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

Innovator U.S. Equity Power Buffer ETF - October logo
$40.13 +0.70 (+1.78%)
As of 03:55 PM Eastern
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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)
107
Total
Institutional Inflows
(last 12 months)
$287.56M
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$93.98M
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POCT Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025KFG Wealth Management LLC143,793$5.69M1.1%+82.9%0.881%
1/21/2025Nikulski Financial Inc.12,360$489K0.1%+2.4%0.076%
1/21/2025Lantz Financial LLC5,249$208K0.1%N/A0.032%
1/21/2025Encompass More Asset Management31,102$1.23M0.4%+78.4%0.190%
1/21/2025Southland Equity Partners LLC91,373$3.62M0.8%+93.4%0.560%
1/21/2025RFG Advisory LLC44,987$1.78M0.1%-6.2%0.275%
1/17/2025 Seros Financial LLC6,132$235K0.2%N/A0.038%
1/17/2025 Goldstein Advisors LLC7,940$314K0.0%+23.7%0.049%
1/17/2025 Mutual Advisors LLC9,629$383K0.0%-2.6%0.059%
1/17/2025 Janney Montgomery Scott LLC208,738$8.26M0.0%+21.4%1.278%
1/17/2025 Advisory Alpha LLC80,679$3.19M0.1%+461.8%0.494%
1/17/2025 Dakota Wealth Management16,488$652K0.0%+189.3%0.101%
1/16/2025 Sugar Maple Asset Management LLC34,543$1.37M1.0%-2.3%0.212%
1/16/2025 Koshinski Asset Management Inc.9,166$363K0.0%-11.9%0.056%
1/16/2025 City Holding Co.19,232$761K0.1%-9.1%0.118%
1/15/2025 Ameritas Advisory Services LLC16,011$633K0.0%N/A0.098%
1/15/2025 Gill Capital Partners LLC28,183$1.12M0.4%+187.2%0.173%
1/15/2025 Certified Advisory Corp124,648$4.93M0.5%N/A0.763%
1/14/2025 Cardinal Point Capital Management ULC6,300$249K0.0%N/A0.039%
1/13/2025 Pinnacle Wealth Management Group Inc.12,340$488K0.3%+102.3%0.076%
1/13/2025 BCS Wealth Management58,619$2.32M0.6%+20.6%0.359%
1/13/2025 Elmwood Wealth Management Inc.73,148$2.89M1.2%+0.4%0.448%
1/13/2025 Brookstone Capital Management952,820$37.70M0.5%+509.6%5.835%
1/13/2025 City Center Advisors LLC12,136$480K0.5%+2.8%0.074%
1/10/2025 Sugarloaf Wealth Management LLC24,832$983K0.2%+16.9%0.152%
1/8/2025 International Assets Investment Management LLC29,604$1.17M0.1%N/A0.181%
1/8/2025 Weaver Consulting Group14,323$567K0.2%+64.3%0.088%
1/6/2025 Advance Capital Management Inc.7,019$278K0.0%N/A0.043%
1/6/2025 O Connor Financial Group LLC35,873$1.42M0.7%N/A0.220%
11/25/2024World Investment Advisors LLC6,770$264K0.0%+18.4%0.041%
11/22/2024Fulcrum Equity Management29,384$1.15M1.0%-4.2%0.180%
11/19/2024Barclays PLC7,164$279K0.0%N/A0.044%
11/18/2024Arete Wealth Advisors LLC14,649$571K0.0%+13.2%0.090%
11/18/2024Coldstream Capital Management Inc.10,535$410K0.0%N/A0.065%
11/18/2024Orion Capital Management LLC25,898$1.01M0.5%-6.1%0.159%
11/15/2024Frisch Financial Group Inc.82,036$3.20M1.0%N/A0.502%
11/15/2024Barclays PLC7,164$279K0.0%N/A0.044%
11/15/2024Continuum Advisory LLC11,650$461K0.1%+3.0%0.071%
11/15/2024MML Investors Services LLC138,325$5.39M0.0%+9.4%0.847%
11/15/2024Orion Portfolio Solutions LLC43,076$1.68M0.0%+36.9%0.264%
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11/15/2024SageView Advisory Group LLC14,930$582K0.0%-2.0%0.091%
11/15/2024HighTower Advisors LLC208,212$8.12M0.0%+3.9%1.275%
11/14/2024Encompass More Asset Management17,430$679K0.3%N/A0.107%
11/14/2024CreativeOne Wealth LLC109,387$4.26M0.1%+3.9%0.670%
11/13/2024WorthPointe LLC24,839$967K0.4%+5.0%0.152%
11/13/2024Townsquare Capital LLC48,366$1.88M0.0%-13.8%0.296%
11/12/2024Penserra Capital Management LLC996,634$38.82M0.8%+5.9%6.103%
11/12/2024Cerity Partners LLC50,548$1.97M0.0%-1.7%0.310%
11/8/2024Bellwether Advisors LLC19,180$747K0.1%-7.6%0.117%
11/7/2024MAI Capital Management31,704$1.24M0.0%+7.2%0.194%
11/7/2024 Sugar Maple Asset Management LLC35,360$1.38M1.2%-65.7%0.217%
11/6/2024OneDigital Investment Advisors LLC21,529$839K0.0%-4.0%0.132%
11/6/2024Valtinson Bruner Financial Planning LLC148,156$5.77M2.0%-2.3%0.907%
11/5/2024First Heartland Consultants Inc.6,125$239K0.0%+8.8%0.038%
11/5/2024Harbour Investments Inc.12,169$474K0.0%+59.1%0.075%
11/1/2024Verdence Capital Advisors LLC5,612$219K0.0%N/A0.034%
11/1/2024Corrado Advisors LLC42,846$1.67M1.0%-2.2%0.262%
10/31/2024Global Strategic Investment Solutions LLC214,762$8.37M1.0%-63.8%1.315%
