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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-3.05K- 8.43% |
$117K - $123K
|
33.1K
$1.37M
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-3.01K- 20.9% |
$116K - $122K
|
11.4K
$471K
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.95K- 30.51% |
$114K - $119K
|
6.71K
$277K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2.76K- 19.37% |
$106K - $112K
|
11.5K
$474K
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.49K- 1.99% |
$95.7K - $101K
|
122K
$5.04M
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-2.2K- 1.6% |
$84.7K - $89K
|
135K
$5.56M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.05K- 1.66% |
$78.9K - $83K
|
121K
$5M
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.94K- 6.87% |
$74.6K - $78.3K
|
26.2K
$1.08M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.73K- 1.69% |
$66.7K - $70.1K
|
101K
$4.15M
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.69K- 5.72% |
$65.2K - $68.5K
|
27.9K
$1.15M
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.49K- 14.72% |
$57.3K - $60.2K
|
8.61K
$355K
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.37K- 0.68% |
$52.8K - $55.5K
|
200K
$8.25M
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.3K- 10.53% |
$50.1K - $52.6K
|
11K
$456K
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.25K- 17.81% |
$48.2K - $50.6K
|
5.77K
$238K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.23K- 17.05% |
$47.2K - $49.6K
|
5.96K
$246K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.15KClosed |
$44.2K - $46.5K
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.14K- 2.15% |
$43.9K - $46.1K
|
51.9K
$2.14M
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.05K- 1.82% |
$40.5K - $42.5K
|
56.6K
$2.34M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-824- 0.51% |
$31.7K - $33.4K
|
161K
$6.66M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-720- 9.69% |
$27.7K - $29.2K
|
6.71K
$277K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-663- 2.83% |
$25.5K - $26.8K
|
22.7K
$938K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-603- 49.18% |
$23.2K - $24.4K
|
623
$25.7K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-598- 1.39% |
$23K - $24.2K
|
42.3K
$1.74M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-578- 2.91% |
$22.3K - $23.4K
|
19.3K
$797K
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-544- 8.37% |
$21K - $22K
|
5.95K
$246K
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-481- 0.67% |
$18.5K - $19.5K
|
71.6K
$2.95M
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-397- 0.65% |
$15.3K - $16.1K
|
60.6K
$2.5M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-382- 3.78% |
$14.7K - $15.5K
|
9.72K
$401K
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-380- 2.5% |
$14.6K - $15.4K
|
14.8K
$611K
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-343- 0.38% |
$13.2K - $13.9K
|
89.2K
$3.68M
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-260- 2.7% |
$10K - $10.5K
|
9.37K
$387K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-250- 0.58% |
$9.63K - $10.1K
|
42.9K
$1.77M
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-198- 0.6% |
$7.63K - $8.02K
|
32.7K
$1.35M
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-175- 1.91% |
$6.74K - $7.09K
|
8.99K
$371K
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-152- 1.03% |
$5.86K - $6.15K
|
14.7K
$605K
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-83- 0.33% |
$3.2K - $3.36K
|
24.9K
$1.03M
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-64- 0.16% |
$2.47K - $2.59K
|
40.9K
$1.69M
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-52- 0.13% |
$2K - $2.11K
|
40.1K
$1.65M
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-52- 71.23% |
$2K - $2.11K
|
21
$867
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-51- 0.19% |
$1.97K - $2.06K
|
26.3K
$1.09M
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-50- 0.29% |
$1.93K - $2.02K
|
17.3K
$715K
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-17- 0.26% |
$655 - $688
|
6.55K
$270K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-15- 12.5% |
$578 - $607
|
105
$4.33K
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5- 0.04% |
$193 - $202
|
13K
$535K
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1- 0.02% |
$38.5 - $40.5
|
6.06K
$250K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.2K- 3.08% |
$895K - $928K
|
729K
$30.1M
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-2.45K- 1.68% |
$94.5K - $98K
|
143K
$5.92M
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-2K- 17.65% |
$77.2K - $80K
|
9.33K
$385K
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.89K- 11.86% |
$73.1K - $75.8K
|
14.1K
$580K
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.52K- 5.1% |
$58.8K - $60.9K
|
28.3K
$1.17M
|