Latest Institutional Transactions on Innovator U.S. Equity Power Bu (POCT)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (POCT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
10.8K+ 189.26% |
$417K - $432K
|
16.5K
$656K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.52K+ 23.68% |
$58.7K - $60.8K
|
7.94K
$316K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-254- 2.57% |
$9.81K - $10.2K
|
9.63K
$383K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
36.8K+ 21.43% |
$1.42M - $1.47M
|
209K
$8.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
66.3K+ 461.79% |
$2.56M - $2.65M
|
80.7K
$3.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
6.13KNew |
$237K - $245K
|
6.13K
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-1.92K- 9.06% |
$74K - $76.7K
|
19.2K
$765K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.24K- 11.92% |
$47.9K - $49.6K
|
9.17K
$365K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-817- 2.31% |
$31.6K - $32.7K
|
34.5K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16KNew |
$619K - $641K
|
16K
$637K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
18.4K+ 187.17% |
$710K - $735K
|
28.2K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
125KNew |
$4.82M - $4.99M
|
125K
$4.96M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
327+ 2.77% |
$12.6K - $13.1K
|
12.1K
$483K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
797K+ 509.62% |
$30.8M - $31.9M
|
953K
$37.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-229- 1.24% |
$8.85K - $9.17K
|
18.3K
$726K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
10K+ 20.62% |
$387K - $401K
|
58.6K
$2.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.24K+ 102.3% |
$241K - $250K
|
12.3K
$491K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 0.6% |
$3.86K - $4K
|
16.6K
$662K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-60- 0.45% |
$2.32K - $2.4K
|
13.2K
$527K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
6.3KNew |
$243K - $252K
|
6.3K
$251K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
270+ 0.37% |
$10.4K - $10.8K
|
73.1K
$2.91M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3.59K+ 16.89% |
$139K - $144K
|
24.8K
$988K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
29.6KNew |
$1.14M - $1.19M
|
29.6K
$1.18M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
5.61K+ 64.29% |
$217K - $224K
|
14.3K
$570K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
7.02KNew |
$271K - $281K
|
7.02K
$279K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
35.9KNew |
$1.39M - $1.44M
|
35.9K
$1.43M
|
|
| Q3 2024 | |||||||
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
300+ 5.45% |
$11.3K - $11.7K
|
5.8K
$231K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-1.29K- 4.21% |
$48.8K - $50.3K
|
29.4K
$1.17M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.9K+ 9.39% |
$449K - $462K
|
138K
$5.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
334+ 2.95% |
$12.6K - $13K
|
11.7K
$463K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.6K+ 36.93% |
$439K - $452K
|
43.1K
$1.71M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.69K- 6.13% |
$63.9K - $65.8K
|
25.9K
$1.03M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.5KNew |
$398K - $410K
|
10.5K
$419K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
7.16KNew |
$271K - $279K
|
7.16K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
326K+ 21.72% |
$12.3M - $12.7M
|
1.82M
$72.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.07K- 28.76% |
$116K - $119K
|
7.59K
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.9K- 25.11% |
$753K - $776K
|
59.4K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.82K+ 3.9% |
$296K - $305K
|
208K
$8.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
61.3K+ 193.21% |
$2.32M - $2.39M
|
93K
$3.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
587+ 8.25% |
$22.2K - $22.9K
|
7.7K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-22.8K- 7.35% |
$862K - $888K
|
287K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-89.3K- 47.67% |
$3.38M - $3.48M
|
98.1K
$3.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.48K- 3.46% |
$169K - $174K
|
125K
$4.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.05K+ 18.36% |
$39.7K - $40.9K
|
6.77K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-11.2K- 36.35% |
$423K - $436K
|
19.6K
$779K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-7.63K- 14.89% |
$288K - $297K
|
43.6K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.71K+ 13.24% |
$64.7K - $66.7K
|
14.6K
$583K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.8K+ 35.47% |
$67.9K - $70K
|
6.86K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
82KNew |
$3.1M - $3.2M
|
82K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
20.4K+ 12.96% |
$769K - $793K
|
177K
$7.06M
|
|