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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.77K+ 28.11% |
$59K - $64.1K
|
8.08K
$318K
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
725+ 6.01% |
$24.1K - $26.2K
|
12.8K
$503K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
651+ 2.53% |
$21.6K - $23.5K
|
26.4K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
646New |
$21.5K - $23.4K
|
646
$25.4K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
467+ 46700.0% |
$15.5K - $16.9K
|
468
$18.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
400New |
$13.3K - $14.5K
|
400
$15.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
218New |
$7.25K - $7.88K
|
218
$8.57K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
179New |
$5.95K - $6.47K
|
179
$7.03K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
83New |
$2.76K - $3K
|
83
$3.26K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
17New |
$565 - $615
|
17
$668
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.9KNew |
$663K - $678K
|
19.9K
$781K
|
|
|
Nov 01, 2023
Q3 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
14KNew |
$467K - $478K
|
14K
$551K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.89K+ 10.97% |
$196K - $201K
|
59.5K
$2.34M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
200New |
$6.67K - $6.82K
|
200
$7.86K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
8.43KNew |
$266K - $282K
|
8.43K
$331K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.1KNew |
$66.4K - $70.3K
|
2.1K
$82.5K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
973New |
$30.8K - $32.6K
|
973
$38.2K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.53KNew |
$195K - $207K
|
6.53K
$257K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.13K+ 14166.67% |
$63.6K - $67.2K
|
2.14K
$84.1K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
938New |
$28.1K - $29.7K
|
938
$36.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
761New |
$22.8K - $24.1K
|
761
$29.9K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
325New |
$9.72K - $10.3K
|
325
$12.8K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
321+ 11.48% |
$9.6K - $10.2K
|
3.12K
$122K
|
|
| Q4 2022 | |||||||
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
87.3KNew |
$2.49M - $2.68M
|
87.3K
$3.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
76.5KNew |
$2.18M - $2.35M
|
76.5K
$3.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.5KNew |
$328K - $352K
|
11.5K
$452K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6.74KNew |
$192K - $206K
|
6.74K
$265K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.32K+ 49.56% |
$123K - $132K
|
13K
$513K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.32KNew |
$66K - $71.1K
|
2.32K
$91.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.3K+ 12.19% |
$37K - $39.8K
|
12K
$470K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1KNew |
$28.5K - $30.7K
|
1K
$39.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
860New |
$24.5K - $26.4K
|
860
$33.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
750New |
$21.4K - $23K
|
750
$29.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
700New |
$19.9K - $21.5K
|
700
$27.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
104+ 1.32% |
$2.96K - $3.19K
|
7.99K
$314K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
15New |
$427 - $460
|
15
$590
|
|
| Q3 2022 | |||||||
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
481KNew |
$13.6M - $14.3M
|
481K
$18.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
121KNew |
$3.4M - $3.58M
|
121K
$4.74M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.85KNew |
$249K - $262K
|
8.85K
$348K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1KNew |
$28.2K - $29.7K
|
1K
$39.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
314+ 2.23% |
$8.85K - $9.32K
|
14.4K
$566K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
168+ 49.41% |
$4.74K - $4.98K
|
508
$20K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.29KNew |
$67.1K - $69.8K
|
2.29K
$90.1K
|
|
| Q3 2021 | |||||||
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
359+ 37.75% |
$10.4K - $10.5K
|
1.31K
$51.5K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
175New |
$4.81K - $4.99K
|
175
$6.88K
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.33KNew |
$48.4K - $59.6K
|
2.33K
$91.6K
|
|