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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
25.5K+ 152.0% |
$947K - $1.08M
|
42.2K
$1.85M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.2K+ 3.59% |
$44.6K - $50.7K
|
34.7K
$1.51M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
49.4K+ 169.19% |
$1.84M - $2.09M
|
78.7K
$3.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.9K+ 2.94% |
$405K - $460K
|
381K
$16.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-12.8K- 68.74% |
$476K - $540K
|
5.82K
$254K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.29K- 6.88% |
$85K - $96.5K
|
30.9K
$1.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
170K+ 14.03% |
$6.34M - $7.2M
|
1.39M
$60.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-900- 4.38% |
$33.5K - $38K
|
19.6K
$858K
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-19- 0.06% |
$706 - $802
|
31.3K
$1.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.7K- 13.71% |
$63.3K - $71.9K
|
10.7K
$468K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.6K+ 31.37% |
$59.5K - $67.6K
|
6.7K
$293K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.9K+ 152.03% |
$515K - $585K
|
23K
$1M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.51K- 4.61% |
$93.3K - $106K
|
52K
$2.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
219+ 308.45% |
$8.14K - $9.25K
|
290
$12.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
694+ 13.39% |
$25.8K - $29.3K
|
5.88K
$257K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
381+ 14.55% |
$14.2K - $16.1K
|
3K
$131K
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-2.11K- 10.24% |
$78.5K - $89.2K
|
18.5K
$809K
|
|
|
Aug 01, 2025
Q2 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
7.83K+ 22.91% |
$291K - $331K
|
42K
$1.84M
|
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-100- 0.2% |
$3.72K - $4.22K
|
50.8K
$2.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
42+ 0.19% |
$1.56K - $1.77K
|
22.3K
$975K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
573+ 0.53% |
$21.3K - $24.2K
|
108K
$4.71M
|
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
12.3KNew |
$458K - $520K
|
12.3K
$538K
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-300- 0.79% |
$11.2K - $12.7K
|
37.9K
$1.66M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.44K+ 2.26% |
$90.5K - $103K
|
110K
$4.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
7.48K+ 13.31% |
$278K - $316K
|
63.6K
$2.78M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.54K+ 47.36% |
$169K - $192K
|
14.1K
$618K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.83KNew |
$67.9K - $77.1K
|
1.83K
$79.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
662K+ 360.08% |
$24.6M - $28M
|
846K
$37M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
725+ 4.27% |
$27K - $30.6K
|
17.7K
$774K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-425- 7.49% |
$15.8K - $17.9K
|
5.25K
$229K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-9.98K- 13.25% |
$371K - $421K
|
65.3K
$2.85M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
874+ 7.31% |
$32.5K - $36.9K
|
12.8K
$561K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.44K+ 68.2% |
$239K - $272K
|
15.9K
$694K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.1K- 37.48% |
$412K - $468K
|
18.5K
$808K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
100+ 1.64% |
$3.72K - $4.22K
|
6.21K
$271K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-7.34K- 10.86% |
$273K - $310K
|
60.3K
$2.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.42KNew |
$239K - $271K
|
6.42K
$281K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.39K+ 10.4% |
$126K - $143K
|
36K
$1.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-41.4K- 53.54% |
$1.54M - $1.75M
|
35.9K
$1.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
19.6K+ 83.52% |
$728K - $827K
|
43K
$1.88M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.24K- 8.86% |
$120K - $137K
|
33.3K
$1.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2.5K- 3.75% |
$93K - $106K
|
64.1K
$2.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6- 0.04% |
$223 - $253
|
14K
$611K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
11.5KNew |
$426K - $484K
|
11.5K
$501K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
498+ 0.56% |
$18.5K - $21K
|
89.5K
$3.91M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.11KNew |
$78.3K - $88.9K
|
2.11K
$92K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.2K+ 7.07% |
$81.8K - $92.9K
|
33.3K
$1.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.87K- 2.96% |
$144K - $164K
|
127K
$5.54M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-315- 0.53% |
$11.7K - $13.3K
|
59.4K
$2.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-918- 7.62% |
$34.1K - $38.8K
|
11.1K
$486K
|