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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
218New |
$7.25K - $7.88K
|
218
$9K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
27.8KNew |
$924K - $1M
|
27.8K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.33K+ 1.71% |
$77.3K - $84.1K
|
138K
$5.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
12.5KNew |
$415K - $451K
|
12.5K
$515K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-641- 5.38% |
$21.3K - $23.2K
|
11.3K
$466K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-275- 0.9% |
$9.14K - $9.94K
|
30.2K
$1.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.77K+ 28.11% |
$59K - $64.1K
|
8.08K
$334K
|
|
|
Jan 25, 2024
Q4 2023
|
American Asset Management Inc.
|
SELL
|
- |
-23.7K- 77.27% |
$786K - $855K
|
6.96K
$287K
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
BUY
|
- |
6.97KNew |
$232K - $252K
|
6.97K
$288K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
17New |
$565 - $615
|
17
$702
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
400New |
$13.3K - $14.5K
|
400
$16.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2KNew |
$66.5K - $72.3K
|
2K
$82.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
2.23K+ 23.18% |
$74.1K - $80.6K
|
11.8K
$489K
|
|
| Q3 2023 | |||||||
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-19Closed |
$633 - $648
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-18.3K- 68.41% |
$611K - $625K
|
8.46K
$349K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.9KNew |
$663K - $678K
|
19.9K
$821K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
200New |
$6.67K - $6.82K
|
200
$8.25K
|
|
|
Nov 01, 2023
Q3 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
14KNew |
$467K - $478K
|
14K
$579K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-822- 1.44% |
$27.4K - $28K
|
56.2K
$2.32M
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
973New |
$30.8K - $32.6K
|
973
$40.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.9K- 1.66% |
$59.9K - $63.4K
|
112K
$4.62M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.1KNew |
$66.4K - $70.3K
|
2.1K
$86.7K
|
|
| Q1 2023 | |||||||
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-10.2K- 26.74% |
$305K - $322K
|
27.9K
$1.15M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
321+ 11.48% |
$9.6K - $10.2K
|
3.12K
$129K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.53KNew |
$195K - $207K
|
6.53K
$270K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.16K- 96.73% |
$94.6K - $100K
|
107
$4.42K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
938New |
$28.1K - $29.7K
|
938
$38.7K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-660- 5.25% |
$19.7K - $20.9K
|
11.9K
$492K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.13K+ 14166.67% |
$63.6K - $67.2K
|
2.14K
$88.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
761New |
$22.8K - $24.1K
|
761
$31.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-706K- 99.7% |
$21.1M - $22.3M
|
2.11K
$86.9K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6.74KNew |
$192K - $206K
|
6.74K
$278K
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.45K- 1.88% |
$41.3K - $44.4K
|
75.8K
$3.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
700New |
$19.9K - $21.5K
|
700
$28.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
76.5KNew |
$2.18M - $2.35M
|
76.5K
$3.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
750New |
$21.4K - $23K
|
750
$31K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.5KNew |
$328K - $352K
|
11.5K
$475K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
104+ 1.32% |
$2.96K - $3.19K
|
7.99K
$330K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
15New |
$427 - $460
|
15
$619
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
860New |
$24.5K - $26.4K
|
860
$35.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.32K+ 49.56% |
$123K - $132K
|
13K
$538K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
87.3KNew |
$2.49M - $2.68M
|
87.3K
$3.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-432K- 96.6% |
$12.3M - $13.3M
|
15.2K
$627K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.32KNew |
$66K - $71.1K
|
2.32K
$95.7K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.85KNew |
$249K - $262K
|
8.85K
$365K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-2K- 5.41% |
$56.4K - $59.3K
|
35K
$1.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
121KNew |
$3.4M - $3.58M
|
121K
$4.98M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1KNew |
$28.2K - $29.7K
|
1K
$41.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
314+ 2.23% |
$8.85K - $9.32K
|
14.4K
$594K
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
481KNew |
$13.6M - $14.3M
|
481K
$19.9M
|
|