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 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-720- 9.69% |
$27.7K - $29.2K
|
6.71K
$260K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-824- 0.51% |
$31.7K - $33.4K
|
161K
$6.25M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-860- 4.47% |
$33.1K - $34.8K
|
18.4K
$712K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.05K- 1.82% |
$40.5K - $42.5K
|
56.6K
$2.19M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.14K- 2.15% |
$43.9K - $46.1K
|
51.9K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.15KClosed |
$44.2K - $46.5K
|
0
$0
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.17K- 7.02% |
$45K - $47.3K
|
15.5K
$599K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.23K- 17.05% |
$47.2K - $49.6K
|
5.96K
$231K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.25K- 17.81% |
$48.2K - $50.6K
|
5.77K
$223K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.3K- 10.53% |
$50.1K - $52.6K
|
11K
$428K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.35K- 10.18% |
$51.9K - $54.6K
|
11.9K
$461K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.37K- 0.68% |
$52.8K - $55.5K
|
200K
$7.74M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.49K- 14.72% |
$57.3K - $60.2K
|
8.61K
$333K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.69K- 4.4% |
$65.1K - $68.4K
|
36.7K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.69K- 5.72% |
$65.2K - $68.5K
|
27.9K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.73K- 1.69% |
$66.7K - $70.1K
|
101K
$3.89M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-1.94K- 6.87% |
$74.6K - $78.3K
|
26.2K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.05K- 1.66% |
$78.9K - $83K
|
121K
$4.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-2.2K- 1.6% |
$84.7K - $89K
|
135K
$5.22M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2.49K- 1.99% |
$95.7K - $101K
|
122K
$4.73M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2.76K- 19.37% |
$106K - $112K
|
11.5K
$445K
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.95K- 30.51% |
$114K - $119K
|
6.71K
$260K
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-3.01K- 20.9% |
$116K - $122K
|
11.4K
$442K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-3.05K- 8.43% |
$117K - $123K
|
33.1K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.4K- 1.66% |
$131K - $138K
|
201K
$7.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-3.46K- 26.61% |
$133K - $140K
|
9.55K
$370K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.63K- 3.84% |
$140K - $147K
|
90.9K
$3.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.8K- 95.5% |
$146K - $154K
|
179
$6.93K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.29K- 36.82% |
$165K - $174K
|
7.36K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-5K- 26.32% |
$193K - $202K
|
14K
$542K
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-5.13K- 14.84% |
$197K - $208K
|
29.4K
$1.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-5.13K- 7.01% |
$198K - $208K
|
68K
$2.63M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.73K- 9.17% |
$221K - $232K
|
56.8K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.3K- 48.07% |
$243K - $255K
|
6.8K
$263K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.56K- 11.48% |
$253K - $266K
|
50.6K
$1.96M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.83K- 2.85% |
$263K - $276K
|
232K
$8.99M
|
|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-7.54K- 7.25% |
$291K - $305K
|
96.5K
$3.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.63K- 1.06% |
$333K - $349K
|
804K
$31.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.18K- 17.85% |
$354K - $372K
|
42.2K
$1.64M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-9.46K- 6.58% |
$365K - $383K
|
134K
$5.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.84K- 61.48% |
$379K - $399K
|
6.17K
$239K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-10.4K- 17.71% |
$400K - $420K
|
48.2K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-13K- 46.3% |
$500K - $525K
|
15K
$583K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-14.1K- 96.51% |
$543K - $570K
|
510
$19.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-15.7K- 13.0% |
$604K - $635K
|
105K
$4.06M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-16.2K- 22.66% |
$626K - $658K
|
55.4K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-17.1K- 15.42% |
$659K - $692K
|
93.7K
$3.63M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-19.3K- 9.38% |
$744K - $782K
|
187K
$7.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-21.3K- 50.17% |
$820K - $862K
|
21.1K
$819K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-25.5K- 9.61% |
$984K - $1.03M
|
240K
$9.31M
|