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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.62K- 6.94% |
$65.2K - $67.7K
|
21.8K
$911K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.65K- 4.55% |
$66.1K - $68.6K
|
34.5K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.74K- 6.57% |
$69.9K - $72.6K
|
24.8K
$1.04M
|
|
|
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
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2K- 11.09% |
$80.2K - $83.4K
|
16K
$670K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.08K- 14.27% |
$83.4K - $86.7K
|
12.5K
$522K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-2.15K- 2.46% |
$86.1K - $89.5K
|
85.2K
$3.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.21K- 14.0% |
$88.8K - $92.2K
|
13.6K
$568K
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-2.4K- 2.89% |
$96.4K - $100K
|
80.9K
$3.38M
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.57K- 33.11% |
$103K - $107K
|
5.19K
$217K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-2.64K- 8.0% |
$106K - $110K
|
30.4K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.89K- 8.81% |
$116K - $120K
|
29.9K
$1.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-2.92K- 4.71% |
$117K - $121K
|
59K
$2.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.93K- 8.31% |
$117K - $122K
|
32.3K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.01K- 4.84% |
$121K - $125K
|
59K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.2K- 1.77% |
$128K - $133K
|
178K
$7.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.34K- 2.2% |
$134K - $139K
|
149K
$6.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.41K- 10.45% |
$137K - $142K
|
29.2K
$1.22M
|
|
|
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
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.53K- 97.22% |
$142K - $147K
|
101
$4.22K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-4.13K- 70.92% |
$166K - $172K
|
1.69K
$70.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-4.18K- 44.77% |
$168K - $174K
|
5.16K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.29K- 10.98% |
$172K - $179K
|
34.8K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.7K- 2.87% |
$189K - $196K
|
159K
$6.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.93K- 6.84% |
$198K - $206K
|
67.3K
$2.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.21K- 1.44% |
$209K - $217K
|
357K
$14.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-5.22K- 18.64% |
$209K - $218K
|
22.8K
$952K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.28K- 3.76% |
$212K - $220K
|
135K
$5.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-5.55K- 36.13% |
$223K - $231K
|
9.82K
$410K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-7K- 26.73% |
$281K - $292K
|
19.2K
$802K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.95K- 57.59% |
$319K - $331K
|
5.85K
$245K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-8.04K- 21.33% |
$323K - $335K
|
29.7K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-8.18K- 37.22% |
$328K - $341K
|
13.8K
$577K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-9.65K- 7.93% |
$387K - $402K
|
112K
$4.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-9.96K- 39.37% |
$400K - $415K
|
15.3K
$641K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.2K- 15.61% |
$408K - $424K
|
55K
$2.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-12.3K- 5.27% |
$494K - $513K
|
222K
$9.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-12.3K- 41.22% |
$495K - $515K
|
17.6K
$736K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-14.9K- 66.58% |
$596K - $620K
|
7.46K
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-15.9K- 10.43% |
$638K - $662K
|
136K
$5.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-17.9K- 69.33% |
$720K - $748K
|
7.94K
$332K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.3K- 9.18% |
$934K - $970K
|
230K
$9.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.3K- 65.59% |
$1.01M - $1.05M
|
13.3K
$554K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-25.3K- 21.11% |
$1.01M - $1.05M
|
94.4K
$3.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-31K- 53.99% |
$1.24M - $1.29M
|
26.4K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.4K- 5.99% |
$1.42M - $1.47M
|
556K
$23.2M
|
|
|
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
|