Purchases and Sales Made in Q4 2024 in Innovator U.S. Equity Power Bu (PMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PMAR) 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 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-175- 1.71% |
$6.83K - $7.07K
|
10K
$411K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 13.99% |
$7.81K - $8.08K
|
1.23K
$50.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-215- 0.45% |
$8.39K - $8.69K
|
47.1K
$1.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-250- 0.36% |
$9.76K - $10.1K
|
69.7K
$2.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-264- 0.72% |
$10.3K - $10.7K
|
36.5K
$1.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-294- 4.46% |
$11.5K - $11.9K
|
6.29K
$258K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-369- 0.33% |
$14.4K - $14.9K
|
111K
$4.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-381- 0.46% |
$14.9K - $15.4K
|
82.6K
$3.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-400- 2.5% |
$15.6K - $16.2K
|
15.6K
$640K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-514- 0.59% |
$20.1K - $20.8K
|
86.3K
$3.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-552- 5.17% |
$21.6K - $22.3K
|
10.1K
$415K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-615- 1.87% |
$24K - $24.9K
|
32.2K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-653- 1.76% |
$25.5K - $26.4K
|
36.4K
$1.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-661- 3.87% |
$25.8K - $26.7K
|
16.4K
$672K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-831- 1.06% |
$32.4K - $33.6K
|
77.9K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-843- 3.07% |
$32.9K - $34.1K
|
26.7K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-850- 8.67% |
$33.2K - $34.3K
|
8.96K
$367K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-901- 1.86% |
$35.2K - $36.4K
|
47.5K
$1.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-1.11K- 8.23% |
$43.4K - $44.9K
|
12.4K
$508K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.16K- 2.75% |
$45.2K - $46.8K
|
41K
$1.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.19K- 6.76% |
$46.6K - $48.2K
|
16.5K
$674K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.21K- 9.11% |
$47.4K - $49K
|
12.1K
$495K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.28K- 1.93% |
$49.9K - $51.6K
|
64.9K
$2.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.3K- 3.98% |
$50.6K - $52.4K
|
31.3K
$1.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.49K- 17.28% |
$58.2K - $60.3K
|
7.14K
$292K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-1.49K- 17.38% |
$58.3K - $60.4K
|
7.1K
$291K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 6.96% |
$61.7K - $63.8K
|
21.1K
$865K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.67K- 3.91% |
$65K - $67.3K
|
40.9K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.68K- 8.82% |
$65.6K - $67.9K
|
17.4K
$711K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.74K- 3.14% |
$68K - $70.4K
|
53.7K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.85K- 0.87% |
$72.1K - $74.6K
|
211K
$8.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2K- 3.58% |
$78K - $80.7K
|
53.8K
$2.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.16K- 8.41% |
$84.4K - $87.4K
|
23.6K
$965K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.23K- 14.44% |
$86.9K - $89.9K
|
13.2K
$540K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.4K- 22.42% |
$93.8K - $97.1K
|
8.31K
$340K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-2.81K- 29.9% |
$110K - $114K
|
6.59K
$270K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-3K- 4.81% |
$117K - $121K
|
59.3K
$2.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-3.54K- 9.75% |
$138K - $143K
|
32.7K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.97K- 97.54% |
$155K - $160K
|
100
$4.09K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.98K- 4.16% |
$155K - $161K
|
91.6K
$3.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.01K- 12.21% |
$156K - $162K
|
28.8K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.67K- 5.86% |
$182K - $189K
|
75K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.11K- 46.89% |
$199K - $206K
|
5.79K
$237K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-5.13K- 6.77% |
$200K - $207K
|
70.7K
$2.89M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.79K- 14.14% |
$265K - $274K
|
41.2K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-6.87K- 0.9% |
$268K - $277K
|
754K
$30.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.64K- 47.02% |
$298K - $309K
|
8.61K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8.15K- 7.38% |
$318K - $330K
|
102K
$4.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-8.52K- 29.52% |
$332K - $344K
|
20.3K
$832K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.65K- 6.47% |
$338K - $349K
|
125K
$5.12M
|