Purchases and Sales Made in Q1 2025 in Innovator Etfs Tr (BALT)
This table provides information about the institutional ownership of Innovator Etfs Tr (BALT) during Q1 2025. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.44MNew |
$108M - $110M
|
3.44M
$110M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.05M+ 131.62% |
$32.8M - $33.4M
|
1.84M
$58.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
584KNew |
$18.3M - $18.6M
|
584K
$18.6M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
558K+ 45.83% |
$17.5M - $17.8M
|
1.78M
$56.7M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
533K+ 894.92% |
$16.7M - $17M
|
593K
$18.9M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
473KNew |
$14.8M - $15.1M
|
473K
$15.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
307K+ 724.2% |
$9.62M - $9.8M
|
350K
$11.2M
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
290KNew |
$9.07M - $9.24M
|
290K
$9.25M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
288K+ 173.71% |
$9.03M - $9.2M
|
455K
$14.5M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
245K+ 111.76% |
$7.66M - $7.8M
|
463K
$14.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
244K+ 15.34% |
$7.64M - $7.78M
|
1.83M
$58.6M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
241KNew |
$7.55M - $7.69M
|
241K
$7.7M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
175K+ 98.8% |
$5.47M - $5.57M
|
351K
$11.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
170KNew |
$5.33M - $5.43M
|
170K
$5.43M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
164K+ 1079.26% |
$5.14M - $5.24M
|
179K
$5.73M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
151K+ 23.46% |
$4.72M - $4.81M
|
794K
$25.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
125K+ 131.4% |
$3.92M - $3.99M
|
221K
$7.04M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
115K+ 120.1% |
$3.59M - $3.66M
|
210K
$6.71M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
111KNew |
$3.48M - $3.54M
|
111K
$3.55M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
96.4K+ 3617.67% |
$3.02M - $3.08M
|
99.1K
$3.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
84.7KNew |
$2.65M - $2.7M
|
84.7K
$2.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
76.3KNew |
$2.39M - $2.43M
|
76.3K
$2.44M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
75.4K+ 11.83% |
$2.36M - $2.4M
|
712K
$22.7M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
65.6KNew |
$2.05M - $2.09M
|
65.6K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
65.5K+ 33.7% |
$2.05M - $2.09M
|
260K
$8.29M
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
58.9K+ 38.07% |
$1.85M - $1.88M
|
214K
$6.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
58.9K+ 70.41% |
$1.84M - $1.88M
|
143K
$4.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
57K+ 318.44% |
$1.78M - $1.82M
|
74.8K
$2.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
56.5K+ 107.14% |
$1.77M - $1.8M
|
109K
$3.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
55.1KNew |
$1.73M - $1.76M
|
55.1K
$1.76M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
50.9K+ 169.73% |
$1.59M - $1.62M
|
80.8K
$2.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49.4KNew |
$1.55M - $1.57M
|
49.4K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
BUY
|
- |
44.7K+ 6.83% |
$1.4M - $1.43M
|
700K
$22.3M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
44.7KNew |
$1.4M - $1.43M
|
44.7K
$1.43M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
44KNew |
$1.38M - $1.4M
|
44K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
41.4KNew |
$1.3M - $1.32M
|
41.4K
$1.32M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
39.3KNew |
$1.23M - $1.25M
|
39.3K
$1.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
38.2K+ 8.83% |
$1.2M - $1.22M
|
471K
$15M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
36.6K+ 260.04% |
$1.15M - $1.17M
|
50.7K
$1.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
34.9K+ 139.51% |
$1.09M - $1.11M
|
59.9K
$1.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
34.7KNew |
$1.09M - $1.11M
|
34.7K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
33.5KNew |
$1.05M - $1.07M
|
33.5K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33KNew |
$1.03M - $1.05M
|
33K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
30.8KNew |
$965K - $983K
|
30.8K
$984K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
29.9K+ 25.76% |
$936K - $953K
|
146K
$4.66M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.6K+ 9.26% |
$926K - $943K
|
349K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
25.9K+ 23.51% |
$810K - $825K
|
136K
$4.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
25.4KNew |
$794K - $809K
|
25.4K
$810K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
25.1KNew |
$786K - $800K
|
25.1K
$801K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.9K+ 10.51% |
$750K - $763K
|
252K
$8.03M
|