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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-9.86K- 3.78% |
$407K - $425K
|
251K
$10.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-40- 0.2% |
$1.65K - $1.72K
|
19.7K
$850K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
42+ 0.37% |
$1.73K - $1.81K
|
11.5K
$495K
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-3.47K- 1.95% |
$143K - $149K
|
174K
$7.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-442- 1.78% |
$18.2K - $19.1K
|
24.4K
$1.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.73K- 9.34% |
$113K - $118K
|
26.5K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-445- 1.69% |
$18.4K - $19.2K
|
25.9K
$1.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
180K+ 37.49% |
$7.42M - $7.75M
|
659K
$28.5M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-350- 2.1% |
$14.4K - $15.1K
|
16.3K
$706K
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-164- 2.71% |
$6.77K - $7.07K
|
5.88K
$254K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-426- 6.39% |
$17.6K - $18.4K
|
6.24K
$270K
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
8.68KNew |
$358K - $374K
|
8.68K
$375K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-6.68K- 7.51% |
$276K - $288K
|
82.2K
$3.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-6.01K- 14.25% |
$248K - $259K
|
36.1K
$1.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.7K+ 4.99% |
$482K - $503K
|
246K
$10.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.11M+ 2617.41% |
$46M - $48.1M
|
1.16M
$50M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-95- 0.28% |
$3.92K - $4.09K
|
33.9K
$1.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3- 0.03% |
$124 - $129
|
11.7K
$506K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
659+ 5.94% |
$27.2K - $28.4K
|
11.7K
$507K
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
5.78K+ 12.94% |
$238K - $249K
|
50.4K
$2.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-460- 0.95% |
$19K - $19.8K
|
47.9K
$2.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.29K- 3.16% |
$53.3K - $55.7K
|
39.6K
$1.71M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
420+ 1.15% |
$17.3K - $18.1K
|
37K
$1.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
550+ 9.08% |
$22.7K - $23.7K
|
6.61K
$285K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
10.9K+ 25.25% |
$449K - $469K
|
54K
$2.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
227+ 0.25% |
$9.37K - $9.78K
|
92.5K
$3.99M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-444- 8.04% |
$18.3K - $19.1K
|
5.08K
$219K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
13.6K+ 6.59% |
$562K - $587K
|
220K
$9.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-9.82K- 4.62% |
$405K - $423K
|
203K
$8.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-36.1K- 44.31% |
$1.49M - $1.56M
|
45.4K
$1.96M
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.13K+ 0.56% |
$46.6K - $48.6K
|
203K
$8.77M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
21.4KNew |
$882K - $921K
|
21.4K
$923K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2.32K- 5.81% |
$95.8K - $100K
|
37.6K
$1.62M
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-715- 5.94% |
$29.5K - $30.8K
|
11.3K
$489K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-547- 1.98% |
$22.6K - $23.6K
|
27.1K
$1.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.3K- 7.52% |
$53.7K - $56.1K
|
16K
$691K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-55- 0.17% |
$2.27K - $2.37K
|
32.4K
$1.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-499- 0.38% |
$20.6K - $21.5K
|
132K
$5.69M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
19.7K+ 98.61% |
$813K - $849K
|
39.7K
$1.71M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.12K+ 34.76% |
$170K - $178K
|
16K
$690K
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
20.2K+ 210.7% |
$735K - $835K
|
29.8K
$1.29M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
171New |
$6.22K - $7.06K
|
171
$7.39K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6.25KNew |
$227K - $258K
|
6.25K
$270K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-7.34K- 17.09% |
$267K - $303K
|
35.6K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
61.3KNew |
$2.23M - $2.53M
|
61.3K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-56.9K- 66.53% |
$2.07M - $2.35M
|
28.6K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.89K+ 118.16% |
$323K - $367K
|
16.4K
$709K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.13K- 23.47% |
$77.2K - $87.8K
|
6.93K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
51New |
$1.85K - $2.11K
|
51
$2.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.78K- 34.51% |
$64.8K - $73.6K
|
3.38K
$146K
|
|