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 |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
850New |
N/A
|
850
$0
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
18New |
N/A
|
18
$0
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
22.7KNew |
N/A
|
22.7K
$0
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.99KNew |
N/A
|
1.99K
$0
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
55+ 0.13% |
N/A
|
41.6K
$0
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-2.89K- 17.16% |
N/A
|
14K
$0
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
500+ 6.58% |
N/A
|
8.1K
$0
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
5.07K+ 8.19% |
N/A
|
66.9K
$0
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.41K- 64.32% |
N/A
|
3K
$0
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6.33KNew |
N/A
|
6.33K
$0
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.56KNew |
N/A
|
2.56K
$0
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.4K+ 13.4% |
N/A
|
11.9K
$0
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
12.9KNew |
N/A
|
12.9K
$0
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.34K- 23.17% |
N/A
|
11.1K
$0
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
28.7KNew |
N/A
|
28.7K
$0
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
13.9KNew |
N/A
|
13.9K
$0
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-37- 0.29% |
N/A
|
12.9K
$0
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
83.9KNew |
N/A
|
83.9K
$0
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-2.26K- 56.43% |
N/A
|
1.74K
$0
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
306+ 12.08% |
N/A
|
2.84K
$0
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
17.5KNew |
N/A
|
17.5K
$0
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
288New |
N/A
|
288
$0
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
6.3KNew |
N/A
|
6.3K
$0
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.73K+ 24.68% |
N/A
|
18.8K
$0
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
17.1KNew |
N/A
|
17.1K
$0
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
9.48KNew |
N/A
|
9.48K
$0
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.6K+ 152.94% |
N/A
|
4.3K
$0
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-367- 4.0% |
N/A
|
8.81K
$0
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-27.3K- 19.87% |
N/A
|
110K
$0
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
7.39KNew |
N/A
|
7.39K
$0
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
12KNew |
N/A
|
12K
$0
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.92KNew |
N/A
|
1.92K
$0
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$0
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-34K- 93.67% |
N/A
|
2.3K
$0
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.05K- 5.64% |
N/A
|
101K
$0
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.46KNew |
N/A
|
6.46K
$0
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-20.1K- 99.93% |
N/A
|
14
$0
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-2.74K- 17.31% |
N/A
|
13.1K
$0
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-7.34K- 63.6% |
N/A
|
4.2K
$0
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.1K- 3.32% |
N/A
|
32.1K
$0
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$0
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.3K- 16.11% |
N/A
|
38K
$0
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-4.54K- 2.35% |
N/A
|
189K
$0
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.84K- 23.65% |
N/A
|
5.95K
$0
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-65- 0.57% |
N/A
|
11.4K
$0
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-171K- 95.97% |
N/A
|
7.17K
$0
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-500- 4.67% |
N/A
|
10.2K
$0
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-2.12K- 3.99% |
N/A
|
51.2K
$0
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.38KNew |
N/A
|
2.38K
$0
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-615K- 68.88% |
N/A
|
278K
$0
|