Purchases and Sales Made in Q1 2024 in Innovator U.S. Equity Power Bu (POCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (POCT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-285- 5.33% |
$10.2K - $10.7K
|
5.07K
$203K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-290- 0.96% |
$10.4K - $10.9K
|
29.9K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-342- 0.17% |
$12.3K - $12.8K
|
203K
$8.16M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-350- 2.89% |
$12.6K - $13.1K
|
11.8K
$472K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-400- 2.75% |
$14.4K - $15K
|
14.2K
$569K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-404- 0.31% |
$14.5K - $15.2K
|
130K
$5.21M
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-477- 4.83% |
$17.1K - $17.9K
|
9.4K
$377K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-500- 4.53% |
$17.9K - $18.8K
|
10.5K
$423K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-500- 0.99% |
$17.9K - $18.8K
|
49.9K
$2M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-504- 4.48% |
$18.1K - $18.9K
|
10.8K
$432K
|
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-594- 5.71% |
$21.3K - $22.3K
|
9.81K
$394K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-620- 2.9% |
$22.2K - $23.3K
|
20.8K
$833K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-683- 1.59% |
$24.5K - $25.6K
|
42.2K
$1.69M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-833- 6.82% |
$29.9K - $31.2K
|
11.4K
$457K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-891- 1.43% |
$32K - $33.4K
|
61.3K
$2.46M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-928- 3.81% |
$33.3K - $34.8K
|
23.4K
$941K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-970- 9.27% |
$34.8K - $36.4K
|
9.5K
$381K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-1.29K- 4.93% |
$46.3K - $48.4K
|
24.9K
$999K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-1.3K- 3.86% |
$46.5K - $48.6K
|
32.3K
$1.3M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.33K- 3.03% |
$47.5K - $49.7K
|
42.4K
$1.7M
|
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.48K- 3.19% |
$53.2K - $55.6K
|
45K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-1.55K- 0.58% |
$55.6K - $58.1K
|
267K
$10.7M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.55K- 2.93% |
$55.6K - $58.1K
|
51.3K
$2.06M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.62K- 23.22% |
$58.1K - $60.8K
|
5.36K
$215K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.82K- 9.51% |
$65.1K - $68.1K
|
17.3K
$693K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.96K- 1.9% |
$70.2K - $73.4K
|
101K
$4.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-2K- 15.75% |
$71.8K - $75K
|
10.7K
$429K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.03K- 15.55% |
$72.8K - $76.1K
|
11K
$443K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.12K- 1.37% |
$76.1K - $79.5K
|
152K
$6.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.21K- 1.19% |
$79.4K - $83K
|
184K
$7.37M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.27K- 2.1% |
$81.3K - $85K
|
106K
$4.24M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-2.43K- 11.1% |
$87.2K - $91.1K
|
19.5K
$781K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.71K- 29.25% |
$97.2K - $102K
|
6.55K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.03K- 7.08% |
$109K - $113K
|
39.7K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.03K- 1.55% |
$109K - $113K
|
192K
$7.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.43K- 1.01% |
$123K - $129K
|
336K
$13.5M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.59K- 41.46% |
$129K - $135K
|
5.07K
$203K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.87K- 14.75% |
$139K - $145K
|
22.4K
$898K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4K- 39.98% |
$144K - $150K
|
6.01K
$241K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.5K- 34.49% |
$161K - $169K
|
8.55K
$343K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-4.54K- 2.65% |
$163K - $170K
|
167K
$6.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-4.7K- 43.52% |
$169K - $176K
|
6.1K
$245K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.3K- 11.8% |
$226K - $236K
|
47.1K
$1.89M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.99K- 15.44% |
$287K - $300K
|
43.8K
$1.76M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.7K- 11.69% |
$312K - $326K
|
65.7K
$2.64M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.83K- 12.19% |
$317K - $331K
|
63.6K
$2.55M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.14K- 4.57% |
$328K - $343K
|
191K
$7.66M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.6K- 65.39% |
$382K - $399K
|
5.64K
$226K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.7K- 10.67% |
$385K - $403K
|
89.9K
$3.61M
|
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-15.6K- 0.59% |
$558K - $583K
|
2.61M
$105M
|