Latest Institutional Purchases of Innovator U.S. Equity Power Bu (POCT)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (POCT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
42+ 0.37% |
$1.73K - $1.81K
|
11.5K
$495K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
29+ 0.14% |
$1.2K - $1.25K
|
21.1K
$912K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$41.3 - $43.1
|
120K
$5.17M
|
|
| Q2 2025 | |||||||
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
236KNew |
$8.59M - $9.76M
|
236K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
61.3KNew |
$2.23M - $2.53M
|
61.3K
$2.65M
|
|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
20.2K+ 210.7% |
$735K - $835K
|
29.8K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.2KNew |
$443K - $503K
|
12.2K
$526K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.89K+ 118.16% |
$323K - $367K
|
16.4K
$709K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.76KNew |
$209K - $238K
|
5.76K
$249K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
5.02KNew |
$182K - $207K
|
5.02K
$217K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5KNew |
$182K - $207K
|
5K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
4.85KNew |
$176K - $200K
|
4.85K
$209K
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
1.94K+ 1.44% |
$70.5K - $80.1K
|
137K
$5.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
406+ 1.31% |
$14.8K - $16.8K
|
31.5K
$1.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
318New |
$11.6K - $13.1K
|
318
$13.7K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
171New |
$6.22K - $7.06K
|
171
$7.39K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
51New |
$1.85K - $2.11K
|
51
$2.2K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
48+ 0.13% |
$1.74K - $1.98K
|
36K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
30.2K+ 35.97% |
$1.16M - $1.22M
|
114K
$4.93M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
27.7KNew |
$1.07M - $1.12M
|
27.7K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
24KNew |
$925K - $973K
|
24K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.7K+ 110.69% |
$449K - $472K
|
22.2K
$959K
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
11KNew |
$426K - $447K
|
11K
$477K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
9.31K+ 22.38% |
$359K - $377K
|
50.9K
$2.2M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
3.09K+ 38.66% |
$119K - $125K
|
11.1K
$478K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
2.94K+ 20.55% |
$113K - $119K
|
17.3K
$746K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
1.17K+ 16.72% |
$45K - $47.3K
|
8.16K
$352K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
973+ 5.65% |
$37.5K - $39.4K
|
18.2K
$786K
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
527+ 8.58% |
$20.3K - $21.3K
|
6.67K
$288K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
463+ 1.52% |
$17.8K - $18.7K
|
30.9K
$1.33M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
458+ 5.77% |
$17.6K - $18.5K
|
8.4K
$363K
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
13.4K+ 22.49% |
$517K - $536K
|
72.9K
$3.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
9.8KNew |
$379K - $392K
|
9.8K
$423K
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
8.78KNew |
$339K - $352K
|
8.78K
$379K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
8.41KNew |
$325K - $337K
|
8.41K
$363K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.4KNew |
$286K - $296K
|
7.4K
$320K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
6.3KNew |
$243K - $252K
|
6.3K
$272K
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
6.13KNew |
$237K - $245K
|
6.13K
$265K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.83KNew |
$225K - $233K
|
5.83K
$252K
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
5.39KNew |
$208K - $216K
|
5.39K
$233K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
5.25KNew |
$203K - $210K
|
5.25K
$227K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.12KNew |
$198K - $205K
|
5.12K
$221K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.91KNew |
$151K - $157K
|
3.91K
$169K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3.59K+ 16.89% |
$139K - $144K
|
24.8K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.34KNew |
$51.8K - $53.6K
|
1.34K
$57.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
300+ 13.09% |
$11.6K - $12K
|
2.59K
$112K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
115New |
$4.44K - $4.6K
|
115
$4.97K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
100+ 1.22% |
$3.86K - $4K
|
8.32K
$359K
|
|
| Q3 2024 | |||||||
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
27.9KNew |
$1.06M - $1.09M
|
27.9K
$1.21M
|
|