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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.42K+ 13.21% |
$214K - $222K
|
46.4K
$1.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
5.37KNew |
$212K - $220K
|
5.37K
$221K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.2KNew |
$206K - $213K
|
5.2K
$214K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.13KNew |
$203K - $210K
|
5.13K
$211K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.09K+ 69.59% |
$201K - $209K
|
12.4K
$511K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5KNew |
$197K - $205K
|
5K
$206K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.97K+ 37.05% |
$196K - $204K
|
18.4K
$757K
|
|
|
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
$455K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.77K+ 52.69% |
$149K - $155K
|
10.9K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
3.77K+ 42.36% |
$149K - $154K
|
12.7K
$521K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.55K+ 11.02% |
$140K - $146K
|
35.8K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
3.27K+ 16.09% |
$129K - $134K
|
23.6K
$971K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.9K+ 43.26% |
$115K - $119K
|
9.6K
$395K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.9K+ 33.33% |
$115K - $119K
|
11.6K
$477K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
2.73K+ 4.21% |
$108K - $112K
|
67.6K
$2.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
2.54K+ 35.7% |
$100K - $104K
|
9.64K
$397K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
2.38K+ 4.43% |
$94K - $97.6K
|
56.2K
$2.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.37K+ 17.84% |
$93.7K - $97.2K
|
15.7K
$644K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.22K+ 0.91% |
$87.6K - $90.9K
|
247K
$10.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2KNew |
$79K - $82K
|
2K
$82.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.91K+ 6.97% |
$75.3K - $78.1K
|
29.2K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.69K+ 4.92% |
$66.9K - $69.4K
|
36.1K
$1.49M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1.51KNew |
$59.5K - $61.8K
|
1.51K
$62K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.5K+ 17.65% |
$59.3K - $61.5K
|
10K
$412K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.45K+ 12.65% |
$57.4K - $59.5K
|
12.9K
$532K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.39K+ 17.26% |
$54.9K - $57K
|
9.44K
$389K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.38K+ 1.3% |
$54.4K - $56.5K
|
107K
$4.41M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.29K+ 1.56% |
$50.8K - $52.7K
|
83.9K
$3.45M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.28K+ 3.51% |
$50.5K - $52.4K
|
37.7K
$1.55M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.22K+ 11.38% |
$48.3K - $50.1K
|
12K
$492K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1.17K+ 1.36% |
$46.4K - $48.1K
|
87.7K
$3.61M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.01K+ 6.47% |
$39.9K - $41.4K
|
16.6K
$684K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
953+ 15.14% |
$37.7K - $39.1K
|
7.25K
$298K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
900+ 13.65% |
$35.6K - $36.9K
|
7.49K
$308K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
805+ 9.69% |
$31.8K - $33K
|
9.12K
$375K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
762+ 20.29% |
$30.1K - $31.2K
|
4.52K
$186K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
740+ 7.37% |
$29.2K - $30.3K
|
10.8K
$444K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
515+ 8.11% |
$20.3K - $21.1K
|
6.87K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
449+ 2.59% |
$17.7K - $18.4K
|
17.8K
$733K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
375+ 2.58% |
$14.8K - $15.4K
|
14.9K
$613K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
350+ 0.59% |
$13.8K - $14.4K
|
59.7K
$2.46M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
293+ 0.72% |
$11.6K - $12K
|
41.2K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
250+ 48.45% |
$9.88K - $10.3K
|
766
$31.5K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
236New |
$9.32K - $9.68K
|
236
$9.71K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
143+ 0.3% |
$5.65K - $5.86K
|
47.7K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
118+ 0.36% |
$4.66K - $4.84K
|
33K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
37+ 0.3% |
$1.46K - $1.52K
|
12.3K
$505K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
32+ 0.1% |
$1.26K - $1.31K
|
31.3K
$1.29M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 0.2% |
$790 - $820
|
10.2K
$418K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|