $254K
|
0
$0
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.02K- 9.98% |
$248K - $254K
|
54.3K
$2.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-6.16K- 40.29% |
$254K - $260K
|
9.13K
$406K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.21K- 10.97% |
$256K - $262K
|
50.4K
$2.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-6.66K- 28.06% |
$274K - $281K
|
17.1K
$758K
|