Latest Institutional Purchases of Innovator U.S. Equity Power Bu (POCT)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (POCT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.23K+ 6.86% |
$47.2K - $49.6K
|
19.1K
$788K
|
|
|
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
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
973+ 5.65% |
$37.5K - $39.4K
|
18.2K
$751K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
849+ 5.84% |
$32.7K - $34.4K
|
15.4K
$635K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
783+ 606.98% |
$30.2K - $31.7K
|
912
$37.6K
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
760+ 6.32% |
$29.3K - $30.8K
|
12.8K
$528K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
666+ 0.37% |
$25.7K - $27K
|
181K
$7.46M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
640+ 1.21% |
$24.7K - $25.9K
|
53.3K
$2.2M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
578+ 0.5% |
$22.3K - $23.4K
|
117K
$4.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
527+ 8.58% |
$20.3K - $21.3K
|
6.67K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
500+ 3.87% |
$19.3K - $20.2K
|
13.4K
$555K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
463+ 1.52% |
$17.8K - $18.7K
|
30.9K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
458+ 5.77% |
$17.6K - $18.5K
|
8.4K
$347K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
245+ 0.35% |
$9.44K - $9.92K
|
71K
$2.93M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
223+ 1.78% |
$8.59K - $9.03K
|
12.8K
$526K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
218+ 6.21% |
$8.4K - $8.83K
|
3.73K
$154K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
208+ 41.6% |
$8.01K - $8.42K
|
708
$29.2K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
196+ 1.99% |
$7.55K - $7.94K
|
10K
$414K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
116+ 0.44% |
$4.47K - $4.7K
|
26.7K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
39+ 0.16% |
$1.5K - $1.58K
|
24.1K
$995K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
38+ 7.6% |
$1.46K - $1.54K
|
538
$22.2K
|
|
| Q4 2024 | |||||||
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
122K+ 2278.9% |
$4.72M - $4.89M
|
127K
$5.26M
|
|
|
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 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
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
42.5KNew |
$1.64M - $1.7M
|
42.5K
$1.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
35.7K+ 39.87% |
$1.38M - $1.43M
|
125K
$5.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
13.4K+ 22.49% |
$517K - $536K
|
72.9K
$3.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
10.8K+ 189.26% |
$417K - $432K
|
16.5K
$680K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
9.8KNew |
$379K - $392K
|
9.8K
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
9.06KNew |
$350K - $362K
|
9.06K
$374K
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
8.78KNew |
$339K - $352K
|
8.78K
$362K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
8.41KNew |
$325K - $337K
|
8.41K
$347K
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
7.7KNew |
$297K - $308K
|
7.7K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.4KNew |
$286K - $296K
|
7.4K
$305K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
7.05KNew |
$272K - $282K
|
7.05K
$291K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
6.3KNew |
$243K - $252K
|
6.3K
$260K
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
6.13KNew |
$237K - $245K
|
6.13K
$253K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.83KNew |
$225K - $233K
|
5.83K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
5.39KNew |
$208K - $216K
|
5.39K
$222K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
5.25KNew |
$203K - $210K
|
5.25K
$217K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.12KNew |
$198K - $205K
|
5.12K
$211K
|
|
|
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
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3.59K+ 16.89% |
$139K - $144K
|
24.8K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.68K+ 43.67% |
$103K - $107K
|
8.8K
$363K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.34KNew |
$51.8K - $53.6K
|
1.34K
$55.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
900New |
$34.8K - $36K
|
900
$37.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
483+ 7.61% |
$18.7K - $19.3K
|
6.83K
$282K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
353New |
$13.6K - $14.1K
|
353
$14.6K
|
|