Purchases and Sales Made in Q4 2024 in Innovator U.S. Equity Power Bu (PJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUL) 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
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
14.5K+ 8.08% |
$580K - $602K
|
193K
$8.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
13.6K+ 78.4% |
$547K - $568K
|
31K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.68K+ 1.58% |
$348K - $362K
|
558K
$23.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.46K+ 4.32% |
$98.6K - $102K
|
59.3K
$2.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.63KNew |
$65.4K - $67.9K
|
1.63K
$68.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
483+ 0.57% |
$19.4K - $20.1K
|
85.4K
$3.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
200+ 0.99% |
$8.02K - $8.34K
|
20.3K
$850K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
113New |
$4.53K - $4.71K
|
113
$4.73K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
89+ 0.31% |
$3.57K - $3.71K
|
28.6K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-4- 0.02% |
$160 - $167
|
18.8K
$789K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-30- 0.11% |
$1.2K - $1.25K
|
27.7K
$1.16M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-72- 0.61% |
$2.89K - $3K
|
11.8K
$493K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-85- 1.11% |
$3.41K - $3.54K
|
7.57K
$317K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
SELL
|
- |
-107- 1.1% |
$4.29K - $4.46K
|
9.65K
$404K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-160- 1.14% |
$6.42K - $6.67K
|
13.9K
$583K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-257- 0.63% |
$10.3K - $10.7K
|
40.6K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-289- 2.3% |
$11.6K - $12K
|
12.3K
$514K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-293- 2.4% |
$11.8K - $12.2K
|
11.9K
$498K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-714- 0.47% |
$28.6K - $29.8K
|
152K
$6.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-776- 2.17% |
$31.1K - $32.3K
|
35K
$1.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.28K- 4.74% |
$51.4K - $53.4K
|
25.7K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.75K- 14.86% |
$70.1K - $72.9K
|
10K
$419K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.45K- 1.76% |
$98.1K - $102K
|
137K
$5.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-2.55K- 16.94% |
$102K - $106K
|
12.5K
$523K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-2.64K- 8.0% |
$106K - $110K
|
30.4K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-3.46K- 5.94% |
$139K - $144K
|
54.8K
$2.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-3.49K- 4.4% |
$140K - $145K
|
75.8K
$3.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.93K- 6.84% |
$198K - $206K
|
67.3K
$2.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.28K- 3.76% |
$212K - $220K
|
135K
$5.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-7K- 26.73% |
$281K - $292K
|
19.2K
$803K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-8.18K- 37.22% |
$328K - $341K
|
13.8K
$578K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-9.65K- 7.93% |
$387K - $402K
|
112K
$4.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-31K- 53.99% |
$1.24M - $1.29M
|
26.4K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-35.7K- 26.33% |
$1.43M - $1.49M
|
99.7K
$4.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-40.7K- 63.56% |
$1.63M - $1.69M
|
23.3K
$975K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-647K- 84.43% |
$26M - $27M
|
119K
$4.99M
|