Latest Institutional Sells of Innovator U.S. Equity Power Bu (PSEP)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PSEP) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-28.7K- 26.7% |
N/A
|
78.8K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-14.6K- 9.63% |
N/A
|
137K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.2K- 38.78% |
N/A
|
16.1K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.24K- 5.45% |
N/A
|
56.2K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.93K- 99.93% |
N/A
|
2
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-2.81K- 21.62% |
N/A
|
10.2K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.56K- 10.32% |
N/A
|
13.5K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-915- 5.25% |
N/A
|
16.5K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-848- 3.17% |
N/A
|
25.9K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-570- 1.6% |
N/A
|
35.1K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-500- 6.77% |
N/A
|
6.89K
$0
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-400- 1.68% |
N/A
|
23.4K
$0
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-288- 1.37% |
N/A
|
20.7K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-240- 0.67% |
N/A
|
35.7K
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-215- 0.77% |
N/A
|
27.8K
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-463K- 11.61% |
N/A
|
3.52M
$0
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-38.7K- 59.78% |
N/A
|
26.1K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-32.3K- 24.92% |
N/A
|
97.4K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.7K- 40.49% |
N/A
|
34.9K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17.7K- 25.53% |
N/A
|
51.7K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-15.8K- 11.35% |
N/A
|
123K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-11.7K- 19.33% |
N/A
|
48.9K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 8.4% |
N/A
|
111K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.5K- 2.37% |
N/A
|
350K
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.58K- 45.18% |
N/A
|
9.19K
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-6.01K- 11.54% |
N/A
|
46.1K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.42K- 44.3% |
N/A
|
6.82K
$0
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-5.03K- 2.23% |
N/A
|
220K
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.22K- 27.41% |
N/A
|
11.2K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-3.1K- 18.14% |
N/A
|
14K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-3.08K- 9.05% |
N/A
|
30.9K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-2.84K- 0.41% |
N/A
|
684K
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-2.27K- 4.09% |
N/A
|
53.2K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.71K- 23.02% |
N/A
|
5.7K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-1.42K- 2.2% |
N/A
|
63.2K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.1K- 13.5% |
N/A
|
7.05K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.08K- 17.03% |
N/A
|
5.25K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1K- 2.63% |
N/A
|
37K
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-673- 1.22% |
N/A
|
54.4K
$0
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-600- 7.06% |
N/A
|
7.9K
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-400- 3.38% |
N/A
|
11.5K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-328- 4.88% |
N/A
|
6.39K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-309- 23.46% |
N/A
|
1.01K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-200- 2.7% |
N/A
|
7.2K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-128- 3.05% |
N/A
|
4.07K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-102- 0.05% |
N/A
|
187K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-100- 0.81% |
N/A
|
12.2K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-96- 1.48% |
N/A
|
6.4K
$0
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-30- 0.53% |
N/A
|
5.64K
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-6- 2.39% |
N/A
|
245
$0
|
|