Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PSEP)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PSEP) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
10New |
N/A
|
10
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.88KNew |
N/A
|
5.88K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
9.93KNew |
N/A
|
9.93K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
6.81KNew |
N/A
|
6.81K
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
1.71K+ 29.95% |
N/A
|
7.4K
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1K+ 2.07% |
N/A
|
49.4K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-773- 3.11% |
N/A
|
24.1K
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9.08KNew |
N/A
|
9.08K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
8.55KNew |
N/A
|
8.55K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
127+ 8.46% |
N/A
|
1.63K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-12.5K- 27.04% |
N/A
|
33.6K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-834- 2.04% |
N/A
|
40K
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-453- 1.76% |
N/A
|
25.3K
$0
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.04KNew |
N/A
|
9.04K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-30- 0.15% |
N/A
|
20.4K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
4K+ 27.42% |
N/A
|
18.6K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-519- 7.36% |
N/A
|
6.54K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
11.9KNew |
N/A
|
11.9K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
15.3KNew |
N/A
|
15.3K
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
112KNew |
N/A
|
112K
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-3.31K- 6.07% |
N/A
|
51.3K
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
21.7KNew |
N/A
|
21.7K
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.33K- 7.51% |
N/A
|
16.4K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-700- 7.79% |
N/A
|
8.29K
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
5.58KNew |
N/A
|
5.58K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-500- 6.77% |
N/A
|
6.89K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.93K- 99.93% |
N/A
|
2
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
6.3KNew |
N/A
|
6.3K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
495+ 7.74% |
N/A
|
6.89K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-2.81K- 21.62% |
N/A
|
10.2K
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-215- 0.77% |
N/A
|
27.8K
$0
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.48K+ 16.22% |
N/A
|
17.8K
$0
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-30- 0.53% |
N/A
|
5.64K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
15.3KNew |
N/A
|
15.3K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
42.2KNew |
N/A
|
42.2K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
104New |
N/A
|
104
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.15KNew |
N/A
|
6.15K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
19.2KNew |
N/A
|
19.2K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.37KNew |
N/A
|
3.37K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-96- 1.48% |
N/A
|
6.4K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.42K- 44.3% |
N/A
|
6.82K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
5.79KNew |
N/A
|
5.79K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.12K+ 24.76% |
N/A
|
10.7K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.26K+ 41.03% |
N/A
|
11.2K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
9.1KNew |
N/A
|
9.1K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-309- 23.46% |
N/A
|
1.01K
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.39K+ 36.55% |
N/A
|
8.92K
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
9.47KNew |
N/A
|
9.47K
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-1- -0.0% |
N/A
|
22.7K
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
20.1KNew |
N/A
|
20.1K
$0
|
|