Purchases and Sales Made in Q4 2024 in Innovator U.S. Equity Power Bu (PJUN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUN) 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 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.72K- 0.54% |
$62.9K - $64.9K
|
316K
$12.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.8K- 25.42% |
$65.9K - $68K
|
5.28K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.13K- 1.54% |
$78.1K - $80.6K
|
137K
$5.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.18K- 16.64% |
$80K - $82.5K
|
10.9K
$418K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.54K- 6.34% |
$93.2K - $96.1K
|
37.6K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.68K- 9.77% |
$98.2K - $101K
|
24.8K
$947K
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-2.97K- 4.57% |
$109K - $112K
|
62K
$2.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-3.02K- 3.07% |
$111K - $114K
|
95.3K
$3.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-3.13K- 1.5% |
$115K - $118K
|
206K
$7.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.38K- 1.94% |
$124K - $128K
|
171K
$6.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.86K- 30.53% |
$141K - $146K
|
8.77K
$336K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-3.96K- 1.43% |
$145K - $150K
|
272K
$10.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-4.49K- 12.38% |
$164K - $170K
|
31.8K
$1.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.73K- 5.78% |
$173K - $179K
|
77.1K
$2.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5K- 23.72% |
$183K - $189K
|
16.1K
$615K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.05K- 34.91% |
$185K - $191K
|
9.41K
$360K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.34K- 3.43% |
$196K - $202K
|
150K
$5.76M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.61K- 17.56% |
$205K - $212K
|
26.3K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-6.02K- 34.25% |
$220K - $227K
|
11.5K
$442K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.74K- 14.18% |
$247K - $255K
|
40.8K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.95K- 29.11% |
$291K - $300K
|
19.3K
$740K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-9.25K- 30.45% |
$339K - $350K
|
21.1K
$808K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-9.97K- 10.01% |
$365K - $377K
|
89.7K
$3.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14K- 6.52% |
$514K - $531K
|
201K
$7.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-14.1K- 13.01% |
$516K - $532K
|
94.2K
$3.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-18.5K- 30.91% |
$677K - $699K
|
41.3K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-18.9K- 5.93% |
$692K - $714K
|
300K
$11.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-20.1K- 35.15% |
$736K - $760K
|
37.1K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-23.4K- 0.85% |
$859K - $886K
|
2.73M
$104M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-26.1K- 34.3% |
$956K - $986K
|
50K
$1.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-30.3K- 13.4% |
$1.11M - $1.15M
|
196K
$7.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.9K- 8.01% |
$1.35M - $1.39M
|
424K
$16.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-44.4K- 37.58% |
$1.62M - $1.68M
|
73.7K
$2.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-56.8K- 11.66% |
$2.08M - $2.15M
|
430K
$16.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-57.8K- 34.62% |
$2.12M - $2.19M
|
109K
$4.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-625K- 61.66% |
$22.9M - $23.6M
|
389K
$14.9M
|