Purchases and Sales Made in Q1 2025 in Innovator U.S. Equity Power Bu (POCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (POCT) during Q1 2025. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY POWER BU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
419K+ 125.92% |
$16.2M - $17M
|
753K
$29.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
102K+ 50.75% |
$3.92M - $4.12M
|
302K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
85.6KNew |
$3.3M - $3.46M
|
85.6K
$3.31M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
72.4K+ 81.31% |
$2.79M - $2.93M
|
161K
$6.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.2K+ 20.69% |
$2.71M - $2.84M
|
410K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
54.6K+ 789.08% |
$2.1M - $2.21M
|
61.5K
$2.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
42.3K+ 3.59% |
$1.63M - $1.71M
|
1.22M
$47.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
34KNew |
$1.31M - $1.38M
|
34K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
30.2K+ 35.97% |
$1.16M - $1.22M
|
114K
$4.42M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
27.7KNew |
$1.07M - $1.12M
|
27.7K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
26.7KNew |
$1.03M - $1.08M
|
26.7K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.7K+ 5.7% |
$991K - $1.04M
|
477K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24KNew |
$925K - $973K
|
24K
$930K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
23.4K+ 78.45% |
$903K - $949K
|
53.3K
$2.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
20.7K+ 2.17% |
$798K - $839K
|
974K
$37.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
20KNew |
$771K - $810K
|
20K
$775K
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
19.8KNew |
$763K - $801K
|
19.8K
$767K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
19.2K+ 139.76% |
$739K - $776K
|
32.9K
$1.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.8K+ 8.52% |
$685K - $720K
|
227K
$8.77M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
17KNew |
$653K - $686K
|
17K
$657K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
16.4K+ 126.36% |
$632K - $664K
|
29.4K
$1.14M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.3K+ 31.87% |
$552K - $581K
|
59.3K
$2.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.3K+ 40.83% |
$549K - $577K
|
49.2K
$1.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
12K+ 14.9% |
$463K - $487K
|
92.7K
$3.59M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.7K+ 110.69% |
$449K - $472K
|
22.2K
$860K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
11KNew |
$426K - $447K
|
11K
$428K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.5KNew |
$404K - $424K
|
10.5K
$406K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
9.32K+ 29.98% |
$359K - $377K
|
40.4K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
9.31K+ 22.38% |
$359K - $377K
|
50.9K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
8.35KNew |
$322K - $338K
|
8.35K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.59KNew |
$293K - $307K
|
7.59K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.52KNew |
$290K - $305K
|
7.52K
$291K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.84K+ 23.6% |
$264K - $277K
|
35.8K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.72KNew |
$259K - $272K
|
6.72K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
5.16KNew |
$199K - $209K
|
5.16K
$200K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5KNew |
$193K - $202K
|
5K
$194K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.85K+ 63.07% |
$148K - $156K
|
9.95K
$385K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
3.82K+ 1.47% |
$147K - $155K
|
264K
$10.2M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
3.09K+ 38.66% |
$119K - $125K
|
11.1K
$429K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
2.94K+ 20.55% |
$113K - $119K
|
17.3K
$669K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.29K+ 9.23% |
$88.3K - $92.8K
|
27.1K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
2.27K+ 6.91% |
$87.4K - $91.8K
|
35.1K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2K+ 1.32% |
$76.9K - $80.8K
|
153K
$5.94M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.8K+ 8.17% |
$69.4K - $72.9K
|
23.8K
$923K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.6KNew |
$61.5K - $64.6K
|
1.6K
$61.8K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.57K+ 5.59% |
$60.4K - $63.5K
|
29.6K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
1.5K+ 3.0% |
$57.8K - $60.7K
|
51.6K
$2M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.5K+ 5.07% |
$57.8K - $60.7K
|
31.1K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.49K+ 21.8% |
$57.4K - $60.3K
|
8.32K
$322K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.3K+ 24.2% |
$50.1K - $52.6K
|
6.67K
$258K
|