Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
797K+ 509.62% |
$30.8M - $31.9M
|
953K
$38.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
125KNew |
$4.82M - $4.99M
|
125K
$5.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
66.3K+ 461.79% |
$2.56M - $2.65M
|
80.7K
$3.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
65.2K+ 82.85% |
$2.52M - $2.61M
|
144K
$5.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
44.1K+ 93.36% |
$1.7M - $1.77M
|
91.4K
$3.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
36.8K+ 21.43% |
$1.42M - $1.47M
|
209K
$8.39M
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
35.9KNew |
$1.39M - $1.44M
|
35.9K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
33.4K+ 7107.45% |
$1.29M - $1.34M
|
33.9K
$1.36M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
29.6KNew |
$1.14M - $1.19M
|
29.6K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
18.4K+ 187.17% |
$710K - $735K
|
28.2K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
18.2K+ 9.85% |
$703K - $728K
|
203K
$8.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16KNew |
$619K - $641K
|
16K
$643K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
14.6KNew |
$564K - $584K
|
14.6K
$587K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
13.7K+ 78.44% |
$528K - $547K
|
31.1K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
10.8K+ 189.26% |
$417K - $432K
|
16.5K
$663K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
10K+ 20.62% |
$387K - $401K
|
58.6K
$2.36M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.54K+ 43.79% |
$330K - $342K
|
28K
$1.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
7.05KNew |
$272K - $282K
|
7.05K
$283K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
7.02KNew |
$271K - $281K
|
7.02K
$282K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
6.83KNew |
$264K - $273K
|
6.83K
$275K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
6.3KNew |
$243K - $252K
|
6.3K
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.24K+ 102.3% |
$241K - $250K
|
12.3K
$496K
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
6.13KNew |
$237K - $245K
|
6.13K
$246K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.83KNew |
$225K - $233K
|
5.83K
$234K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
5.61K+ 64.29% |
$217K - $224K
|
14.3K
$576K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
5.25KNew |
$203K - $210K
|
5.25K
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
4.77K+ 57.84% |
$184K - $191K
|
13K
$523K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3.59K+ 16.89% |
$139K - $144K
|
24.8K
$998K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.41K+ 11.59% |
$132K - $137K
|
32.9K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.79K+ 11.7% |
$108K - $112K
|
26.6K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
2.41K+ 18.85% |
$93.1K - $96.5K
|
15.2K
$611K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.52K+ 23.68% |
$58.7K - $60.8K
|
7.94K
$319K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.34KNew |
$51.8K - $53.6K
|
1.34K
$53.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
997+ 4.32% |
$38.5K - $39.9K
|
24.1K
$967K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
483+ 7.61% |
$18.7K - $19.3K
|
6.83K
$275K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
327+ 2.77% |
$12.6K - $13.1K
|
12.1K
$488K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
285+ 2.36% |
$11K - $11.4K
|
12.4K
$497K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
270+ 0.37% |
$10.4K - $10.8K
|
73.1K
$2.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
207+ 3.49% |
$8K - $8.29K
|
6.14K
$247K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
115New |
$4.44K - $4.6K
|
115
$4.62K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
100+ 1.22% |
$3.86K - $4K
|
8.32K
$334K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-60- 0.45% |
$2.32K - $2.4K
|
13.2K
$532K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 0.6% |
$3.86K - $4K
|
16.6K
$668K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-229- 1.24% |
$8.85K - $9.17K
|
18.3K
$734K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-254- 2.57% |
$9.81K - $10.2K
|
9.63K
$387K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-385- 1.12% |
$14.9K - $15.4K
|
33.9K
$1.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-656- 2.89% |
$25.3K - $26.3K
|
22K
$886K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-817- 2.31% |
$31.6K - $32.7K
|
34.5K
$1.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.24K- 11.92% |
$47.9K - $49.6K
|
9.17K
$368K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.34K- 11.69% |
$51.6K - $53.5K
|
10.1K
$406K
|