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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
17.8K+ 107.88% |
$540K - $572K
|
34.3K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
16.6K+ 12.77% |
$503K - $532K
|
146K
$4.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
16.4K+ 7.3% |
$499K - $528K
|
242K
$7.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
16.3KNew |
$496K - $524K
|
16.3K
$535K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
16.2KNew |
$493K - $521K
|
16.2K
$532K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
16KNew |
$486K - $514K
|
16K
$524K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
15.6K+ 80.43% |
$474K - $501K
|
35K
$1.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
BUY
|
- |
15.2K+ 72.37% |
$462K - $489K
|
36.3K
$1.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
15K+ 34.01% |
$454K - $480K
|
58.9K
$1.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
13.7K+ 5.9% |
$416K - $441K
|
247K
$8.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
13.2K+ 6.29% |
$401K - $425K
|
223K
$7.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
13K+ 44.33% |
$396K - $419K
|
42.5K
$1.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
11.5KNew |
$347K - $368K
|
11.5K
$375K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.3KNew |
$342K - $362K
|
11.3K
$369K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
10.7KNew |
$323K - $342K
|
10.7K
$349K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.3K+ 4.14% |
$312K - $331K
|
259K
$8.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.53K+ 9.05% |
$289K - $306K
|
115K
$3.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
9.35K+ 2.29% |
$284K - $300K
|
417K
$13.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
9.13K+ 9.13% |
$277K - $293K
|
109K
$3.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
9.11K+ 16.53% |
$276K - $292K
|
64.2K
$2.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
8.67K+ 10.23% |
$263K - $278K
|
93.4K
$3.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
8.54KNew |
$259K - $274K
|
8.54K
$279K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.35K+ 7.52% |
$253K - $268K
|
119K
$3.91M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
8.15K+ 31.69% |
$247K - $261K
|
33.9K
$1.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
8.14K+ 2034.0% |
$247K - $261K
|
8.54K
$279K
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
7.64K+ 32.29% |
$232K - $245K
|
31.3K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7.13K+ 5.55% |
$216K - $229K
|
136K
$4.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
6.84K+ 55.25% |
$207K - $219K
|
19.2K
$629K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.77KNew |
$205K - $217K
|
6.77K
$222K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.6K+ 12.05% |
$200K - $212K
|
61.4K
$2.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.52K+ 39.23% |
$198K - $209K
|
23.1K
$757K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
6.28KNew |
$190K - $202K
|
6.28K
$206K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.28K+ 10.47% |
$190K - $201K
|
66.2K
$2.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
6.25K+ 1203.28% |
$189K - $200K
|
6.76K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.07K+ 1.46% |
$184K - $195K
|
422K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.27K+ 18.11% |
$160K - $169K
|
34.4K
$1.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
5.2KNew |
$158K - $167K
|
5.2K
$170K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
5.17K+ 16.78% |
$157K - $166K
|
36K
$1.18M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.91K+ 24.01% |
$149K - $157K
|
25.3K
$829K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.46K+ 137.45% |
$135K - $143K
|
7.71K
$252K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
4.45K+ 5.4% |
$135K - $143K
|
86.7K
$2.84M
|
|
|
Jul 30, 2025
Q2 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
4.39K+ 5.67% |
$133K - $141K
|
81.8K
$2.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
4.21K+ 19.65% |
$128K - $135K
|
25.6K
$838K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.12K+ 8.99% |
$125K - $132K
|
50K
$1.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
4.1K+ 2.24% |
$124K - $132K
|
187K
$6.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
3.51K+ 26.61% |
$107K - $113K
|
16.7K
$547K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.5K+ 367.19% |
$106K - $112K
|
4.46K
$146K
|
|
|
Aug 11, 2025
Q2 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
3.34K+ 4.94% |
$101K - $107K
|
71K
$2.32M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.26K+ 14.1% |
$98.8K - $105K
|
26.4K
$863K
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
2.9K+ 40.15% |
$88K - $93.2K
|
10.1K
$332K
|