Purchases and Sales Made in Q1 2025 in Innovator U.S. Equity Power Bu (PMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PMAR) during Q1 2025. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY POWER BU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
219K+ 14.63% |
$8.65M - $8.97M
|
1.72M
$70.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
115K+ 255.89% |
$4.54M - $4.71M
|
160K
$6.58M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
93.4K+ 33.77% |
$3.69M - $3.83M
|
370K
$15.2M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
77.2K+ 36.61% |
$3.05M - $3.17M
|
288K
$11.9M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
50.9KNew |
$2.01M - $2.09M
|
50.9K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
50.6K+ 21.8% |
$2M - $2.07M
|
283K
$11.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
45K+ 32.36% |
$1.78M - $1.84M
|
184K
$7.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
42.1K+ 3.59% |
$1.66M - $1.72M
|
1.22M
$50M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
34.1K+ 34.96% |
$1.35M - $1.4M
|
131K
$5.41M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
33K+ 44.02% |
$1.3M - $1.35M
|
108K
$4.44M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.2K+ 25.79% |
$1.27M - $1.32M
|
157K
$6.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
30.9K+ 131.21% |
$1.22M - $1.27M
|
54.5K
$2.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
30.8KNew |
$1.22M - $1.26M
|
30.8K
$1.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
30.6K+ 118.45% |
$1.21M - $1.25M
|
56.4K
$2.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
30.3KNew |
$1.2M - $1.24M
|
30.3K
$1.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29.5K+ 499.14% |
$1.17M - $1.21M
|
35.5K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.1K+ 401.82% |
$1.03M - $1.07M
|
32.6K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.1K+ 62.81% |
$990K - $1.03M
|
65K
$2.67M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
24.2KNew |
$956K - $992K
|
24.2K
$996K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.7K+ 78.3% |
$938K - $973K
|
54K
$2.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.6K+ 28.07% |
$933K - $968K
|
108K
$4.43M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
22.6K+ 22.1% |
$894K - $928K
|
125K
$5.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
20.6KNew |
$815K - $846K
|
20.6K
$849K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
20K+ 18.05% |
$790K - $819K
|
131K
$5.38M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.8K+ 179.33% |
$784K - $813K
|
30.9K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
19K+ 72.81% |
$752K - $781K
|
45.2K
$1.86M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
18.2K+ 21.05% |
$718K - $745K
|
104K
$4.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
15.7K+ 54.55% |
$621K - $644K
|
44.5K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.1K+ 34.17% |
$556K - $577K
|
55.3K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.8KNew |
$545K - $566K
|
13.8K
$568K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
13.8KNew |
$543K - $564K
|
13.8K
$566K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
12.2K+ 87.93% |
$484K - $502K
|
26.2K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
12.2KNew |
$482K - $500K
|
12.2K
$502K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
11.1K+ 14.29% |
$440K - $457K
|
89K
$3.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
10.9K+ 174.36% |
$431K - $448K
|
17.2K
$707K
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
10.1KNew |
$398K - $413K
|
10.1K
$414K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.57KNew |
$378K - $392K
|
9.57K
$394K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.49KNew |
$375K - $389K
|
9.49K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
9.19KNew |
$363K - $377K
|
9.19K
$378K
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
8.91K+ 179.03% |
$352K - $365K
|
13.9K
$572K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.67K+ 58.72% |
$343K - $356K
|
23.4K
$964K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
8.31K+ 38.08% |
$328K - $341K
|
30.1K
$1.24M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.96KNew |
$315K - $326K
|
7.96K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.8K+ 10.51% |
$308K - $320K
|
82K
$3.37M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
7.06KNew |
$279K - $289K
|
7.06K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.95K+ 80.74% |
$275K - $285K
|
15.6K
$640K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.13KNew |
$242K - $251K
|
6.13K
$252K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.11KNew |
$241K - $250K
|
6.11K
$251K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.92K+ 8.29% |
$234K - $243K
|
77.3K
$3.18M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
5.81K+ 35.26% |
$229K - $238K
|
22.3K
$917K
|