Purchases and Sales Made in Q4 2024 in Innovator U.S. Equity Power Bu (POCT)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (POCT) during Q4 2024. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY POWER BU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-2.47K- 11.5% |
$95.3K - $98.8K
|
19K
$767K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.99K- 6.24% |
$116K - $120K
|
45K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-3.35K- 48.84% |
$129K - $134K
|
3.51K
$142K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-3.5K- 2.37% |
$135K - $140K
|
145K
$5.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.55K- 74.34% |
$137K - $142K
|
1.23K
$49.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.86K- 16.26% |
$149K - $155K
|
19.9K
$803K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.26K- 1.26% |
$164K - $170K
|
333K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-5.17K- 26.38% |
$200K - $207K
|
14.4K
$582K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-12.2K- 25.22% |
$471K - $488K
|
36.2K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-16.1K- 12.19% |
$623K - $645K
|
116K
$4.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.1K- 16.78% |
$736K - $763K
|
94.5K
$3.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-21.5K- 7.49% |
$832K - $862K
|
266K
$10.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-42.1K- 19.6% |
$1.63M - $1.69M
|
173K
$6.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-52.3K- 22.51% |
$2.02M - $2.09M
|
180K
$7.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-144K- 37.88% |
$5.56M - $5.76M
|
236K
$9.53M
|