Purchases and Sales Made in Q2 2025 in Innovator Etfs Tr (BALT)
This table provides information about the institutional ownership of Innovator Etfs Tr (BALT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
854K+ 58.82% |
$25.9M - $27.4M
|
2.31M
$75.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
578K+ 5521.03% |
$17.5M - $18.5M
|
588K
$19.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
367KNew |
$11.1M - $11.8M
|
367K
$12M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
361K+ 50.71% |
$10.9M - $11.6M
|
1.07M
$35.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
315K+ 175.46% |
$9.55M - $10.1M
|
494K
$16.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
268K+ 1278.3% |
$8.13M - $8.61M
|
289K
$9.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
249K+ 41.96% |
$7.55M - $7.99M
|
842K
$27.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
209K+ 45.08% |
$6.34M - $6.71M
|
672K
$22M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
182K+ 51.76% |
$5.52M - $5.84M
|
533K
$17.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
139KNew |
$4.23M - $4.47M
|
139K
$4.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
137K+ 91268.67% |
$4.15M - $4.39M
|
137K
$4.49M
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
122K+ 20.89% |
$3.7M - $3.91M
|
705K
$23.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
109K+ 56.44% |
$3.32M - $3.51M
|
303K
$9.92M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
96.9K+ 414.39% |
$2.94M - $3.11M
|
120K
$3.94M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
92.5K+ 147.3% |
$2.81M - $2.97M
|
155K
$5.08M
|
|
|
Aug 04, 2025
Q2 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
88.5K+ 134.96% |
$2.69M - $2.84M
|
154K
$5.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
88.3KNew |
$2.68M - $2.84M
|
88.3K
$2.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
78.4K+ 64.5% |
$2.38M - $2.52M
|
200K
$6.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
70.7K+ 352.1% |
$2.14M - $2.27M
|
90.8K
$2.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
64.6K+ 37.94% |
$1.96M - $2.07M
|
235K
$7.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
60.9K+ 120.06% |
$1.85M - $1.95M
|
112K
$3.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
60.1K+ 28.85% |
$1.82M - $1.93M
|
268K
$8.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
52K+ 7.3% |
$1.58M - $1.67M
|
764K
$25M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
49.8K+ 105.22% |
$1.51M - $1.6M
|
97.2K
$3.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
48.8KNew |
$1.48M - $1.57M
|
48.8K
$1.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
47.9K+ 17.49% |
$1.45M - $1.54M
|
322K
$10.5M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
47.8KNew |
$1.45M - $1.54M
|
47.8K
$1.57M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
41.5K+ 9.91% |
$1.26M - $1.33M
|
461K
$15.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41.1K+ 45.29% |
$1.25M - $1.32M
|
132K
$4.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
39.9KNew |
$1.21M - $1.28M
|
39.9K
$1.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
37.4K+ 8.23% |
$1.14M - $1.2M
|
492K
$16.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
37.1K+ 33.98% |
$1.13M - $1.19M
|
146K
$4.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
36.4KNew |
$1.11M - $1.17M
|
36.4K
$1.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
34.9K+ 46.61% |
$1.06M - $1.12M
|
110K
$3.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
33.6KNew |
$1.02M - $1.08M
|
33.6K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
33.1KNew |
$1.01M - $1.06M
|
33.1K
$1.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
32.4K+ 11.17% |
$982K - $1.04M
|
322K
$10.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
31.1K+ 107.99% |
$943K - $998K
|
59.9K
$1.96M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
30.4K+ 4.99% |
$923K - $977K
|
640K
$20.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
29.1K+ 11.21% |
$884K - $935K
|
289K
$9.46M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
28.2K+ 3.56% |
$856K - $906K
|
822K
$26.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
27.2KNew |
$826K - $874K
|
27.2K
$891K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
26.9K+ 19.81% |
$816K - $864K
|
163K
$5.33M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
26.7K+ 123.42% |
$810K - $857K
|
48.4K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26KNew |
$790K - $836K
|
26K
$852K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.6K+ 2.33% |
$747K - $791K
|
1.08M
$35.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.6K+ 47.77% |
$715K - $757K
|
72.9K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.9KNew |
$693K - $734K
|
22.9K
$748K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
20.2KNew |
$611K - $647K
|
20.2K
$660K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
19.3K+ 13.23% |
$585K - $619K
|
165K
$5.41M
|