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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.69K- 4.4% |
$65.1K - $68.4K
|
36.7K
$1.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
1.17K+ 16.72% |
$45K - $47.3K
|
8.16K
$337K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1KNew |
$38.5K - $40.5K
|
1K
$41.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-156- 0.3% |
$6.01K - $6.32K
|
51.5K
$2.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-578- 2.91% |
$22.3K - $23.4K
|
19.3K
$797K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-860- 4.47% |
$33.1K - $34.8K
|
18.4K
$758K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-10.4K- 17.71% |
$400K - $420K
|
48.2K
$1.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-198- 0.6% |
$7.63K - $8.02K
|
32.7K
$1.35M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.3K- 10.53% |
$50.1K - $52.6K
|
11K
$456K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-9.46K- 6.58% |
$365K - $383K
|
134K
$5.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
1.5K+ 3.0% |
$57.8K - $60.7K
|
51.6K
$2.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-5.13K- 14.84% |
$197K - $208K
|
29.4K
$1.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.3K+ 31.87% |
$552K - $581K
|
59.3K
$2.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.25K- 17.81% |
$48.2K - $50.6K
|
5.77K
$238K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
12K+ 14.9% |
$463K - $487K
|
92.7K
$3.83M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.17K- 7.02% |
$45K - $47.3K
|
15.5K
$638K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.2K- 3.08% |
$895K - $928K
|
729K
$30.1M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.52K- 5.1% |
$58.8K - $60.9K
|
28.3K
$1.17M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
172+ 5.03% |
$6.64K - $6.89K
|
3.59K
$148K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-2K- 17.65% |
$77.2K - $80K
|
9.33K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.68K+ 43.67% |
$103K - $107K
|
8.8K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
59.1KNew |
$2.28M - $2.37M
|
59.1K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
900New |
$34.8K - $36K
|
900
$37.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
42.5KNew |
$1.64M - $1.7M
|
42.5K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
69.4K+ 265.25% |
$2.68M - $2.78M
|
95.6K
$3.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.4KNew |
$286K - $296K
|
7.4K
$305K
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-2.45K- 1.68% |
$94.5K - $98K
|
143K
$5.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
9.06KNew |
$350K - $362K
|
9.06K
$374K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
9.8KNew |
$379K - $392K
|
9.8K
$404K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
35.7K+ 39.87% |
$1.38M - $1.43M
|
125K
$5.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
8.78KNew |
$339K - $352K
|
8.78K
$362K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.12KNew |
$198K - $205K
|
5.12K
$211K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
353New |
$13.6K - $14.1K
|
353
$14.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
8.41KNew |
$325K - $337K
|
8.41K
$347K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
300+ 13.09% |
$11.6K - $12K
|
2.59K
$107K
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
7.7KNew |
$297K - $308K
|
7.7K
$318K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
4K+ 47.48% |
$155K - $160K
|
12.4K
$513K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.91KNew |
$151K - $157K
|
3.91K
$161K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
13.4K+ 22.49% |
$517K - $536K
|
72.9K
$3.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
122K+ 2278.9% |
$4.72M - $4.89M
|
127K
$5.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.34KNew |
$51.8K - $53.6K
|
1.34K
$55.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
5.39KNew |
$208K - $216K
|
5.39K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
483+ 7.61% |
$18.7K - $19.3K
|
6.83K
$282K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-385- 1.12% |
$14.9K - $15.4K
|
33.9K
$1.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
7.05KNew |
$272K - $282K
|
7.05K
$291K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.83KNew |
$225K - $233K
|
5.83K
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
100+ 1.22% |
$3.86K - $4K
|
8.32K
$343K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.89K- 11.86% |
$73.1K - $75.8K
|
14.1K
$580K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
115New |
$4.44K - $4.6K
|
115
$4.75K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
285+ 2.36% |
$11K - $11.4K
|
12.4K
$510K
|
|