10/30/2024Beacon Financial Advisory LLC34,330$1.34M0.5%-1.9%0.210%
10/29/2024 Janney Montgomery Scott LLC171,897$6.70M0.0%+17.0%1.053%
10/29/2024Farther Finance Advisors LLC8,118$316K0.0%N/A0.050%
10/28/2024Gladstone Institutional Advisory LLC27,900$1.09M0.1%N/A0.171%
10/28/2024Focus Financial Network Inc.23,754$925K0.0%-8.9%0.145%
10/28/2024Stephens Inc. AR261,612$10.19M0.1%-1.1%1.602%
10/28/2024Summit Wealth Partners LLC11,432$445K0.1%N/A0.070%
10/28/2024Nikulski Financial Inc.12,075$470K0.1%-3.2%0.074%
10/25/2024Cornerstone Wealth Group LLC23,820$928K0.1%-1.7%0.146%
10/24/2024FSA Advisors Inc.22,698$884K0.9%-2.6%0.139%
10/24/2024Motiv8 Investments LLC232,384$9.05M6.1%+8.9%1.423%
10/24/2024 Goldstein Advisors LLC6,420$250K0.0%N/A0.039%
10/24/2024 Wealth Enhancement Advisory Services LLC156,755$6.11M0.0%-2.4%0.960%
10/23/2024Allworth Financial LP807$31K0.0%+289.9%0.005%
10/23/2024Legacy Capital Group California Inc.6,123$238K0.1%-4.1%0.037%
10/22/2024DHJJ Financial Advisors Ltd.745$29K0.0%-50.3%0.005%
10/22/2024McAdam LLC8,217$320K0.0%+4.4%0.050%
10/22/2024Chris Bulman Inc41,976$1.64M1.1%-13.1%0.257%
10/22/2024Signaturefd LLC27,949$1.09M0.0%N/A0.171%
10/19/2024Compass Ion Advisors LLC6,567$256K0.0%N/A0.040%
10/18/2024AA Financial Advisors LLC184,688$7.19M2.1%+5.8%1.131%
10/17/2024 BCS Wealth Management48,597$1.89M0.8%-7.5%0.298%
10/11/2024 Elmwood Wealth Management Inc.72,878$2.84M1.2%+1.3%0.446%
10/11/2024VitalStone Financial LLC7,287$284K0.2%N/A0.045%
10/10/2024 Koshinski Asset Management Inc.10,406$405K0.0%+16.9%0.064%
10/10/2024Concourse Financial Group Securities Inc.728$28K0.0%N/A0.004%
10/9/2024Castle Rock Wealth Management LLC29,833$1.16M0.3%+2.1%0.183%
10/8/2024CWM LLC53,061$2.07M0.0%+1,477.3%0.325%
10/8/2024 Brookstone Capital Management156,297$6.09M0.1%-1.6%0.957%
10/8/2024 City Holding Co.21,147$824K0.1%-14.3%0.129%
10/7/2024 Cypress Financial Planning LLC13,299$518K0.2%-28.3%0.081%
9/23/2024Centaurus Financial Inc.38,779$1.49M0.1%-2.3%0.237%
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8/22/2024Cetera Investment Advisers120,988$4.63M0.0%-28.9%0.741%
8/21/2024Truist Financial Corp106,409$4.07M0.0%+0.8%0.652%
8/16/2024Long Island Wealth Management Inc.13,025$499K0.4%-6.5%0.080%
8/13/2024AE Wealth Management LLC37,229$1.43M0.0%-3.9%0.228%
8/12/2024Mercer Global Advisors Inc. ADV56,378$2.16M0.0%-11.4%0.345%
8/10/2024Axxcess Wealth Management LLC25,400$973K0.0%-18.1%0.156%
8/8/2024Envestnet Asset Management Inc.230,952$8.84M0.0%+21.1%1.414%
8/8/2024Thoroughbred Financial Services LLC13,037$499K0.0%-24.5%0.080%
8/8/2024CoreCap Advisors LLC120,676$4.62M0.5%N/A0.739%
8/8/2024WPWealth LLP118,319$4.53M1.1%-35.0%0.725%
(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, 183 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), Penserra Capital Management LLC ($38.82M), Brookstone Capital Management ($37.70M), Commonwealth Equity Services LLC ($22.87M), 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 158 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), Brookstone Capital Management ($1.38M), International Assets Investment Management LLC ($1.25M), Global Strategic Investment Solutions LLC ($700.70K), Commonwealth Equity Services LLC ($594.16K), Stephens Inc. AR ($458.99K), and AE Wealth Management LLC ($433.35K).

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

Institutional investors have bought a total of 13,745,859 shares in the last 24 months. This purchase volume represents approximately $479.44M in transactions.

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

Of the 111 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 ($1.55M), AE Wealth Management LLC ($766.17K), Commonwealth Equity Services LLC ($725.77K), Gradient Investments LLC ($706.16K), Berkshire Money Management Inc. ($438.74K), Global Strategic Investment Solutions LLC ($384.25K), and Cambridge Investment Research Advisors Inc. ($351.66K).

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

Institutional investors have sold a total of 7,221,329 shares in the last 24 months. This volume of shares sold represents approximately $247.41M in transactions.



This page (BATS:POCT) was last updated on 1/21/2025 by MarketBeat.com Staff
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