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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32.4K+ 65.8% |
$1.18M - $1.34M
|
81.5K
$3.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.1K- 0.54% |
$40K - $45.5K
|
202K
$8.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
153+ 1.29% |
$5.56K - $6.32K
|
12K
$497K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.18K- 5.57% |
$42.8K - $48.7K
|
20K
$824K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-577K- 71.85% |
$21M - $23.8M
|
226K
$9.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.06K- 5.82% |
$38.6K - $43.9K
|
17.2K
$710K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.02K+ 64.14% |
$37.2K - $42.2K
|
2.62K
$108K
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-2.47K- 12.35% |
$89.8K - $102K
|
17.5K
$724K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
3.09K+ 11.54% |
$112K - $127K
|
29.8K
$1.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3- 0.04% |
$109 - $124
|
6.67K
$275K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-82- 0.41% |
$2.98K - $3.39K
|
19.7K
$814K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
48+ 0.13% |
$1.74K - $1.98K
|
36K
$1.48M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-193- 1.72% |
$7.02K - $7.97K
|
11K
$455K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-952- 7.44% |
$34.6K - $39.3K
|
11.9K
$489K
|
|
| Q1 2025 | |||||||
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
196+ 1.99% |
$7.55K - $7.94K
|
10K
$414K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-22.8K- 24.51% |
$878K - $923K
|
70.2K
$2.9M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1- 0.02% |
$38.5 - $40.5
|
6.06K
$250K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
5.71KNew |
$220K - $231K
|
5.71K
$236K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
24.3K+ 45.1% |
$935K - $982K
|
78K
$3.22M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-250- 0.58% |
$9.63K - $10.1K
|
42.9K
$1.77M
|
|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-7.54K- 7.25% |
$291K - $305K
|
96.5K
$3.98M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.85K+ 63.07% |
$148K - $156K
|
9.95K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24KNew |
$925K - $973K
|
24K
$991K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-162K- 73.04% |
$6.25M - $6.56M
|
59.8K
$2.47M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
5.16KNew |
$199K - $209K
|
5.16K
$213K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-16.2K- 22.66% |
$626K - $658K
|
55.4K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.73K- 1.69% |
$66.7K - $70.1K
|
101K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-117K- 59.8% |
$4.51M - $4.74M
|
78.6K
$3.25M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
30.2K+ 35.97% |
$1.16M - $1.22M
|
114K
$4.71M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-382- 3.78% |
$14.7K - $15.5K
|
9.72K
$401K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
9.31K+ 22.38% |
$359K - $377K
|
50.9K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
54.6K+ 789.08% |
$2.1M - $2.21M
|
61.5K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.59KNew |
$293K - $307K
|
7.59K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
500+ 3.87% |
$19.3K - $20.2K
|
13.4K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
783+ 606.98% |
$30.2K - $31.7K
|
912
$37.6K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.52KNew |
$290K - $305K
|
7.52K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-49K- 2.6% |
$1.89M - $1.99M
|
1.83M
$75.7M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
27.7KNew |
$1.07M - $1.12M
|
27.7K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.14K- 2.15% |
$43.9K - $46.1K
|
51.9K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-720- 9.69% |
$27.7K - $29.2K
|
6.71K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-28.9K- 15.97% |
$1.11M - $1.17M
|
152K
$6.27M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-5K- 26.32% |
$193K - $202K
|
14K
$578K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
85.6KNew |
$3.3M - $3.46M
|
85.6K
$3.53M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-130K- 90.12% |
$5.02M - $5.28M
|
14.3K
$590K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-28.3K- 12.0% |
$1.09M - $1.15M
|
208K
$8.57M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-44.8K- 55.1% |
$1.73M - $1.81M
|
36.5K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.05K- 1.82% |
$40.5K - $42.5K
|
56.6K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-43.5K- 81.13% |
$1.68M - $1.76M
|
10.1K
$417K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
223+ 1.78% |
$8.59K - $9.03K
|
12.8K
$526K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
16.4K+ 126.36% |
$632K - $664K
|
29.4K
$1.21M
|
|