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 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-25- 0.28% |
$988 - $1.03K
|
9.02K
$371K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-50- 50.0% |
$1.98K - $2.05K
|
50
$2.06K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-70- 0.78% |
$2.77K - $2.87K
|
8.89K
$366K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-100- 1.92% |
$3.95K - $4.1K
|
5.1K
$210K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-170- 2.38% |
$6.72K - $6.97K
|
6.97K
$287K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-181- 6.46% |
$7.15K - $7.42K
|
2.62K
$108K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-190- 0.61% |
$7.51K - $7.79K
|
31.1K
$1.28M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-240- 3.04% |
$9.48K - $9.84K
|
7.66K
$315K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-277- 1.63% |
$10.9K - $11.4K
|
16.8K
$690K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-290- 5.3% |
$11.5K - $11.9K
|
5.18K
$213K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-300- 5.02% |
$11.9K - $12.3K
|
5.68K
$234K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-400- 1.04% |
$15.8K - $16.4K
|
38.2K
$1.57M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-416- 4.15% |
$16.4K - $17.1K
|
9.6K
$395K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-421- 2.07% |
$16.6K - $17.3K
|
19.9K
$819K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-534- 8.7% |
$21.1K - $21.9K
|
5.61K
$231K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-600- 8.7% |
$23.7K - $24.6K
|
6.3K
$259K
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-1.03K- 8.33% |
$40.8K - $42.4K
|
11.4K
$468K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.07K- 2.27% |
$42.2K - $43.7K
|
46K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.32K- 14.88% |
$52K - $53.9K
|
7.52K
$309K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1.5K- 4.29% |
$59.3K - $61.5K
|
33.5K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.59K- 2.37% |
$62.8K - $65.2K
|
65.6K
$2.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.78K- 3.32% |
$70.4K - $73K
|
51.9K
$2.14M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.54K- 15.36% |
$100K - $104K
|
14K
$575K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.66K- 8.13% |
$105K - $109K
|
30.1K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.89K- 23.64% |
$114K - $118K
|
9.32K
$384K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.91K- 50.28% |
$115K - $119K
|
2.88K
$118K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.28K- 24.89% |
$130K - $135K
|
9.9K
$408K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-3.41K- 3.72% |
$135K - $140K
|
88.2K
$3.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-4.13K- 10.53% |
$163K - $169K
|
35.1K
$1.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.83K- 41.6% |
$270K - $280K
|
9.59K
$395K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.85K- 47.18% |
$271K - $281K
|
7.67K
$316K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.31K- 21.94% |
$328K - $341K
|
29.6K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-9.12K- 9.15% |
$360K - $374K
|
90.6K
$3.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-11.6K- 16.37% |
$457K - $475K
|
59.1K
$2.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-12.4K- 52.16% |
$488K - $507K
|
11.3K
$466K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-12.9K- 16.2% |
$509K - $528K
|
66.6K
$2.74M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-14K- 96.26% |
$552K - $572K
|
543
$22.3K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14K- 57.94% |
$554K - $575K
|
10.2K
$419K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-14.7K- 44.15% |
$581K - $603K
|
18.6K
$766K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-17.1K- 34.03% |
$677K - $702K
|
33.2K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-18.1K- 78.07% |
$716K - $743K
|
5.1K
$210K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-18.7K- 2.48% |
$740K - $768K
|
736K
$30.3M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-19.2K- 20.32% |
$758K - $787K
|
75.3K
$3.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-19.6K- 53.5% |
$773K - $802K
|
17K
$699K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.1K- 52.94% |
$796K - $826K
|
17.9K
$737K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-36.2K- 16.26% |
$1.43M - $1.48M
|
186K
$7.67M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-52K- 74.5% |
$2.05M - $2.13M
|
17.8K
$732K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-74.4K- 10.19% |
$2.94M - $3.05M
|
656K
$27M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-227K- 88.79% |
$8.97M - $9.31M
|
28.7K
$1.18M
|