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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-12.3KClosed |
$340K - $374K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-7.55KClosed |
$208K - $229K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-15.1KClosed |
$418K - $459K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-25Closed |
$690 - $758
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4.93KClosed |
$143K - $151K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-3.39KClosed |
$98.3K - $104K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-8.95KClosed |
$262K - $273K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.29KNew |
$67.1K - $69.8K
|
2.29K
$91.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-624Closed |
$18.3K - $19K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
SELL
|
- |
-56.5KClosed |
$1.64M - $1.66M
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-10.6KClosed |
$307K - $310K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
359+ 37.75% |
$10.4K - $10.5K
|
1.31K
$52.3K
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-12.5KClosed |
$358K - $365K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.7KClosed |
$48.6K - $49.5K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.05KClosed |
$58.5K - $59.7K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-10KClosed |
$276K - $286K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
175New |
$4.81K - $4.99K
|
175
$6.99K
|
|
|
May 12, 2021
Q1 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-13KClosed |
$358K - $371K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 27, 2021
Q4 2020
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-21.2KClosed |
$554K - $591K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Altfest L J & CO Inc
|
SELL
|
- |
-8KClosed |
$209K - $223K
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Parkside Investments, LLC
|
SELL
|
- |
-249KClosed |
$6.49M - $6.93M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-8.14KClosed |
$205K - $215K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Columbus Macro, LLC
|
SELL
|
- |
-52.3KClosed |
$1.32M - $1.38M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-500Closed |
$11K - $12.8K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-94.8KClosed |
$2.09M - $2.42M
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-30KClosed |
$623K - $768K
|
0
$0
|
|
|
Sep 07, 2021
Q1 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 70.92% |
$20.8K - $25.6K
|
410
$16.4K
|
|
|
May 15, 2020
Q1 2020
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-31.7KClosed |
$659K - $812K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2Closed |
$41.6 - $51.2
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.33KNew |
$48.4K - $59.6K
|
2.33K
$93.1K
|
|
|
May 04, 2020
Q1 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-32.8KClosed |
$682K - $840K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-20Closed |
$416 - $512
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 11, 2020
Q4 2019
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-39.4KClosed |
$967K - $1M
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-8.29KClosed |
$203K - $211K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-9.33KClosed |
$229K - $238K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 04, 2019
Q3 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-25KClosed |
$613K - $636K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 10, 2019
Q1 2019
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-31.8KClosed |
$719K - $782K
|
0
$0
|
|