Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-141- 2.44% |
$5.22K - $5.4K
|
5.63K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-190- 0.15% |
$7.04K - $7.28K
|
130K
$5.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-200- 0.4% |
$7.41K - $7.66K
|
49.7K
$1.98M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-200- 1.13% |
$7.41K - $7.66K
|
17.6K
$701K
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-200- 1.24% |
$7.41K - $7.66K
|
16K
$638K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-210- 0.84% |
$7.78K - $8.04K
|
24.7K
$986K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-325- 1.39% |
$12K - $12.4K
|
23.1K
$923K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-344- 1.4% |
$12.7K - $13.2K
|
24.2K
$968K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-431- 3.67% |
$16K - $16.5K
|
11.3K
$452K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-432- 2.22% |
$16K - $16.5K
|
19K
$760K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-450- 4.91% |
$16.7K - $17.2K
|
8.72K
$348K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-475- 2.07% |
$17.6K - $18.2K
|
22.4K
$896K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-488- 5.19% |
$18.1K - $18.7K
|
8.92K
$356K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-500- 8.33% |
$18.5K - $19.1K
|
5.5K
$220K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-535- 1.26% |
$19.8K - $20.5K
|
41.9K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-561- 2.1% |
$20.8K - $21.5K
|
26.2K
$1.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-575- 2.16% |
$21.3K - $22K
|
26.1K
$1.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-579- 1.94% |
$21.5K - $22.2K
|
29.3K
$1.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-711- 1.72% |
$26.3K - $27.2K
|
40.7K
$1.63M
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-802- 0.53% |
$29.7K - $30.7K
|
152K
$6.06M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-894- 2.25% |
$33.1K - $34.2K
|
38.8K
$1.55M
|
|
|
Aug 15, 2024
Q2 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-900- 6.46% |
$33.3K - $34.5K
|
13K
$520K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-917- 2.89% |
$34K - $35.1K
|
30.8K
$1.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-933- 8.39% |
$34.6K - $35.7K
|
10.2K
$407K
|
|
|
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 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.12K- 2.5% |
$41.6K - $43K
|
43.8K
$1.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.53K- 3.94% |
$56.6K - $58.5K
|
37.2K
$1.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.06K- 0.94% |
$76.2K - $78.8K
|
217K
$8.68M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-2.1K- 0.79% |
$77.8K - $80.4K
|
264K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-2.35K- 9.87% |
$87.1K - $90K
|
21.5K
$858K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-2.72K- 8.41% |
$101K - $104K
|
29.6K
$1.18M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.88K- 16.84% |
$107K - $110K
|
14.2K
$567K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.1K- 32.64% |
$115K - $119K
|
6.4K
$256K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.16K- 14.11% |
$117K - $121K
|
19.2K
$767K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.26K- 1.03% |
$121K - $125K
|
314K
$12.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-3.33K- 13.82% |
$123K - $127K
|
20.8K
$829K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.22K- 3.85% |
$156K - $162K
|
105K
$4.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.24K- 24.52% |
$157K - $162K
|
13K
$521K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.37K- 2.28% |
$162K - $167K
|
187K
$7.49M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.4K- 45.63% |
$163K - $168K
|
5.24K
$209K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.41K- 22.45% |
$163K - $169K
|
15.2K
$608K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.51K- 4.46% |
$167K - $173K
|
96.6K
$3.86M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-4.96K- 5.7% |
$184K - $190K
|
82K
$3.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.6K- 18.06% |
$207K - $214K
|
25.4K
$1.01M
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.31KClosed |
$234K - $242K
|
0
$0
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-6.55KClosed |
$243K - $251K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.76K- 3.26% |
$251K - $259K
|
200K
$8.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-7.22K- 9.12% |
$267K - $276K
|
71.9K
$2.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.25K- 11.39% |
$269K - $278K
|
56.4K
$2.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-8.39K- 50.43% |
$311K - $321K
|
8.24K
$329K
|