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 |
---|---|---|---|---|---|---|---|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-500- 3.09% |
$18.4K - $19.6K
|
15.7K
$641K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-500- 15.15% |
$18.4K - $19.6K
|
2.8K
$114K
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-383- 1.08% |
$14.1K - $15K
|
35K
$1.43M
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-316- 0.94% |
$11.7K - $12.4K
|
33.3K
$1.36M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-133- 0.77% |
$4.91K - $5.22K
|
17K
$697K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-88- 1.05% |
$3.25K - $3.45K
|
8.31K
$340K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-30- 0.48% |
$1.11K - $1.18K
|
6.22K
$254K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18- 0.16% |
$664 - $707
|
11.4K
$467K
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-16- 3.6% |
$590 - $628
|
428
$17.5K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-20.6KClosed |
$736K - $781K
|
0
$0
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.92K- 26.93% |
$104K - $111K
|
7.92K
$324K
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.97K- 15.56% |
$70.6K - $75K
|
10.7K
$438K
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-1.92K- 16.18% |
$68.7K - $72.9K
|
9.94K
$406K
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.27K- 3.34% |
$45.3K - $48.1K
|
36.6K
$1.5M
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-347- 5.51% |
$12.4K - $13.2K
|
5.95K
$243K
|
|
Q1 2024 | |||||||
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11.2K- 42.07% |
$397K - $412K
|
15.4K
$630K
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-2.73K- 30.07% |
$97K - $101K
|
6.35K
$260K
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-600- 9.82% |
$21.3K - $22.1K
|
5.51K
$225K
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-512- 5.34% |
$18.2K - $18.8K
|
9.07K
$371K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-400- 10.06% |
$14.2K - $14.7K
|
3.58K
$146K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-28- 0.26% |
$994 - $1.03K
|
10.7K
$439K
|
|
Q4 2023 | |||||||
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.29K- 0.89% |
$42.3K - $46K
|
144K
$5.9M
|
|
Q3 2023 | |||||||
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.46K- 14.23% |
$48.8K - $50K
|
8.8K
$360K
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-65- 0.96% |
$2.17K - $2.23K
|
6.74K
$275K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-20- 62.5% |
$668 - $685
|
12
$491
|
|
Q2 2023 | |||||||
Aug 03, 2023
Q2 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-288K- 89.38% |
$9.21M - $9.72M
|
34.2K
$1.4M
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
SELL
|
- |
-32.8K- 80.52% |
$1.05M - $1.11M
|
7.93K
$324K
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-1.58K- 13.16% |
$50.4K - $53.2K
|
10.4K
$425K
|
|
Q1 2023 | |||||||
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.68K- 55.07% |
$266K - $279K
|
7.08K
$290K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.06K- 3.42% |
$32.5K - $34.1K
|
30K
$1.23M
|
|
Q4 2022 | |||||||
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-1.57K- 50.0% |
$45.7K - $48.8K
|
1.57K
$64.3K
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-274- 2.19% |
$7.96K - $8.51K
|
12.2K
$501K
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-14K- 44.83% |
$409K - $446K
|
17.3K
$706K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.26K- 13.79% |
$36.6K - $39.9K
|
7.85K
$321K
|
|
Oct 13, 2022
Q3 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-100- 1.18% |
$2.91K - $3.18K
|
8.37K
$342K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-143KClosed |
$4.15M - $4.64M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-1.28KClosed |
$37.1K - $41.5K
|
0
$0
|
|
Q1 2022 | |||||||
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-14.2KClosed |
$440K - $463K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-10.5KClosed |
$323K - $340K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-8.59KClosed |
$263K - $271K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-8.14KClosed |
$249K - $257K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.13KClosed |
$34.7K - $35.8K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-675Closed |
$20.7K - $21.3K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-175Closed |
$5.36K - $5.53K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-35- 40.7% |
$1.07K - $1.11K
|
51
$2.09K
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-10.9KClosed |
$332K - $338K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.04KClosed |
$123K - $125K
|
0
$0
|
|
Q2 2021 | |||||||
Jul 14, 2021
Q2 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-111KClosed |
$3.29M - $3.39M
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-11.5KClosed |
$342K - $352K
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Round Table Services, LLC
|
SELL
|
- |
-11.2KClosed |
$331K - $342K
|
0
$0
|