Latest Institutional Transactions on Innovator U.S. Equity Power Bu (POCT)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (POCT) 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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
655K+ 418.12% |
$25.3M - $26.2M
|
812K
$31.8M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.12K+ 10.64% |
$159K - $165K
|
42.9K
$1.68M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
14.5KNew |
$561K - $581K
|
14.5K
$570K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.52K- 5.1% |
$58.8K - $60.9K
|
28.3K
$1.11M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
172+ 5.03% |
$6.64K - $6.89K
|
3.59K
$141K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
29.6KNew |
$1.14M - $1.18M
|
29.6K
$1.16M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
129New |
$4.98K - $5.16K
|
129
$5.06K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2K- 33.45% |
$77.3K - $80.1K
|
3.98K
$156K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-2K- 17.65% |
$77.2K - $80K
|
9.33K
$366K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
28KNew |
$1.08M - $1.12M
|
28K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-167- 2.2% |
$6.45K - $6.69K
|
7.43K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-16.1K- 12.19% |
$623K - $645K
|
116K
$4.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
13.6K+ 71.05% |
$526K - $546K
|
32.8K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
23.9K+ 13.45% |
$922K - $955K
|
201K
$7.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
222KNew |
$8.57M - $8.89M
|
222K
$8.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-200- 0.4% |
$7.73K - $8.01K
|
50.1K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
42.5KNew |
$1.64M - $1.7M
|
42.5K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.94K- 1.55% |
$75K - $77.7K
|
123K
$4.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$390K - $404K
|
10.1K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.1K- 16.78% |
$736K - $763K
|
94.5K
$3.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
24.2K+ 13.35% |
$936K - $970K
|
206K
$8.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.03K- 5.63% |
$39.7K - $41.1K
|
17.2K
$675K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3- 0.03% |
$116 - $120
|
11.6K
$457K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
900New |
$34.8K - $36K
|
900
$35.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-890- 3.44% |
$34.4K - $35.6K
|
25K
$981K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.68K+ 43.67% |
$103K - $107K
|
8.8K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
53.6KNew |
$2.07M - $2.15M
|
53.6K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.75K- 3.2% |
$67.7K - $70.2K
|
53K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-838Closed |
$32.4K - $33.5K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
59.1KNew |
$2.28M - $2.37M
|
59.1K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-1K- 7.68% |
$38.6K - $40K
|
12K
$472K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.1K+ 0.54% |
$42.5K - $44K
|
204K
$8.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-757- 0.92% |
$29.2K - $30.3K
|
81.3K
$3.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-12.2K- 25.22% |
$471K - $488K
|
36.2K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
420+ 57.69% |
$16.2K - $16.8K
|
1.15K
$45K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.46K+ 34.65% |
$288K - $299K
|
29K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.44K+ 1.32% |
$55.8K - $57.8K
|
111K
$4.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
184K+ 18.45% |
$7.1M - $7.36M
|
1.18M
$46.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-2.47K- 11.5% |
$95.3K - $98.8K
|
19K
$745K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
51.1K+ 776.38% |
$1.97M - $2.04M
|
57.6K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
23.9K+ 72.11% |
$925K - $958K
|
57.1K
$2.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
102KNew |
$3.95M - $4.09M
|
102K
$4.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
22.5K+ 22.99% |
$871K - $903K
|
121K
$4.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
850+ 1.68% |
$32.8K - $34K
|
51.4K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
9.66KNew |
$373K - $387K
|
9.66K
$379K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
38.9K+ 260.21% |
$1.5M - $1.56M
|
53.8K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
6.99KNew |
$270K - $280K
|
6.99K
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-2.45K- 1.68% |
$94.5K - $98K
|
143K
$5.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-3.35K- 48.84% |
$129K - $134K
|
3.51K
$138K
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-5.17K- 26.38% |
$200K - $207K
|
14.4K
$565K
|