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Innovator U.S. Equity Power Buffer ETF - October (POCT) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Power Buffer ETF - October (BATS:POCT)

Number of
Institutional Buyers
(last 12 months)
93
Total
Institutional Inflows
(last 12 months)
$284.17M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$124.99M
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POCT Institutional Buying and Selling by Quarter

Innovator U.S. Equity Power Buffer ETF - October Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 Sugar Maple Asset Management LLC96,501$3.62M3.5%N/A0.591%
5/16/2024 WPWealth LLP181,962$6.82M1.8%-19.4%1.114%
5/14/2024 CreativeOne Wealth LLC109,524$4.11M0.2%+2.8%0.666%
5/10/2024 Osaic Holdings Inc.445,228$16.69M0.0%-11.5%2.707%
5/9/2024 Orion Portfolio Solutions LLC65,729$2.46M0.0%-11.7%0.400%
5/9/2024 Kingsview Wealth Management LLC9,498$356K0.0%-9.3%0.058%
5/9/2024 Stuart Chaussee & Associates Inc.2,607,535$97.76M28.1%-0.6%15.851%
5/9/2024 SageView Advisory Group LLC19,637$746K0.0%+16.7%0.119%
5/9/2024 Koshinski Asset Management Inc.8,546$320K0.0%-34.5%0.052%
5/8/2024 Berkshire Money Management Inc.7,366$276K0.0%N/A0.045%
5/8/2024 Avantax Advisory Services Inc.20,758$778K0.0%-2.9%0.126%
5/8/2024 Thoroughbred Financial Services LLC17,272$647K0.1%-9.5%0.105%
5/6/2024 Gill Capital Partners LLC9,814$366K0.1%-5.7%0.060%
5/6/2024 VitalStone Financial LLC9,147$343K0.3%N/A0.056%
5/6/2024 Advisory Alpha LLC11,766$441K0.0%-2.9%0.072%
5/2/2024 Lincoln National Corp81,124$3.04M0.0%+12.0%0.493%
5/2/2024 Crown Wealth Group LLC5,358$201K0.1%-23.2%0.033%
5/1/2024 Janney Montgomery Scott LLC121,490$4.56M0.0%+7.7%0.739%
4/30/2024 Strategic Wealth Partners Group LLC166,626$6.25M0.7%-2.7%1.013%
4/30/2024 Valtinson Bruner Financial Planning LLC152,476$5.72M2.4%-1.4%0.927%
4/29/2024Commonwealth Equity Services LLC610,543$22.89M0.0%-35.5%3.712%
4/29/2024 Benjamin F. Edwards & Company Inc.4,666$175K0.0%+43.2%0.028%
4/25/2024 Cambridge Investment Research Advisors Inc.173,514$6.51M0.0%-51.8%0.902%
4/24/2024 Pinnacle Wealth Management Group Inc.6,100$229K0.2%-43.5%0.032%
4/24/2024 Blue Bell Private Wealth Management LLC101,105$3.79M0.8%-1.9%0.526%
4/23/2024 Strategic Blueprint LLC23,435$879K0.1%-3.8%0.122%
4/23/2024 Raymond James Financial Services Advisors Inc.317,647$11.91M0.0%-25.1%1.652%
4/19/2024 FORVIS Wealth Advisors LLC335,631$12.58M0.3%-1.0%1.745%
4/19/2024 KFG Wealth Management LLC86,922$3.26M1.3%+1.2%0.452%
4/17/2024 Cornerstone Wealth Group LLC24,574$921K0.1%+16.2%0.128%
4/17/2024 CRA Financial Services LLC10,699$401K0.1%-15.7%0.056%
4/16/2024 Wealth Enhancement Advisory Services LLC183,590$6.88M0.0%-1.2%0.955%
4/15/2024 Brookstone Capital Management186,570$7.00M0.1%-79.4%0.970%
4/15/2024 Sunbelt Securities Inc.6,005$225K0.0%-40.0%0.031%
4/12/2024 Southland Equity Partners LLC49,473$1.86M0.5%+19.5%0.257%
4/12/2024 AdvisorNet Financial Inc14,163$531K0.1%-2.7%0.074%
4/11/2024 City Holding Co.24,882$933K0.1%-4.9%0.129%
4/11/2024 RFG Advisory LLC50,496$1.89M0.1%N/A0.395%
4/10/2024 BCS Wealth Management61,333$2.30M0.7%-1.4%0.480%
2/26/2024 Centaurus Financial Inc.42,698$1.54M0.1%+107.2%0.334%
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2/21/2024 Raleigh Capital Management Inc.3,522$127K0.1%N/A0.028%
2/14/2024 Brown Wealth Management LLC239,302$8.64M3.8%+1,907.4%1.874%
2/13/2024 Stephens Inc. AR268,062$9.68M0.2%+1.4%2.099%
2/12/2024 WorthPointe LLC23,707$856K0.4%+71.8%0.186%
2/12/2024Focus Financial Network Inc. ADV27,786$1.00M0.0%N/A0.218%
2/12/2024Cape Investment Advisory Inc.52,870$1.91M0.9%+49.9%0.414%
