Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
32.4K+ 65.8% |
$1.18M - $1.34M
|
81.5K
$3.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
3.09K+ 11.54% |
$112K - $127K
|
29.8K
$1.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
1.02K+ 64.14% |
$37.2K - $42.2K
|
2.62K
$108K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
153+ 1.29% |
$5.56K - $6.32K
|
12K
$497K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
48+ 0.13% |
$1.74K - $1.98K
|
36K
$1.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3- 0.04% |
$109 - $124
|
6.67K
$275K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-82- 0.41% |
$2.98K - $3.39K
|
19.7K
$814K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-193- 1.72% |
$7.02K - $7.97K
|
11K
$455K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-952- 7.44% |
$34.6K - $39.3K
|
11.9K
$489K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.06K- 5.82% |
$38.6K - $43.9K
|
17.2K
$710K
|
|
|
Jul 11, 2025
Q2 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1.1K- 0.54% |
$40K - $45.5K
|
202K
$8.34M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.18K- 5.57% |
$42.8K - $48.7K
|
20K
$824K
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-2.47K- 12.35% |
$89.8K - $102K
|
17.5K
$724K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-577K- 71.85% |
$21M - $23.8M
|
226K
$9.34M
|