Latest Institutional Purchases of Innovator U.S. Equity Power Bu (PMAR)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PMAR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
313New |
$11.6K - $13.2K
|
313
$13.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
300New |
$11.2K - $12.7K
|
300
$13.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
239+ 1.89% |
$8.89K - $10.1K
|
12.9K
$570K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
219+ 308.45% |
$8.14K - $9.25K
|
290
$12.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
30.3KNew |
$1.2M - $1.24M
|
30.3K
$1.34M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
24.2KNew |
$956K - $992K
|
24.2K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
18.2K+ 21.05% |
$718K - $745K
|
104K
$4.61M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.8KNew |
$545K - $566K
|
13.8K
$610K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
12.2KNew |
$482K - $500K
|
12.2K
$539K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
10.9K+ 174.36% |
$431K - $448K
|
17.2K
$759K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.57KNew |
$378K - $392K
|
9.57K
$423K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
9.19KNew |
$363K - $377K
|
9.19K
$406K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.96KNew |
$315K - $326K
|
7.96K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.8K+ 10.51% |
$308K - $320K
|
82K
$3.62M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
7.06KNew |
$279K - $289K
|
7.06K
$312K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.95K+ 80.74% |
$275K - $285K
|
15.6K
$687K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
5.37KNew |
$212K - $220K
|
5.37K
$237K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.2KNew |
$206K - $213K
|
5.2K
$230K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5KNew |
$197K - $205K
|
5K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
3.27K+ 16.09% |
$129K - $134K
|
23.6K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.9K+ 33.33% |
$115K - $119K
|
11.6K
$513K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1.51KNew |
$59.5K - $61.8K
|
1.51K
$66.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.5K+ 17.65% |
$59.3K - $61.5K
|
10K
$442K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.01K+ 6.47% |
$39.9K - $41.4K
|
16.6K
$735K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
762+ 20.29% |
$30.1K - $31.2K
|
4.52K
$200K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
740+ 7.37% |
$29.2K - $30.3K
|
10.8K
$477K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
515+ 8.11% |
$20.3K - $21.1K
|
6.87K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
449+ 2.59% |
$17.7K - $18.4K
|
17.8K
$787K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
250+ 48.45% |
$9.88K - $10.3K
|
766
$33.8K
|
|
|
Nov 21, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
59+ 33.33% |
$2.33K - $2.42K
|
236
$10.4K
|
|
| Q4 2024 | |||||||
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
25.2KNew |
$984K - $1.02M
|
25.2K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
17.5KNew |
$685K - $709K
|
17.5K
$775K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
9.38KNew |
$366K - $379K
|
9.38K
$415K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.13KNew |
$278K - $288K
|
7.13K
$315K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
6.77KNew |
$264K - $274K
|
6.77K
$299K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
6.44KNew |
$252K - $260K
|
6.44K
$285K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
5.49KNew |
$214K - $222K
|
5.49K
$242K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4.23KNew |
$165K - $171K
|
4.23K
$187K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.65KNew |
$64.5K - $66.8K
|
1.65K
$73K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
272+ 578.72% |
$10.6K - $11K
|
319
$14.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
68New |
$2.65K - $2.75K
|
68
$3K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.45K+ 47.37% |
$127K - $136K
|
10.7K
$475K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.56KNew |
$57.4K - $61K
|
1.56K
$68.7K
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
33.5KNew |
$1.2M - $1.27M
|
33.5K
$1.48M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
22.5K+ 39.28% |
$806K - $855K
|
79.8K
$3.53M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
9.94KNew |
$356K - $378K
|
9.94K
$439K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
8.29KNew |
$297K - $315K
|
8.29K
$366K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.11KNew |
$254K - $270K
|
7.11K
$314K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.58KNew |
$236K - $250K
|
6.58K
$291K
|
|