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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-299- 1.96% |
$11.3K - $11.6K
|
14.9K
$595K
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-265- 4.15% |
$10K - $10.3K
|
6.12K
$244K
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-238- 1.98% |
$8.99K - $9.27K
|
11.8K
$471K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-209- 3.07% |
$7.9K - $8.14K
|
6.6K
$263K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-154- 0.08% |
$5.82K - $6K
|
203K
$8.1M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-50- 0.78% |
$1.89K - $1.95K
|
6.35K
$253K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-46- 0.2% |
$1.74K - $1.79K
|
23.1K
$920K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-24- 0.06% |
$907 - $935
|
38.8K
$1.55M
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-73.2K- 82.8% |
$2.71M - $2.8M
|
15.2K
$606K
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-29.6K- 58.67% |
$1.1M - $1.13M
|
20.9K
$833K
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-25.3K- 25.09% |
$936K - $968K
|
75.5K
$3.01M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-23.9K- 56.74% |
$887K - $917K
|
18.2K
$728K
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-15.5K- 42.18% |
$574K - $593K
|
21.2K
$847K
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-8.39K- 50.43% |
$311K - $321K
|
8.24K
$329K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.6K- 18.06% |
$207K - $214K
|
25.4K
$1.01M
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.4K- 45.63% |
$163K - $168K
|
5.24K
$209K
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.24K- 24.52% |
$157K - $162K
|
13K
$520K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.88K- 16.84% |
$107K - $110K
|
14.2K
$566K
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-2.35K- 9.87% |
$87.1K - $90K
|
21.5K
$856K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.11K- 3.51% |
$41.2K - $42.6K
|
30.5K
$1.22M
|
|
Aug 15, 2024
Q2 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-900- 6.46% |
$33.3K - $34.5K
|
13K
$519K
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-561- 2.1% |
$20.8K - $21.5K
|
26.2K
$1.04M
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-500- 8.33% |
$18.5K - $19.1K
|
5.5K
$219K
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-488- 5.19% |
$18.1K - $18.7K
|
8.92K
$355K
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-450- 4.91% |
$16.7K - $17.2K
|
8.72K
$348K
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-431- 3.67% |
$16K - $16.5K
|
11.3K
$451K
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-200- 1.24% |
$7.41K - $7.66K
|
16K
$636K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-26- 0.43% |
$963 - $996
|
5.98K
$238K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.7K- 10.67% |
$385K - $403K
|
89.9K
$3.58M
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.99K- 15.44% |
$287K - $300K
|
43.8K
$1.75M
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-4.7K- 43.52% |
$169K - $176K
|
6.1K
$243K
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-4.54K- 2.65% |
$163K - $170K
|
167K
$6.64M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.59K- 41.46% |
$129K - $135K
|
5.07K
$202K
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.62K- 23.22% |
$58.1K - $60.8K
|
5.36K
$214K
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-594- 5.71% |
$21.3K - $22.3K
|
9.81K
$391K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-33- 0.87% |
$1.18K - $1.24K
|
3.76K
$150K
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-1- 0.02% |
$35.9 - $37.5
|
5.82K
$232K
|
|
Q4 2023 | |||||||
Jan 25, 2024
Q4 2023
|
American Asset Management Inc.
|
SELL
|
- |
-23.7K- 77.27% |
$786K - $855K
|
6.96K
$277K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.01K- 21.0% |
$66.9K - $72.8K
|
7.57K
$302K
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.22K- 59.36% |
$40.7K - $44.3K
|
838
$33.4K
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-641- 5.38% |
$21.3K - $23.2K
|
11.3K
$450K
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-275- 0.9% |
$9.14K - $9.94K
|
30.2K
$1.2M
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-18.3K- 68.41% |
$611K - $625K
|
8.46K
$337K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-822- 1.44% |
$27.4K - $28K
|
56.2K
$2.24M
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-19Closed |
$633 - $648
|
0
$0
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.9K- 1.66% |
$59.9K - $63.4K
|
112K
$4.47M
|
|
Q1 2023 | |||||||
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-706K- 99.7% |
$21.1M - $22.3M
|
2.11K
$84K
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-10.2K- 26.74% |
$305K - $322K
|
27.9K
$1.11M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.16K- 96.73% |
$94.6K - $100K
|
107
$4.27K
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-660- 5.25% |
$19.7K - $20.9K
|
11.9K
$475K
|