Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-100- 1.92% |
$3.95K - $4.1K
|
5.1K
$216K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-50- 50.0% |
$1.98K - $2.05K
|
50
$2.12K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-25- 0.28% |
$988 - $1.03K
|
9.02K
$382K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-75.4K- 11.49% |
$2.94M - $3.05M
|
581K
$24.6M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-27.3K- 66.73% |
$1.06M - $1.1M
|
13.6K
$575K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-21.5K- 71.67% |
$839K - $868K
|
8.49K
$359K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-17.6K- 95.31% |
$686K - $710K
|
864
$36.6K
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.97K- 97.54% |
$155K - $160K
|
100
$4.23K
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 6.96% |
$61.7K - $63.8K
|
21.1K
$894K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-843- 3.07% |
$32.9K - $34.1K
|
26.7K
$1.13M
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 13.99% |
$7.81K - $8.08K
|
1.23K
$52K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-159- 0.29% |
$6.21K - $6.43K
|
54.5K
$2.31M
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-135- 1.31% |
$5.27K - $5.46K
|
10.1K
$429K
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-74- 0.2% |
$2.89K - $2.99K
|
36.5K
$1.55M
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.75K- 3.01% |
$212K - $225K
|
185K
$7.84M
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-5.57K- 34.89% |
$205K - $218K
|
10.4K
$439K
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-4.56K- 4.79% |
$168K - $179K
|
90.8K
$3.84M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.81K- 4.93% |
$104K - $110K
|
54.2K
$2.29M
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-2.75K- 28.91% |
$101K - $108K
|
6.75K
$286K
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.63K- 76.64% |
$96.8K - $103K
|
800
$33.8K
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.6K- 20.59% |
$59K - $62.8K
|
6.17K
$261K
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-1.03K- 4.77% |
$38K - $40.4K
|
20.5K
$869K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-843- 30.98% |
$31.1K - $33.1K
|
1.88K
$79.5K
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-500- 3.09% |
$18.4K - $19.6K
|
15.7K
$663K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-88- 1.05% |
$3.25K - $3.45K
|
8.31K
$352K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-30- 0.48% |
$1.11K - $1.18K
|
6.22K
$263K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18- 0.16% |
$664 - $707
|
11.4K
$483K
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-16- 3.6% |
$590 - $628
|
428
$18.1K
|
|
Q2 2024 | |||||||
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.92K- 26.93% |
$104K - $111K
|
7.92K
$335K
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.92K- 16.18% |
$68.7K - $72.9K
|
9.94K
$421K
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-347- 5.51% |
$12.4K - $13.2K
|
5.95K
$252K
|
|
Q1 2024 | |||||||
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11.2K- 42.07% |
$397K - $412K
|
15.4K
$652K
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-2.73K- 30.07% |
$97K - $101K
|
6.35K
$269K
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-600- 9.82% |
$21.3K - $22.1K
|
5.51K
$233K
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-512- 5.34% |
$18.2K - $18.8K
|
9.07K
$384K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-400- 10.06% |
$14.2K - $14.7K
|
3.58K
$151K
|
|
Q4 2023 | |||||||
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.29K- 0.89% |
$42.3K - $46K
|
144K
$6.1M
|
|
Q3 2023 | |||||||
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.46K- 14.23% |
$48.8K - $50K
|
8.8K
$372K
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-65- 0.96% |
$2.17K - $2.23K
|
6.74K
$285K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-20- 62.5% |
$668 - $685
|
12
$508
|
|
Q2 2023 | |||||||
Aug 03, 2023
Q2 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-288K- 89.38% |
$9.21M - $9.72M
|
34.2K
$1.45M
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
SELL
|
- |
-32.8K- 80.52% |
$1.05M - $1.11M
|
7.93K
$336K
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-1.58K- 13.16% |
$50.4K - $53.2K
|
10.4K
$440K
|
|
Q1 2023 | |||||||
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.68K- 55.07% |
$266K - $279K
|
7.08K
$300K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.06K- 3.42% |
$32.5K - $34.1K
|
30K
$1.27M
|
|
Q4 2022 | |||||||
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-1.57K- 50.0% |
$45.7K - $48.8K
|
1.57K
$66.5K
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-274- 2.19% |
$7.96K - $8.51K
|
12.2K
$518K
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-14K- 44.83% |
$409K - $446K
|
17.3K
$731K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.26K- 13.79% |
$36.6K - $39.9K
|
7.85K
$332K
|
|
Oct 13, 2022
Q3 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-100- 1.18% |
$2.91K - $3.18K
|
8.37K
$354K
|