Purchases and Sales Made in Q4 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 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
14.3KNew |
$551K - $571K
|
14.3K
$572K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.7K+ 3.14% |
$530K - $550K
|
451K
$18.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
13.7K+ 78.44% |
$528K - $547K
|
31.1K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
13.6K+ 71.05% |
$526K - $546K
|
32.8K
$1.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
13.4K+ 22.49% |
$517K - $536K
|
72.9K
$2.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
13KNew |
$501K - $520K
|
13K
$521K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.6K+ 103.9% |
$488K - $506K
|
24.8K
$996K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.3K+ 20.63% |
$473K - $491K
|
71.7K
$2.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
11.7K+ 8.35% |
$451K - $467K
|
151K
$6.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
10.8K+ 189.26% |
$417K - $432K
|
16.5K
$662K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$390K - $404K
|
10.1K
$405K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
10K+ 20.62% |
$387K - $401K
|
58.6K
$2.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
9.8KNew |
$379K - $392K
|
9.8K
$393K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
9.68K+ 23.07% |
$374K - $388K
|
51.7K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
9.66KNew |
$373K - $387K
|
9.66K
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
9.06KNew |
$350K - $362K
|
9.06K
$363K
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
8.78KNew |
$339K - $352K
|
8.78K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.7K+ 5.67% |
$336K - $348K
|
162K
$6.51M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.54K+ 43.79% |
$330K - $342K
|
28K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
8.41KNew |
$325K - $337K
|
8.41K
$337K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
7.98KNew |
$308K - $319K
|
7.98K
$320K
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
7.7KNew |
$297K - $308K
|
7.7K
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.46K+ 34.65% |
$288K - $299K
|
29K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.4KNew |
$286K - $296K
|
7.4K
$297K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
7.05KNew |
$272K - $282K
|
7.05K
$283K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
7.02KNew |
$271K - $281K
|
7.02K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
6.99KNew |
$270K - $280K
|
6.99K
$281K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.91KNew |
$267K - $277K
|
6.91K
$277K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
6.83KNew |
$264K - $273K
|
6.83K
$274K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
6.3KNew |
$243K - $252K
|
6.3K
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
6.24K+ 6.38% |
$241K - $250K
|
104K
$4.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.24K+ 102.3% |
$241K - $250K
|
12.3K
$495K
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
6.13KNew |
$237K - $245K
|
6.13K
$246K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.1KNew |
$236K - $244K
|
6.1K
$245K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.83KNew |
$225K - $233K
|
5.83K
$234K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
5.61K+ 64.29% |
$217K - $224K
|
14.3K
$575K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
5.39KNew |
$208K - $216K
|
5.39K
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
5.25KNew |
$203K - $210K
|
5.25K
$211K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.12KNew |
$198K - $205K
|
5.12K
$205K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
4.77K+ 57.84% |
$184K - $191K
|
13K
$522K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
4K+ 47.48% |
$155K - $160K
|
12.4K
$499K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.91KNew |
$151K - $157K
|
3.91K
$157K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3.59K+ 16.89% |
$139K - $144K
|
24.8K
$997K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.52K+ 34.46% |
$136K - $141K
|
13.7K
$550K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
3.42KNew |
$132K - $137K
|
3.42K
$137K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.41K+ 11.59% |
$132K - $137K
|
32.9K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
2.79K+ 11.7% |
$108K - $112K
|
26.6K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.68K+ 43.67% |
$103K - $107K
|
8.8K
$353K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.48K+ 11.86% |
$95.8K - $99.3K
|
23.4K
$939K
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
2.41K+ 18.85% |
$93.1K - $96.5K
|
15.2K
$610K
|