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 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.4K- 1.66% |
$131K - $138K
|
201K
$8.29M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.3K- 48.07% |
$243K - $255K
|
6.8K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
973+ 5.65% |
$37.5K - $39.4K
|
18.2K
$751K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-598- 1.39% |
$23K - $24.2K
|
42.3K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-17.1K- 15.42% |
$659K - $692K
|
93.7K
$3.87M
|
|
|
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
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.37K- 0.68% |
$52.8K - $55.5K
|
200K
$8.25M
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
760+ 6.32% |
$29.3K - $30.8K
|
12.8K
$528K
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-380- 2.5% |
$14.6K - $15.4K
|
14.8K
$611K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-19.3K- 9.38% |
$744K - $782K
|
187K
$7.7M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-603- 49.18% |
$23.2K - $24.4K
|
623
$25.7K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.7K+ 110.69% |
$449K - $472K
|
22.2K
$916K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.23K+ 6.86% |
$47.2K - $49.6K
|
19.1K
$788K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-25.5K- 9.61% |
$984K - $1.03M
|
240K
$9.92M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.05K- 1.66% |
$78.9K - $83K
|
121K
$5M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-36.4K- 4.69% |
$1.4M - $1.47M
|
739K
$30.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
8.35KNew |
$322K - $338K
|
8.35K
$345K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-3.05K- 8.43% |
$117K - $123K
|
33.1K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.5KNew |
$404K - $424K
|
10.5K
$433K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5KNew |
$193K - $202K
|
5K
$206K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
19.2K+ 139.76% |
$739K - $776K
|
32.9K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.95K- 30.51% |
$114K - $119K
|
6.71K
$277K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.83K- 2.85% |
$263K - $276K
|
232K
$9.58M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
218+ 6.21% |
$8.4K - $8.83K
|
3.73K
$154K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.7K+ 5.7% |
$991K - $1.04M
|
477K
$19.7M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.94K- 6.87% |
$74.6K - $78.3K
|
26.2K
$1.08M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
578+ 0.5% |
$22.3K - $23.4K
|
117K
$4.82M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5- 0.04% |
$193 - $202
|
13K
$535K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.73K- 9.17% |
$221K - $232K
|
56.8K
$2.34M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
9.32K+ 29.98% |
$359K - $377K
|
40.4K
$1.67M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-152- 1.03% |
$5.86K - $6.15K
|
14.7K
$605K
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-397- 0.65% |
$15.3K - $16.1K
|
60.6K
$2.5M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.8K+ 8.17% |
$69.4K - $72.9K
|
23.8K
$984K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
17KNew |
$653K - $686K
|
17K
$700K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.5K+ 5.07% |
$57.8K - $60.7K
|
31.1K
$1.28M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-50- 0.29% |
$1.93K - $2.02K
|
17.3K
$715K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.29K+ 9.23% |
$88.3K - $92.8K
|
27.1K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.49K- 1.99% |
$95.7K - $101K
|
122K
$5.04M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-13K- 46.3% |
$500K - $525K
|
15K
$621K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-14.1K- 96.51% |
$543K - $570K
|
510
$21K
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-3.01K- 20.9% |
$116K - $122K
|
11.4K
$471K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-52- 0.13% |
$2K - $2.11K
|
40.1K
$1.65M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
102K+ 50.75% |
$3.92M - $4.12M
|
302K
$12.5M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
23.4K+ 78.45% |
$903K - $949K
|
53.3K
$2.2M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
2.27K+ 6.91% |
$87.4K - $91.8K
|
35.1K
$1.45M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-64- 0.16% |
$2.47K - $2.59K
|
40.9K
$1.69M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.56K- 11.48% |
$253K - $266K
|
50.6K
$2.09M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.49K- 14.72% |
$57.3K - $60.2K
|
8.61K
$355K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-663- 2.83% |
$25.5K - $26.8K
|
22.7K
$938K
|