Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-144K- 37.88% |
$5.56M - $5.76M
|
236K
$9.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-52.3K- 22.51% |
$2.02M - $2.09M
|
180K
$7.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-42.1K- 19.6% |
$1.63M - $1.69M
|
173K
$6.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-21.5K- 7.49% |
$832K - $862K
|
266K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.1K- 16.78% |
$736K - $763K
|
94.5K
$3.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-16.1K- 12.19% |
$623K - $645K
|
116K
$4.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-12.2K- 25.22% |
$471K - $488K
|
36.2K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-5.17K- 26.38% |
$200K - $207K
|
14.4K
$584K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.26K- 1.26% |
$164K - $170K
|
333K
$13.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.86K- 16.26% |
$149K - $155K
|
19.9K
$805K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.55K- 74.34% |
$137K - $142K
|
1.23K
$49.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-3.5K- 2.37% |
$135K - $140K
|
145K
$5.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-3.35K- 48.84% |
$129K - $134K
|
3.51K
$142K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.99K- 6.24% |
$116K - $120K
|
45K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-2.47K- 11.5% |
$95.3K - $98.8K
|
19K
$769K
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-2.45K- 1.68% |
$94.5K - $98K
|
143K
$5.81M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2K- 33.45% |
$77.3K - $80.1K
|
3.98K
$161K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-2K- 17.65% |
$77.2K - $80K
|
9.33K
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.94K- 1.55% |
$75K - $77.7K
|
123K
$4.98M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-1.92K- 9.06% |
$74K - $76.7K
|
19.2K
$779K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.89K- 11.86% |
$73.1K - $75.8K
|
14.1K
$569K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.75K- 3.2% |
$67.7K - $70.2K
|
53K
$2.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.71K- 11.69% |
$66.2K - $68.6K
|
12.9K
$524K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.54K- 0.59% |
$59.5K - $61.6K
|
260K
$10.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.34K- 11.69% |
$51.6K - $53.5K
|
10.1K
$409K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.24K- 11.92% |
$47.9K - $49.6K
|
9.17K
$371K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.03K- 5.63% |
$39.7K - $41.1K
|
17.2K
$697K
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-1K- 7.68% |
$38.6K - $40K
|
12K
$487K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-890- 3.44% |
$34.4K - $35.6K
|
25K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-838Closed |
$32.4K - $33.5K
|
0
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-817- 2.31% |
$31.6K - $32.7K
|
34.5K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-757- 0.92% |
$29.2K - $30.3K
|
81.3K
$3.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-656- 2.89% |
$25.3K - $26.3K
|
22K
$892K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-425- 0.97% |
$16.4K - $17K
|
43.2K
$1.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-385- 1.12% |
$14.9K - $15.4K
|
33.9K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-330- 0.37% |
$12.7K - $13.2K
|
89.6K
$3.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-254- 2.57% |
$9.81K - $10.2K
|
9.63K
$390K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-229- 1.24% |
$8.85K - $9.17K
|
18.3K
$739K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-200- 0.4% |
$7.73K - $8.01K
|
50.1K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-167- 2.2% |
$6.45K - $6.69K
|
7.43K
$301K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-101- 1.53% |
$3.9K - $4.04K
|
6.5K
$263K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 0.6% |
$3.86K - $4K
|
16.6K
$673K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-61- 0.47% |
$2.36K - $2.44K
|
13K
$525K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-60- 0.45% |
$2.32K - $2.4K
|
13.2K
$536K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$193 - $200
|
6.56K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3- 0.03% |
$116 - $120
|
11.6K
$472K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.9K- 49.9% |
$677K - $698K
|
18K
$728K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.4K- 5.2% |
$618K - $637K
|
298K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.25K- 49.82% |
$198K - $205K
|
5.29K
$214K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.94K- 2.45% |
$149K - $153K
|
157K
$6.35M
|
|