Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PMAR)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PMAR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-413- 2.6% |
$17.4K - $18.1K
|
15.5K
$677K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
49.3KNew |
$2.08M - $2.16M
|
49.3K
$2.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
899New |
$37.9K - $39.5K
|
899
$39.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-22.8K- 38.34% |
$961K - $1M
|
36.6K
$1.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-13.6K- 59.03% |
$572K - $595K
|
9.41K
$412K
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
9.33KNew |
$394K - $410K
|
9.33K
$409K
|
|
|
Oct 29, 2025
Q3 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-4.21K- 39.79% |
$178K - $185K
|
6.37K
$279K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.42K- 3.71% |
$102K - $106K
|
62.9K
$2.75M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.32KNew |
$393K - $409K
|
9.32K
$408K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
169+ 3.17% |
$7.13K - $7.42K
|
5.51K
$241K
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.45K- 2.27% |
$61K - $63.4K
|
62.2K
$2.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.23K- 10.36% |
$221K - $230K
|
45.2K
$1.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16KNew |
$675K - $702K
|
16K
$700K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-804- 4.04% |
$33.9K - $35.3K
|
19.1K
$836K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.59KNew |
$194K - $202K
|
4.59K
$201K
|
|
|
Oct 27, 2025
Q3 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-69- 0.86% |
$2.91K - $3.03K
|
7.99K
$350K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-500- 7.78% |
$21.1K - $22K
|
5.92K
$259K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
1+ 0.05% |
$42.2 - $43.9
|
1.83K
$80K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-804- 1.55% |
$33.9K - $35.3K
|
51.2K
$2.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-455- 3.22% |
$19.2K - $20K
|
13.7K
$599K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.73K+ 3.18% |
$73.2K - $76.1K
|
56.2K
$2.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-19- 0.1% |
$802 - $834
|
18.5K
$810K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-20- 0.2% |
$844 - $878
|
9.88K
$433K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-56.5K- 14.82% |
$2.38M - $2.48M
|
324K
$14.2M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-29.1K- 49.0% |
$1.23M - $1.28M
|
30.3K
$1.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.38K- 7.34% |
$142K - $148K
|
42.6K
$1.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-6.31K- 15.02% |
$266K - $277K
|
35.7K
$1.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-684- 1.7% |
$28.9K - $30K
|
39.5K
$1.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-2.46K- 4.09% |
$104K - $108K
|
57.6K
$2.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.01K- 1.55% |
$84.6K - $88K
|
127K
$5.57M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-6.37K- 57.52% |
$269K - $279K
|
4.7K
$206K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.02K- 5.75% |
$42.9K - $44.7K
|
16.7K
$729K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-355- 1.01% |
$15K - $15.6K
|
34.7K
$1.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-320- 2.79% |
$13.5K - $14.1K
|
11.1K
$488K
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-6.48K- 18.68% |
$273K - $284K
|
28.2K
$1.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.1K- 8.71% |
$46.3K - $48.1K
|
11.5K
$503K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-667- 2.13% |
$28.2K - $29.3K
|
30.7K
$1.34M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-860- 2.48% |
$36.3K - $37.8K
|
33.8K
$1.48M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-6.75K- 10.53% |
$285K - $296K
|
57.3K
$2.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
SELL
|
- |
-5.42K- 39.03% |
$229K - $238K
|
8.47K
$371K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.04K+ 1.79% |
$43.7K - $45.5K
|
59.1K
$2.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-6.86K- 0.94% |
$290K - $301K
|
724K
$31.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-38.5K- 82.98% |
$1.63M - $1.69M
|
7.9K
$346K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-800- 11.94% |
$33.8K - $35.1K
|
5.9K
$258K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-699K- 82.61% |
$29.5M - $30.7M
|
147K
$6.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
250+ 4.02% |
$10.6K - $11K
|
6.47K
$283K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-360- 1.57% |
$15.2K - $15.8K
|
22.6K
$989K
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.78K- 13.17% |
$117K - $122K
|
18.3K
$803K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.71K- 28.85% |
$114K - $119K
|
6.69K
$293K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-436- 2.78% |
$18.4K - $19.1K
|
15.2K
$667K
|