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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
American Asset Management Inc.
|
SELL
|
- |
-23.7K- 77.27% |
$786K - $855K
|
6.96K
$280K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.01K- 21.0% |
$66.9K - $72.8K
|
7.57K
$305K
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
BUY
|
- |
6.97KNew |
$232K - $252K
|
6.97K
$281K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
400New |
$13.3K - $14.5K
|
400
$16.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
17New |
$565 - $615
|
17
$684
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2KNew |
$66.5K - $72.3K
|
2K
$80.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
2.23K+ 23.18% |
$74.1K - $80.6K
|
11.8K
$477K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
11K+ 44.82% |
$365K - $397K
|
35.5K
$1.43M
|
|
| Q3 2023 | |||||||
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-19Closed |
$633 - $648
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-18.3K- 68.41% |
$611K - $625K
|
8.46K
$341K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
19.9KNew |
$663K - $678K
|
19.9K
$800K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.89K+ 10.97% |
$196K - $201K
|
59.5K
$2.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
200New |
$6.67K - $6.82K
|
200
$8.05K
|
|
|
Nov 01, 2023
Q3 2023
|
Requisite Capital Management, LLC
|
BUY
|
- |
14KNew |
$467K - $478K
|
14K
$564K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-822- 1.44% |
$27.4K - $28K
|
56.2K
$2.26M
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
973New |
$30.8K - $32.6K
|
973
$39.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.9K- 1.66% |
$59.9K - $63.4K
|
112K
$4.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
8.43KNew |
$266K - $282K
|
8.43K
$339K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.1KNew |
$66.4K - $70.3K
|
2.1K
$84.5K
|
|
| Q1 2023 | |||||||
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-10.2K- 26.74% |
$305K - $322K
|
27.9K
$1.12M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
321+ 11.48% |
$9.6K - $10.2K
|
3.12K
$125K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.53KNew |
$195K - $207K
|
6.53K
$263K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
325New |
$9.72K - $10.3K
|
325
$13.1K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.16K- 96.73% |
$94.6K - $100K
|
107
$4.31K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
938New |
$28.1K - $29.7K
|
938
$37.8K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-660- 5.25% |
$19.7K - $20.9K
|
11.9K
$480K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.13K+ 14166.67% |
$63.6K - $67.2K
|
2.14K
$86.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-706K- 99.7% |
$21.1M - $22.3M
|
2.11K
$84.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
761New |
$22.8K - $24.1K
|
761
$30.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-654- 5.51% |
$19.6K - $20.7K
|
11.2K
$452K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6.74KNew |
$192K - $206K
|
6.74K
$271K
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.45K- 1.88% |
$41.3K - $44.4K
|
75.8K
$3.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
700New |
$19.9K - $21.5K
|
700
$28.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
76.5KNew |
$2.18M - $2.35M
|
76.5K
$3.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
750New |
$21.4K - $23K
|
750
$30.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.5KNew |
$328K - $352K
|
11.5K
$463K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
104+ 1.32% |
$2.96K - $3.19K
|
7.99K
$322K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.3K+ 12.19% |
$37K - $39.8K
|
12K
$482K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
15New |
$427 - $460
|
15
$604
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1KNew |
$28.5K - $30.7K
|
1K
$40.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
860New |
$24.5K - $26.4K
|
860
$34.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.32K+ 49.56% |
$123K - $132K
|
13K
$525K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
87.3KNew |
$2.49M - $2.68M
|
87.3K
$3.51M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-432K- 96.6% |
$12.3M - $13.3M
|
15.2K
$612K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.32KNew |
$66K - $71.1K
|
2.32K
$93.4K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.85KNew |
$249K - $262K
|
8.85K
$356K
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
121KNew |
$3.4M - $3.58M
|
121K
$4.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-2K- 5.41% |
$56.4K - $59.3K
|
35K
$1.41M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1KNew |
$28.2K - $29.7K
|
1K
$40.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
168+ 49.41% |
$4.74K - $4.98K
|
508
$20.5K
|
|