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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-250- 0.58% |
$9.63K - $10.1K
|
42.9K
$1.66M
|
|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-7.54K- 7.25% |
$291K - $305K
|
96.5K
$3.74M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-382- 3.78% |
$14.7K - $15.5K
|
9.72K
$376K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24KNew |
$925K - $973K
|
24K
$930K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-162K- 73.04% |
$6.25M - $6.56M
|
59.8K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
5.16KNew |
$199K - $209K
|
5.16K
$200K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-16.2K- 22.66% |
$626K - $658K
|
55.4K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.73K- 1.69% |
$66.7K - $70.1K
|
101K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-117K- 59.8% |
$4.51M - $4.74M
|
78.6K
$3.05M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
30.2K+ 35.97% |
$1.16M - $1.22M
|
114K
$4.42M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.85K+ 63.07% |
$148K - $156K
|
9.95K
$385K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
9.31K+ 22.38% |
$359K - $377K
|
50.9K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
54.6K+ 789.08% |
$2.1M - $2.21M
|
61.5K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.59KNew |
$293K - $307K
|
7.59K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
500+ 3.87% |
$19.3K - $20.2K
|
13.4K
$520K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
783+ 606.98% |
$30.2K - $31.7K
|
912
$35.3K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.52KNew |
$290K - $305K
|
7.52K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-49K- 2.6% |
$1.89M - $1.99M
|
1.83M
$71M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
27.7KNew |
$1.07M - $1.12M
|
27.7K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.14K- 2.15% |
$43.9K - $46.1K
|
51.9K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-720- 9.69% |
$27.7K - $29.2K
|
6.71K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-5K- 26.32% |
$193K - $202K
|
14K
$542K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
85.6KNew |
$3.3M - $3.46M
|
85.6K
$3.31M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-130K- 90.12% |
$5.02M - $5.28M
|
14.3K
$554K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-28.3K- 12.0% |
$1.09M - $1.15M
|
208K
$8.04M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-44.8K- 55.1% |
$1.73M - $1.81M
|
36.5K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.05K- 1.82% |
$40.5K - $42.5K
|
56.6K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
973+ 5.65% |
$37.5K - $39.4K
|
18.2K
$705K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-28.9K- 15.97% |
$1.11M - $1.17M
|
152K
$5.89M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-43.5K- 81.13% |
$1.68M - $1.76M
|
10.1K
$392K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
223+ 1.78% |
$8.59K - $9.03K
|
12.8K
$494K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.3K- 48.07% |
$243K - $255K
|
6.8K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.4K- 1.66% |
$131K - $138K
|
201K
$7.78M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-598- 1.39% |
$23K - $24.2K
|
42.3K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-17.1K- 15.42% |
$659K - $692K
|
93.7K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.15KClosed |
$44.2K - $46.5K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-83- 0.33% |
$3.2K - $3.36K
|
24.9K
$965K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
16.4K+ 126.36% |
$632K - $664K
|
29.4K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.37K- 0.68% |
$52.8K - $55.5K
|
200K
$7.74M
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
760+ 6.32% |
$29.3K - $30.8K
|
12.8K
$495K
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-380- 2.5% |
$14.6K - $15.4K
|
14.8K
$574K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-19.3K- 9.38% |
$744K - $782K
|
187K
$7.23M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-603- 49.18% |
$23.2K - $24.4K
|
623
$24.1K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.7K+ 110.69% |
$449K - $472K
|
22.2K
$860K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.23K+ 6.86% |
$47.2K - $49.6K
|
19.1K
$740K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
8.35KNew |
$322K - $338K
|
8.35K
$324K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-36.4K- 4.69% |
$1.4M - $1.47M
|
739K
$28.6M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.05K- 1.66% |
$78.9K - $83K
|
121K
$4.69M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-25.5K- 9.61% |
$984K - $1.03M
|
240K
$9.31M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-3.05K- 8.43% |
$117K - $123K
|
33.1K
$1.28M
|