2/9/2024 Nations Financial Group Inc. IA ADV17,070$617K0.1%+41.1%0.134%
2/9/2024 Advisory Services Network LLC4,357$157K0.0%N/A0.034%
2/9/2024 Orion Portfolio Solutions LLC74,426$2.69M0.0%N/A0.583%
2/9/2024 Cambridge Investment Research Advisors Inc.359,642$12.99M0.1%+485.7%2.816%
2/9/2024 Central Valley Advisors LLC12,476$451K0.3%N/A0.098%
2/9/2024 InterOcean Capital Group LLC137,895$4.98M0.1%+1.7%1.080%
2/9/2024 Certified Advisory Corp9,148$330K0.1%N/A0.072%
2/9/2024 CreativeOne Wealth LLC106,562$3.85M0.2%+213.4%0.834%
2/9/2024 Thoroughbred Financial Services LLC19,087$689K0.1%N/A0.149%
2/9/2024 Coldstream Capital Management Inc.10,535$381K0.0%N/A0.082%
2/8/2024 Beacon Pointe Advisors LLC193,279$6.98M0.1%+53.2%1.514%
2/8/2024 Retirement Income Solutions Inc43,759$1.58M0.4%+12.5%0.343%
2/8/2024 Janney Montgomery Scott LLC112,834$4.08M0.0%+16.8%0.884%
2/7/2024 Avantax Advisory Services Inc.21,378$772K0.0%-55.8%0.167%
2/7/2024First City Capital Management Inc.5,820$210K0.1%N/A0.046%
2/7/2024 Principal Securities Inc.3,392$123K0.0%N/A0.027%
2/6/2024 Valtinson Bruner Financial Planning LLC154,597$5.58M2.9%-0.4%1.211%
2/6/2024 Lincoln National Corp72,401$2.62M0.0%+31.4%0.567%
2/6/2024 ARS Wealth Advisors Group LLC42,879$1.55M0.2%-4.4%0.336%
2/6/2024 Axxcess Wealth Management LLC31,000$1.12M0.0%+1.0%0.243%
2/6/2024 U.S. Capital Wealth Advisors LLC26,231$947K0.0%-9.3%0.205%
2/6/2024 Benjamin F. Edwards & Company Inc.3,258$118K0.0%+2,684.6%0.026%
2/6/2024 SRS Capital Advisors Inc.13,056$472K0.1%+15.7%0.102%
2/6/2024Commonwealth Equity Services LLC946,909$34.20M0.1%+57.0%7.415%
2/6/2024 Orion Capital Management LLC27,588$996K0.6%+24.4%0.216%
2/5/2024 Epic Trust Investment Advisors LLC30,202$1.09M1.5%-0.9%0.237%
2/5/2024 McAdam LLC7,867$284K0.0%+15.0%0.062%
2/2/2024 Valmark Advisers Inc.26,380$953K0.0%+2.5%0.207%
2/2/2024 Stuart Chaussee & Associates Inc.2,623,091$94.75M27.7%N/A20.541%
2/2/2024 Truist Financial Corp107,781$3.89M0.0%+6.2%0.844%
2/2/2024 Atria Wealth Solutions Inc.34,850$1.26M0.0%+156.8%0.273%
2/1/2024 Corrado Advisors LLC46,436$1.68M1.4%N/A0.364%
2/1/2024 Sigma Planning Corp51,764$1.87M0.1%N/A0.405%
2/1/2024 CRA Financial Services LLC12,699$459K0.1%+57.7%0.099%
1/31/2024 KFG Wealth Management LLC85,857$3.10M1.4%+138.5%0.672%
1/30/2024 Capital Analysts LLC42,868$1.55M0.1%+1.0%0.336%
1/30/2024 Elmwood Wealth Management Inc.20,130$727K0.5%-72.0%0.158%
1/30/2024 DHJJ Financial Advisors Ltd.1,500$54K0.0%N/A0.012%
1/29/2024 Outlook Wealth Advisors LLC50,321$1.82M0.6%+77.7%0.394%
1/29/2024 Koshinski Asset Management Inc.13,046$471K0.1%+24.7%0.102%
1/29/2024 Compass Advisory Group LLC12,787$462K0.2%+6.0%0.100%
1/26/2024 Cerity Partners LLC41,062$1.48M0.0%+28.5%0.322%
1/26/2024 Sequoia Financial Advisors LLC8,084$292K0.0%+28.1%0.063%
1/25/2024 American Asset Management Inc.6,960$251K0.4%-77.3%0.055%
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1/25/2024 International Assets Investment Management LLC31,637$1.14M0.0%N/A0.248%
1/25/2024 Strategic Blueprint LLC24,363$880K0.1%-6.4%0.191%
1/24/2024 Stratos Wealth Advisors LLC7,567$273K0.0%-21.0%0.059%
1/24/2024 International Assets Investment Management LLC1,142,728$41.28M0.0%N/A8.949%
1/23/2024 Advisory Alpha LLC12,116$438K0.0%N/A0.095%
1/23/2024 Crown Wealth Group LLC6,978$252K0.2%N/A0.055%
1/23/2024 Clay Northam Wealth Management LLC16,158$584K0.5%+3.9%0.127%
1/23/2024 Beacon Financial Advisory LLC24,012$867K0.4%-3.7%0.188%
1/23/2024 Applied Capital LLC6,968$252K0.1%N/A0.055%
1/23/2024 My Personal CFO LLC9,880$357K0.2%-8.9%0.077%
(Data available from 1/1/2016 forward)

