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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
118K+ 60.82% |
$4.85M - $5.07M
|
311K
$13.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.54K- 9.75% |
$270K - $282K
|
60.5K
$2.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-48.6K- 39.52% |
$2M - $2.09M
|
74.3K
$3.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-35.4K- 46.82% |
$1.46M - $1.53M
|
40.2K
$1.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
234+ 2.84% |
$9.66K - $10.1K
|
8.48K
$366K
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.5K+ 8.66% |
$61.9K - $64.7K
|
18.8K
$813K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
353New |
$14.6K - $15.2K
|
353
$15.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-20.2K- 33.71% |
$832K - $869K
|
39.7K
$1.71M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-465- 7.18% |
$19.2K - $20K
|
6.01K
$260K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3- 0.03% |
$124 - $129
|
11.5K
$495K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.02KNew |
$166K - $173K
|
4.02K
$174K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
299+ 5.98% |
$12.3K - $12.9K
|
5.3K
$229K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-873- 2.18% |
$36K - $37.6K
|
39.2K
$1.69M
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-716- 2.01% |
$29.5K - $30.9K
|
35K
$1.51M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-17- 0.25% |
$702 - $733
|
6.7K
$289K
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-31.3K- 66.04% |
$1.29M - $1.35M
|
16.1K
$695K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.88K+ 358.68% |
$201K - $210K
|
6.24K
$269K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
20.4KNew |
$843K - $880K
|
20.4K
$882K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-895- 8.54% |
$36.9K - $38.6K
|
9.59K
$414K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
38.3KNew |
$1.58M - $1.65M
|
38.3K
$1.65M
|
|
|
Nov 06, 2025
Q3 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.03K+ 1.53% |
$42.5K - $44.4K
|
68.4K
$2.95M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.7K+ 6.85% |
$646K - $675K
|
244K
$10.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-140- 0.96% |
$5.78K - $6.03K
|
14.4K
$623K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
100+ 0.21% |
$4.13K - $4.31K
|
47K
$2.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-125- 1.01% |
$5.16K - $5.39K
|
12.2K
$527K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.07K+ 63.4% |
$209K - $219K
|
13.1K
$565K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
23.6K+ 1.66% |
$974K - $1.02M
|
1.44M
$62.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.32K- 14.76% |
$54.6K - $57K
|
7.64K
$330K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
52.7K+ 10.34% |
$2.17M - $2.27M
|
562K
$24.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
806+ 1.75% |
$33.3K - $34.7K
|
46.8K
$2.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-58.3K- 81.72% |
$2.41M - $2.51M
|
13K
$563K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-8.11K- 5.17% |
$334K - $349K
|
149K
$6.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
528+ 10.12% |
$21.8K - $22.8K
|
5.75K
$248K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
16.3KNew |
$672K - $702K
|
16.3K
$703K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
481+ 0.49% |
$19.9K - $20.7K
|
99.1K
$4.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
6.32KNew |
$261K - $273K
|
6.32K
$273K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
39.5K+ 70.51% |
$1.63M - $1.7M
|
95.4K
$4.12M
|
|
|
Oct 30, 2025
Q3 2025
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
5.16KNew |
$213K - $222K
|
5.16K
$223K
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-116- 0.44% |
$4.79K - $5K
|
26.5K
$1.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-2.67K- 9.52% |
$110K - $115K
|
25.4K
$1.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
97.1K+ 42.94% |
$4.01M - $4.19M
|
323K
$14M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.13KNew |
$336K - $350K
|
8.13K
$351K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-30.3K- 13.32% |
$1.25M - $1.31M
|
197K
$8.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-37- 0.57% |
$1.53K - $1.59K
|
6.51K
$281K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.57KNew |
$271K - $283K
|
6.57K
$284K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.5K+ 7.57% |
$762K - $796K
|
262K
$11.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
972+ 16.07% |
$40.1K - $41.9K
|
7.02K
$303K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.16KNew |
$337K - $351K
|
8.16K
$352K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-315- 3.38% |
$13K - $13.6K
|
9.01K
$389K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-1.74K- 18.0% |
$71.7K - $74.9K
|
7.91K
$342K
|
|