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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.44K- 2.77% |
$53.5K - $60.8K
|
50.5K
$2.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.16K+ 7.78% |
$43.1K - $49K
|
16.1K
$702K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
901+ 210.51% |
$33.5K - $38K
|
1.33K
$58.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
901+ 1.52% |
$33.5K - $38K
|
60K
$2.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
11K+ 8.35% |
$408K - $464K
|
142K
$6.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-5.14K- 0.7% |
$191K - $217K
|
731K
$31.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-755- 7.44% |
$28.1K - $31.9K
|
9.4K
$411K
|
|
|
Jul 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-1.12K- 11.65% |
$41.6K - $47.3K
|
8.48K
$371K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.54K+ 15.09% |
$169K - $192K
|
34.7K
$1.51M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.63K+ 2.88% |
$60.4K - $68.6K
|
58K
$2.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
19.1KNew |
$711K - $807K
|
19.1K
$835K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12.5K- 35.26% |
$465K - $528K
|
23K
$1M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.18K+ 86.21% |
$304K - $346K
|
17.7K
$772K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-4.07K- 35.87% |
$151K - $172K
|
7.27K
$318K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.89K- 26.01% |
$70.1K - $79.6K
|
5.36K
$234K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.56K- 8.56% |
$207K - $235K
|
59.4K
$2.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-644- 2.25% |
$23.9K - $27.2K
|
28K
$1.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.2K- 13.51% |
$44.6K - $50.7K
|
7.69K
$336K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-2.01K- 19.99% |
$74.8K - $85K
|
8.06K
$352K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-415- 2.37% |
$15.4K - $17.5K
|
17.1K
$747K
|
|
| Q1 2025 | |||||||
|
Aug 11, 2025
Q1 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
31.9K+ 60.04% |
$1.26M - $1.31M
|
85K
$3.71M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
24.2KNew |
$956K - $992K
|
24.2K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-534- 8.7% |
$21.1K - $21.9K
|
5.61K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
3.27K+ 16.09% |
$129K - $134K
|
23.6K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
449+ 2.59% |
$17.7K - $18.4K
|
17.8K
$778K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1.17K+ 1.36% |
$46.4K - $48.1K
|
87.7K
$3.83M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
236New |
$9.32K - $9.68K
|
236
$10.3K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.95K+ 80.74% |
$275K - $285K
|
15.6K
$680K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.13KNew |
$242K - $251K
|
6.13K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.57KNew |
$378K - $392K
|
9.57K
$418K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14K- 57.94% |
$554K - $575K
|
10.2K
$445K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
9.19KNew |
$363K - $377K
|
9.19K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.91K- 50.28% |
$115K - $119K
|
2.88K
$126K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.32K- 14.88% |
$52K - $53.9K
|
7.52K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
7.06KNew |
$279K - $289K
|
7.06K
$308K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.8K+ 10.51% |
$308K - $320K
|
82K
$3.58M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
250+ 48.45% |
$9.88K - $10.3K
|
766
$33.5K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-14K- 96.26% |
$552K - $572K
|
543
$23.7K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.8KNew |
$545K - $566K
|
13.8K
$603K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-3.41K- 3.72% |
$135K - $140K
|
88.2K
$3.85M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.77K+ 52.69% |
$149K - $155K
|
10.9K
$478K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.28K- 24.89% |
$130K - $135K
|
9.9K
$433K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.7K+ 73.84% |
$186K - $193K
|
11.1K
$484K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
762+ 20.29% |
$30.1K - $31.2K
|
4.52K
$197K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.9K+ 33.33% |
$115K - $119K
|
11.6K
$507K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.28K+ 3.51% |
$50.5K - $52.4K
|
37.7K
$1.65M
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
13.8KNew |
$543K - $564K
|
13.8K
$601K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
18.2K+ 21.05% |
$718K - $745K
|
104K
$4.56M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.01K+ 6.47% |
$39.9K - $41.4K
|
16.6K
$727K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.96KNew |
$315K - $326K
|
7.96K
$348K
|
|