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 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.23K+ 6.86% |
$47.2K - $49.6K
|
19.1K
$740K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
1.17K+ 16.72% |
$45K - $47.3K
|
8.16K
$316K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1KNew |
$38.5K - $40.5K
|
1K
$38.7K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
973+ 5.65% |
$37.5K - $39.4K
|
18.2K
$705K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
849+ 5.84% |
$32.7K - $34.4K
|
15.4K
$595K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
783+ 606.98% |
$30.2K - $31.7K
|
912
$35.3K
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
760+ 6.32% |
$29.3K - $30.8K
|
12.8K
$495K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
667+ 5.5% |
$25.7K - $27K
|
12.8K
$496K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
666+ 0.37% |
$25.7K - $27K
|
181K
$7M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
640+ 1.21% |
$24.7K - $25.9K
|
53.3K
$2.07M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
578+ 0.5% |
$22.3K - $23.4K
|
117K
$4.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
527+ 8.58% |
$20.3K - $21.3K
|
6.67K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
500+ 3.87% |
$19.3K - $20.2K
|
13.4K
$520K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
463+ 1.52% |
$17.8K - $18.7K
|
30.9K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
458+ 5.77% |
$17.6K - $18.5K
|
8.4K
$325K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
245+ 0.35% |
$9.44K - $9.92K
|
71K
$2.75M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
223+ 1.78% |
$8.59K - $9.03K
|
12.8K
$494K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
222+ 0.11% |
$8.55K - $8.99K
|
203K
$7.87M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
218+ 6.21% |
$8.4K - $8.83K
|
3.73K
$144K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
208+ 41.6% |
$8.01K - $8.42K
|
708
$27.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
116+ 0.44% |
$4.47K - $4.7K
|
26.7K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
39+ 0.16% |
$1.5K - $1.58K
|
24.1K
$933K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
38+ 7.6% |
$1.46K - $1.54K
|
538
$20.8K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
34+ 0.09% |
$1.31K - $1.38K
|
35.9K
$1.39M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5- 0.04% |
$193 - $202
|
13K
$502K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-15- 12.5% |
$578 - $607
|
105
$4.07K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-17- 0.26% |
$655 - $688
|
6.55K
$253K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-50- 0.29% |
$1.93K - $2.02K
|
17.3K
$671K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-51- 0.19% |
$1.97K - $2.06K
|
26.3K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-52- 71.23% |
$2K - $2.11K
|
21
$813
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-52- 0.13% |
$2K - $2.11K
|
40.1K
$1.55M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-64- 0.16% |
$2.47K - $2.59K
|
40.9K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-83- 0.33% |
$3.2K - $3.36K
|
24.9K
$965K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-93- 0.1% |
$3.58K - $3.77K
|
91.3K
$3.54M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-152- 1.03% |
$5.86K - $6.15K
|
14.7K
$568K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-156- 0.3% |
$6.01K - $6.32K
|
51.5K
$1.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-175- 1.91% |
$6.74K - $7.09K
|
8.99K
$348K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-198- 0.6% |
$7.63K - $8.02K
|
32.7K
$1.26M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-250- 0.58% |
$9.63K - $10.1K
|
42.9K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-260- 2.7% |
$10K - $10.5K
|
9.37K
$363K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-343- 0.38% |
$13.2K - $13.9K
|
89.2K
$3.46M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-380- 2.5% |
$14.6K - $15.4K
|
14.8K
$574K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-382- 3.78% |
$14.7K - $15.5K
|
9.72K
$376K
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-397- 0.65% |
$15.3K - $16.1K
|
60.6K
$2.35M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-481- 0.67% |
$18.5K - $19.5K
|
71.6K
$2.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-544- 8.37% |
$21K - $22K
|
5.95K
$231K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-578- 2.91% |
$22.3K - $23.4K
|
19.3K
$748K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-598- 1.39% |
$23K - $24.2K
|
42.3K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-603- 49.18% |
$23.2K - $24.4K
|
623
$24.1K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-663- 2.83% |
$25.5K - $26.8K
|
22.7K
$880K
|