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 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-824- 0.51% |
$31.7K - $33.4K
|
161K
$6.66M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-15- 12.5% |
$578 - $607
|
105
$4.33K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-343- 0.38% |
$13.2K - $13.9K
|
89.2K
$3.68M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
640+ 1.21% |
$24.7K - $25.9K
|
53.3K
$2.2M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
3.09K+ 38.66% |
$119K - $125K
|
11.1K
$457K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2.76K- 19.37% |
$106K - $112K
|
11.5K
$474K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
3.82K+ 1.47% |
$147K - $155K
|
264K
$10.9M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
72.4K+ 81.31% |
$2.79M - $2.93M
|
161K
$6.66M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-481- 0.67% |
$18.5K - $19.5K
|
71.6K
$2.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-15.7K- 13.0% |
$604K - $635K
|
105K
$4.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.72KNew |
$259K - $272K
|
6.72K
$277K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.18K- 17.85% |
$354K - $372K
|
42.2K
$1.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
208+ 41.6% |
$8.01K - $8.42K
|
708
$29.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
463+ 1.52% |
$17.8K - $18.7K
|
30.9K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
20.7K+ 2.17% |
$798K - $839K
|
974K
$40.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2K+ 1.32% |
$76.9K - $80.8K
|
153K
$6.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
39+ 0.16% |
$1.5K - $1.58K
|
24.1K
$995K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.23K- 17.05% |
$47.2K - $49.6K
|
5.96K
$246K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
849+ 5.84% |
$32.7K - $34.4K
|
15.4K
$635K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.57K+ 5.59% |
$60.4K - $63.5K
|
29.6K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
42.3K+ 3.59% |
$1.63M - $1.71M
|
1.22M
$50.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.2K+ 20.69% |
$2.71M - $2.84M
|
410K
$16.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
34KNew |
$1.31M - $1.38M
|
34K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.84K+ 23.6% |
$264K - $277K
|
35.8K
$1.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-260- 2.7% |
$10K - $10.5K
|
9.37K
$387K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
2.94K+ 20.55% |
$113K - $119K
|
17.3K
$713K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-31K- 17.96% |
$1.19M - $1.26M
|
142K
$5.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-5.13K- 7.01% |
$198K - $208K
|
68K
$2.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-544- 8.37% |
$21K - $22K
|
5.95K
$246K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.84K- 61.48% |
$379K - $399K
|
6.17K
$255K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-175- 1.91% |
$6.74K - $7.09K
|
8.99K
$371K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.8K- 95.5% |
$146K - $154K
|
179
$7.39K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
245+ 0.35% |
$9.44K - $9.92K
|
71K
$2.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
666+ 0.37% |
$25.7K - $27K
|
181K
$7.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
116+ 0.44% |
$4.47K - $4.7K
|
26.7K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
11KNew |
$426K - $447K
|
11K
$456K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.69K- 5.72% |
$65.2K - $68.5K
|
27.9K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
527+ 8.58% |
$20.3K - $21.3K
|
6.67K
$275K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
38+ 7.6% |
$1.46K - $1.54K
|
538
$22.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
458+ 5.77% |
$17.6K - $18.5K
|
8.4K
$347K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-3.46K- 26.61% |
$133K - $140K
|
9.55K
$394K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.63K- 3.84% |
$140K - $147K
|
90.9K
$3.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-52- 71.23% |
$2K - $2.11K
|
21
$867
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.29K- 36.82% |
$165K - $174K
|
7.36K
$304K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.49K+ 21.8% |
$57.4K - $60.3K
|
8.32K
$343K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-51- 0.19% |
$1.97K - $2.06K
|
26.3K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-17- 0.26% |
$655 - $688
|
6.55K
$270K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-2.2K- 1.6% |
$84.7K - $89K
|
135K
$5.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.8K+ 8.52% |
$685K - $720K
|
227K
$9.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-93- 0.1% |
$3.58K - $3.77K
|
91.3K
$3.77M
|