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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
9.11KNew |
$337K - $349K
|
9.11K
$367K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-25.3K- 25.09% |
$936K - $968K
|
75.5K
$3.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
2.42KNew |
$89.7K - $92.7K
|
2.42K
$97.4K
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-561- 2.1% |
$20.8K - $21.5K
|
26.2K
$1.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.6K- 18.06% |
$207K - $214K
|
25.4K
$1.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.24K- 24.52% |
$157K - $162K
|
13K
$525K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
8.53KNew |
$316K - $327K
|
8.53K
$343K
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-8.39K- 50.43% |
$311K - $321K
|
8.24K
$332K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.29KNew |
$196K - $202K
|
5.29K
$213K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
54New |
$2K - $2.07K
|
54
$2.17K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.88K- 16.84% |
$107K - $110K
|
14.2K
$571K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-488- 5.19% |
$18.1K - $18.7K
|
8.92K
$359K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-29.6K- 58.67% |
$1.1M - $1.13M
|
20.9K
$841K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.71KNew |
$212K - $219K
|
5.71K
$230K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.89KNew |
$70.1K - $72.5K
|
1.89K
$76.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-431- 3.67% |
$16K - $16.5K
|
11.3K
$456K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.4K- 45.63% |
$163K - $168K
|
5.24K
$211K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.59K- 41.46% |
$129K - $135K
|
5.07K
$204K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-1- 0.02% |
$35.9 - $37.5
|
5.82K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-33- 0.87% |
$1.18K - $1.24K
|
3.76K
$151K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.7K- 10.67% |
$385K - $403K
|
89.9K
$3.62M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.5K+ 18.28% |
$414K - $433K
|
74.7K
$3.01M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.58KNew |
$236K - $247K
|
6.58K
$265K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.74KNew |
$62.3K - $65.1K
|
1.74K
$69.9K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
318New |
$11.4K - $11.9K
|
318
$12.8K
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
7.37KNew |
$264K - $276K
|
7.37K
$297K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
340New |
$12.2K - $12.8K
|
340
$13.7K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.99K- 15.44% |
$287K - $300K
|
43.8K
$1.76M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-1.62K- 23.22% |
$58.1K - $60.8K
|
5.36K
$216K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.72K+ 12.05% |
$313K - $327K
|
81.1K
$3.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-4.54K- 2.65% |
$163K - $170K
|
167K
$6.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.41K+ 43.22% |
$50.5K - $52.8K
|
4.67K
$188K
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
467+ 46700.0% |
$15.5K - $16.9K
|
468
$18.8K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.52KNew |
$117K - $127K
|
3.52K
$142K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
83New |
$2.76K - $3K
|
83
$3.34K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
179New |
$5.95K - $6.47K
|
179
$7.21K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
646New |
$21.5K - $23.4K
|
646
$26K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.22K- 59.36% |
$40.7K - $44.3K
|
838
$33.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
195KNew |
$6.47M - $7.04M
|
195K
$7.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
218New |
$7.25K - $7.88K
|
218
$8.78K
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
6.44KNew |
$214K - $233K
|
6.44K
$259K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
27.8KNew |
$924K - $1M
|
27.8K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
89.2K+ 22866.41% |
$2.96M - $3.22M
|
89.6K
$3.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.36KNew |
$145K - $158K
|
4.36K
$175K
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
12.5KNew |
$415K - $451K
|
12.5K
$502K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.33K+ 1.71% |
$77.3K - $84.1K
|
138K
$5.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-641- 5.38% |
$21.3K - $23.2K
|
11.3K
$454K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-275- 0.9% |
$9.14K - $9.94K
|
30.2K
$1.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
651+ 2.53% |
$21.6K - $23.5K
|
26.4K
$1.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.77K+ 28.11% |
$59K - $64.1K
|
8.08K
$325K
|
|