POCT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of POCT shares?

During the previous two years, 149 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - October. The most heavily invested institutionals were Stuart Chaussee & Associates Inc. ($97.76M), Global Strategic Investment Solutions LLC ($32.95M), Penserra Capital Management LLC ($23.01M), Commonwealth Equity Services LLC ($22.89M), Osaic Holdings Inc. ($16.69M), Advisor Group Holdings Inc. ($13.86M), and FORVIS Wealth Advisors LLC ($12.58M).Learn more on POCT's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Power Buffer ETF - October stock?

Of the 133 institutional investors that purchased Innovator U.S. Equity Power Buffer ETF - October stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Stuart Chaussee & Associates Inc. ($2.62M), International Assets Investment Management LLC ($1.22M), Global Strategic Investment Solutions LLC ($798.76K), Brookstone Capital Management ($790.71K), Gradient Investments LLC ($708.27K), Commonwealth Equity Services LLC ($594.16K), and Stephens Inc. AR ($458.99K).

How much institutional buying is happening at Innovator U.S. Equity Power Buffer ETF - October?

Institutional investors have bought a total of 12,919,289 shares in the last 24 months. This purchase volume represents approximately $434.42M in transactions.

Which Innovator U.S. Equity Power Buffer ETF - October major shareholders have been selling company stock?

Of the 92 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - October stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($1.52M), AE Wealth Management LLC ($764.65K), Commonwealth Equity Services LLC ($712.43K), Gradient Investments LLC ($706.16K), Berkshire Money Management Inc. ($438.74K), Transform Wealth LLC ($432.34K), and Cambridge Investment Research Advisors Inc. ($306.87K).

How much institutional selling is happening at Innovator U.S. Equity Power Buffer ETF - October?

Institutional investors have sold a total of 6,808,787 shares in the last 24 months. This volume of shares sold represents approximately $227.63M in transactions.


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This page (BATS:POCT) was last updated on 5/19/2024 by MarketBeat.com Staff

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