Latest Institutional Purchases of Innovator U.S. Equity Power Bu (PFEB)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PFEB) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
375K+ 770.66% |
$13.3M - $14.1M
|
424K
$14.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
81.3KNew |
$2.89M - $3.04M
|
81.3K
$2.85M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
64.5KNew |
$2.29M - $2.42M
|
64.5K
$2.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
45.3K+ 614.24% |
$1.61M - $1.7M
|
52.7K
$1.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
38.5K+ 120.38% |
$1.37M - $1.44M
|
70.4K
$2.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
33.5K+ 85.8% |
$1.19M - $1.26M
|
72.7K
$2.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
26.3KNew |
$936K - $986K
|
26.3K
$922K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
23.9K+ 78.26% |
$850K - $895K
|
54.5K
$1.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
20.7K+ 15.57% |
$737K - $776K
|
154K
$5.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
19.3KNew |
$686K - $723K
|
19.3K
$676K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
18.7K+ 98.47% |
$666K - $702K
|
37.8K
$1.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.9K+ 102.51% |
$496K - $522K
|
27.6K
$965K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
11.5KNew |
$407K - $429K
|
11.5K
$401K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
8.7KNew |
$309K - $326K
|
8.7K
$305K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.09K+ 23.9% |
$252K - $266K
|
36.8K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
7.03KNew |
$250K - $263K
|
7.03K
$246K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.82K+ 49.67% |
$171K - $181K
|
14.5K
$509K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.64K+ 22.79% |
$129K - $136K
|
19.6K
$686K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.88K+ 8.95% |
$102K - $108K
|
35K
$1.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
2.69K+ 32.53% |
$95.7K - $101K
|
11K
$384K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
450New |
$16K - $16.8K
|
450
$15.8K
|
|
| Q4 2024 | |||||||
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
262KNew |
$9.43M - $9.67M
|
262K
$9.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
179K+ 16.3% |
$6.45M - $6.61M
|
1.28M
$44.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
51KNew |
$1.83M - $1.88M
|
51K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
50.4KNew |
$1.81M - $1.86M
|
50.4K
$1.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
23.4KNew |
$842K - $863K
|
23.4K
$820K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
20.4KNew |
$732K - $751K
|
20.4K
$714K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
19.2K+ 21.83% |
$691K - $708K
|
107K
$3.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.8KNew |
$604K - $619K
|
16.8K
$588K
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
14.5KNew |
$519K - $532K
|
14.5K
$506K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
14.4KNew |
$517K - $530K
|
14.4K
$503K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.3K+ 4.06% |
$479K - $491K
|
341K
$11.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
13.1KNew |
$472K - $484K
|
13.1K
$460K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
12.5KNew |
$449K - $460K
|
12.5K
$437K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
10.5KNew |
$379K - $388K
|
10.5K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.16KNew |
$329K - $337K
|
9.16K
$321K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
8.94KNew |
$321K - $329K
|
8.94K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
8.88KNew |
$319K - $327K
|
8.88K
$311K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
8.28KNew |
$298K - $305K
|
8.28K
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
5.97KNew |
$214K - $220K
|
5.97K
$209K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.59KNew |
$165K - $169K
|
4.59K
$161K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.79K+ 23.14% |
$136K - $140K
|
20.2K
$706K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
3.45KNew |
$124K - $127K
|
3.45K
$121K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.9K+ 33.85% |
$104K - $107K
|
11.5K
$401K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.81K+ 26.82% |
$65.1K - $66.7K
|
8.56K
$300K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
1.6KNew |
$57.5K - $59K
|
1.6K
$56K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.45KNew |
$51.9K - $53.2K
|
1.45K
$50.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
849New |
$30.5K - $31.3K
|
849
$29.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
599New |
$21.5K - $22.1K
|
599
$21K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
395+ 2.6% |
$14.2K - $14.6K
|
15.6K
$546K
|
|