Purchases and Sales Made in Q4 2024 in Innovator U.S. Equity Power Bu (PNOV)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PNOV) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
864K+ 861.86% |
N/A
|
965K
$0
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
336KNew |
N/A
|
336K
$0
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
148KNew |
N/A
|
148K
$0
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
94.4KNew |
N/A
|
94.4K
$0
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
77.8KNew |
N/A
|
77.8K
$0
|
|
Jan 07, 2025
Q4 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
73.6KNew |
N/A
|
73.6K
$0
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
69.8KNew |
N/A
|
69.8K
$0
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
57K+ 115.15% |
N/A
|
106K
$0
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
30.8K+ 559.66% |
N/A
|
36.3K
$0
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
29.8K+ 28.67% |
N/A
|
134K
$0
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
28.9K+ 365.46% |
N/A
|
36.8K
$0
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
24.5K+ 282.71% |
N/A
|
33.1K
$0
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
22.6KNew |
N/A
|
22.6K
$0
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
20.5KNew |
N/A
|
20.5K
$0
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
17.7KNew |
N/A
|
17.7K
$0
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
17.4K+ 258.38% |
N/A
|
24.1K
$0
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
15.2KNew |
N/A
|
15.2K
$0
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
14.7K+ 48.02% |
N/A
|
45.3K
$0
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
13.8K+ 41.77% |
N/A
|
46.8K
$0
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
13.4KNew |
N/A
|
13.4K
$0
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
12.9KNew |
N/A
|
12.9K
$0
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.2KNew |
N/A
|
11.2K
$0
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
9.33K+ 47.95% |
N/A
|
28.8K
$0
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.69K+ 377.78% |
N/A
|
11K
$0
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8.06KNew |
N/A
|
8.06K
$0
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
7.97KNew |
N/A
|
7.97K
$0
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
7.9KNew |
N/A
|
7.9K
$0
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.81K+ 33.62% |
N/A
|
31.1K
$0
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.19K+ 32.93% |
N/A
|
29K
$0
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
7.13K+ 18.43% |
N/A
|
45.8K
$0
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.01KNew |
N/A
|
7.01K
$0
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.53KNew |
N/A
|
6.53K
$0
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
6.36K+ 13.1% |
N/A
|
54.9K
$0
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
6.25KNew |
N/A
|
6.25K
$0
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
5.75KNew |
N/A
|
5.75K
$0
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.21K+ 72.27% |
N/A
|
10K
$0
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.86K+ 14.41% |
N/A
|
30.7K
$0
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.28K+ 44.71% |
N/A
|
10.6K
$0
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.03K+ 86.83% |
N/A
|
6.51K
$0
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.36KNew |
N/A
|
2.36K
$0
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.33K+ 42.86% |
N/A
|
7.75K
$0
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
2.3K+ 31.53% |
N/A
|
9.59K
$0
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.14K+ 6.57% |
N/A
|
34.7K
$0
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.33K+ 2.42% |
N/A
|
56.4K
$0
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.28K+ 6.87% |
N/A
|
19.9K
$0
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
1K+ 10.21% |
N/A
|
10.8K
$0
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
825New |
N/A
|
825
$0
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
772+ 5.31% |
N/A
|
15.3K
$0
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
721+ 18.12% |
N/A
|
4.7K
$0
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
540+ 4.08% |
N/A
|
13.8K
$0
|