Purchases and Sales Made in Q4 2024 in Innovator U.S. Equity Power Bu (PSEP)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PSEP) 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
|
- |
94.3K+ 11.78% |
N/A
|
895K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
13.6K+ 50.25% |
N/A
|
40.6K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
6.3KNew |
N/A
|
6.3K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
5.14K+ 5.15% |
N/A
|
105K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.09K+ 8.57% |
N/A
|
26.5K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.06K+ 9.43% |
N/A
|
12.2K
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
900+ 3.51% |
N/A
|
26.6K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
495+ 7.74% |
N/A
|
6.89K
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-215- 0.77% |
N/A
|
27.8K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-240- 0.67% |
N/A
|
35.7K
$0
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-288- 1.37% |
N/A
|
20.7K
$0
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-400- 1.68% |
N/A
|
23.4K
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-500- 6.77% |
N/A
|
6.89K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-570- 1.6% |
N/A
|
35.1K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-848- 3.17% |
N/A
|
25.9K
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-915- 5.25% |
N/A
|
16.5K
$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
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-2.81K- 21.62% |
N/A
|
10.2K
$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
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.24K- 5.45% |
N/A
|
56.2K
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.2K- 38.78% |
N/A
|
16.1K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-14.6K- 9.63% |
N/A
|
137K
$0
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-28.7K- 26.7% |
N/A
|
78.8K
$0
|