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 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-305- 32.07% |
N/A
|
646
$0
|
|
|
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 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 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
500+ 6.58% |
N/A
|
8.1K
$0
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.41K- 64.32% |
N/A
|
3K
$0
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.56KNew |
N/A
|
2.56K
$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
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-37- 0.29% |
N/A
|
12.9K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
13.9KNew |
N/A
|
13.9K
$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 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 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
9.48KNew |
N/A
|
9.48K
$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 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$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 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-2.74K- 17.31% |
N/A
|
13.1K
$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 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-4.54K- 2.35% |
N/A
|
189K
$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
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-2.12K- 3.99% |
N/A
|
51.2K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-500- 4.67% |
N/A
|
10.2K
$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
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-18.9K- 23.97% |
N/A
|
59.8K
$0
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
229KNew |
N/A
|
229K
$0
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.8KNew |
N/A
|
12.8K
$0
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 1.11% |
N/A
|
106K
$0
|
|
|
May 01, 2023
Q1 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
36.6KNew |
N/A
|
36.6K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
255New |
N/A
|
255
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
287New |
N/A
|
287
$0
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.89K- 7.28% |
N/A
|
24K
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.12KNew |
N/A
|
7.12K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.76K- 12.32% |
N/A
|
19.6K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
500New |
N/A
|
500
$0
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.04KNew |
N/A
|
9.04K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
7KNew |
N/A
|
7K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
500New |
N/A
|
500
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
45.1KNew |
N/A
|
45.1K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Requisite Capital Management, LLC
|
BUY
|
- |
14.2KNew |
N/A
|
14.2K
$0
|
|