Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PDEC)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PDEC) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1K+ 55.4% |
N/A
|
2.81K
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-765- 10.38% |
N/A
|
6.6K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
11.8KNew |
N/A
|
11.8K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-100- 1.13% |
N/A
|
8.75K
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-299- 3.5% |
N/A
|
8.25K
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
8.5KNew |
N/A
|
8.5K
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.97K- 34.65% |
N/A
|
13.1K
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-750- 68.18% |
N/A
|
350
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
120+ 16.0% |
N/A
|
870
$0
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.03K+ 0.91% |
N/A
|
226K
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
646+ 9.24% |
N/A
|
7.64K
$0
|
|
|
Jul 30, 2025
Q2 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
5KNew |
N/A
|
5K
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.75K- 41.45% |
N/A
|
12.4K
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.14KNew |
N/A
|
5.14K
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.64K- 10.39% |
N/A
|
65.9K
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.34K+ 24.74% |
N/A
|
6.73K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-53.9K- 69.15% |
N/A
|
24.1K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-11.4K- 57.72% |
N/A
|
8.35K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
5.23KNew |
N/A
|
5.23K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.16K+ 10.01% |
N/A
|
12.8K
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
848New |
N/A
|
848
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-86.1K- 80.55% |
N/A
|
20.8K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-97.2K- 81.75% |
N/A
|
21.7K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3.2KNew |
N/A
|
3.2K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
5.15KNew |
N/A
|
5.15K
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.67K- 12.59% |
N/A
|
11.6K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-761- 8.5% |
N/A
|
8.19K
$0
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-274- 1.9% |
N/A
|
14.1K
$0
|
|
| Q1 2025 | |||||||
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-791- 12.23% |
N/A
|
5.68K
$0
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.97KNew |
N/A
|
1.97K
$0
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
694+ 13.05% |
N/A
|
6.01K
$0
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1K- 14.29% |
N/A
|
6K
$0
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.75K- 24.14% |
N/A
|
5.49K
$0
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.35K- 31.17% |
N/A
|
16.2K
$0
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
770+ 2.99% |
N/A
|
26.5K
$0
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.35KNew |
N/A
|
8.35K
$0
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.45K- 9.58% |
N/A
|
13.7K
$0
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
8.71KNew |
N/A
|
8.71K
$0
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.98K- 13.78% |
N/A
|
12.4K
$0
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-4.4K- 19.08% |
N/A
|
18.6K
$0
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
BUY
|
- |
10.7KNew |
N/A
|
10.7K
$0
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.62K+ 7.26% |
N/A
|
38.7K
$0
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.8K- 31.12% |
N/A
|
10.6K
$0
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
6.22KNew |
N/A
|
6.22K
$0
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-3.75K- 0.61% |
N/A
|
615K
$0
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-200- 3.33% |
N/A
|
5.8K
$0
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-37- 0.22% |
N/A
|
17K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-138- 2.18% |
N/A
|
6.19K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
6.83KNew |
N/A
|
6.83K
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
127+ 4.27% |
N/A
|
3.1K
$0
|
|