Latest Institutional Purchases of Innovator U.S. Equity Power Bu (PSEP)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PSEP) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.04KNew |
N/A
|
9.04K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
8.55KNew |
N/A
|
8.55K
$0
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
8.23KNew |
N/A
|
8.23K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
6.3KNew |
N/A
|
6.3K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.88KNew |
N/A
|
5.88K
$0
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5.36KNew |
N/A
|
5.36K
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
4K+ 27.42% |
N/A
|
18.6K
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
127+ 8.46% |
N/A
|
1.63K
$0
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
28New |
N/A
|
28
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
10New |
N/A
|
10
$0
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
656K+ 173.67% |
N/A
|
1.03M
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
44.8KNew |
N/A
|
44.8K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
42.2KNew |
N/A
|
42.2K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28K+ 355.89% |
N/A
|
35.9K
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
20.1KNew |
N/A
|
20.1K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
19.2KNew |
N/A
|
19.2K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
15.3KNew |
N/A
|
15.3K
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
9.47KNew |
N/A
|
9.47K
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.35KNew |
N/A
|
8.35K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
8.33KNew |
N/A
|
8.33K
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
6.57KNew |
N/A
|
6.57K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.15KNew |
N/A
|
6.15K
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.88KNew |
N/A
|
5.88K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
5.76KNew |
N/A
|
5.76K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.37KNew |
N/A
|
3.37K
$0
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.48K+ 16.22% |
N/A
|
17.8K
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
2.39K+ 36.55% |
N/A
|
8.92K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
104New |
N/A
|
104
$0
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.84KNew |
N/A
|
1.84K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
61New |
N/A
|
61
$0
|
|
| Q1 2024 | |||||||
|
Oct 06, 2025
Q1 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
7.01KNew |
N/A
|
7.01K
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
5.62KNew |
N/A
|
5.62K
$0
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
566New |
N/A
|
566
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
382New |
N/A
|
382
$0
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
19KNew |
N/A
|
19K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
16KNew |
N/A
|
16K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
12.9KNew |
N/A
|
12.9K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.99KNew |
N/A
|
1.99K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
850New |
N/A
|
850
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
18New |
N/A
|
18
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
13.9KNew |
N/A
|
13.9K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
12KNew |
N/A
|
12K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
9.48KNew |
N/A
|
9.48K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
6.3KNew |
N/A
|
6.3K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
306+ 12.08% |
N/A
|
2.84K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
288New |
N/A
|
288
$0
|
|
| Q2 2023 | |||||||
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.38KNew |
N/A
|
2.38K
$0
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
229KNew |
N/A
|
229K
$0
|
|
|
May 01, 2023
Q1 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
36.6KNew |
N/A
|
36.6K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
287New |
N/A
|
287
$0
|
|