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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.9K+ 3.58% |
$87.8K - $93K
|
83.7K
$2.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.73K+ 42.08% |
$82.9K - $87.7K
|
9.22K
$302K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.54K+ 13.26% |
$76.9K - $81.4K
|
21.6K
$709K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.47K+ 0.79% |
$74.9K - $79.3K
|
314K
$10.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
2.38K+ 26.62% |
$72.2K - $76.5K
|
11.3K
$371K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.35K+ 4.48% |
$71.2K - $75.4K
|
54.8K
$1.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.2K+ 7.95% |
$66.6K - $70.5K
|
29.8K
$975K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.32K+ 2.3% |
$40.1K - $42.5K
|
58.8K
$1.92M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.23K+ 17.77% |
$37.3K - $39.5K
|
8.16K
$267K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
1.22K+ 3.12% |
$37.1K - $39.3K
|
40.5K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.05K+ 6.09% |
$31.8K - $33.7K
|
18.3K
$598K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.05K+ 14.39% |
$31.8K - $33.7K
|
8.35K
$273K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
941+ 27.82% |
$28.5K - $30.2K
|
4.32K
$142K
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
720+ 10.32% |
$21.8K - $23.1K
|
7.7K
$252K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
644+ 4.66% |
$19.5K - $20.7K
|
14.5K
$473K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
619+ 0.71% |
$18.8K - $19.9K
|
88K
$2.88M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
527+ 69.34% |
$16K - $16.9K
|
1.29K
$42.1K
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
478+ 2.43% |
$14.5K - $15.3K
|
20.1K
$658K
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
467+ 1.34% |
$14.2K - $15K
|
35.3K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
225+ 0.6% |
$6.82K - $7.22K
|
37.8K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
221+ 0.43% |
$6.7K - $7.09K
|
51.9K
$1.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
159+ 0.47% |
$4.82K - $5.1K
|
34K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-14- 0.17% |
$425 - $449
|
8.07K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-100- 0.29% |
$3.03K - $3.21K
|
34.6K
$1.13M
|
|
|
Aug 01, 2025
Q2 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-150- 1.17% |
$4.55K - $4.82K
|
12.7K
$414K
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-170- 1.41% |
$5.16K - $5.46K
|
11.9K
$390K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-181- 6.79% |
$5.49K - $5.81K
|
2.49K
$81.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-200- 0.45% |
$6.07K - $6.42K
|
43.9K
$1.44M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-376- 0.93% |
$11.4K - $12.1K
|
40K
$1.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-380- 1.05% |
$11.5K - $12.2K
|
35.7K
$1.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-453- 0.34% |
$13.7K - $14.5K
|
133K
$4.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-580- 2.29% |
$17.6K - $18.6K
|
24.8K
$811K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-594- 5.84% |
$18K - $19.1K
|
9.58K
$313K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-786- 2.74% |
$23.8K - $25.2K
|
27.9K
$913K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-913- 47.63% |
$27.7K - $29.3K
|
1K
$32.9K
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-980- 3.08% |
$29.7K - $31.5K
|
30.9K
$1.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-1.36K- 0.64% |
$41.2K - $43.6K
|
212K
$6.95M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.44K- 1.29% |
$43.5K - $46.1K
|
110K
$3.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.47K- 3.55% |
$44.6K - $47.2K
|
40K
$1.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.4K- 27.37% |
$72.8K - $77K
|
6.37K
$208K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.31K- 0.7% |
$100K - $106K
|
467K
$15.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-3.55K- 9.54% |
$108K - $114K
|
33.7K
$1.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.85K- 33.65% |
$117K - $123K
|
7.58K
$248K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.14K- 9.41% |
$126K - $133K
|
39.9K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.79K- 17.2% |
$145K - $154K
|
23.1K
$755K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.14K- 34.43% |
$156K - $165K
|
9.78K
$320K
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-5.26K- 0.75% |
$160K - $169K
|
694K
$22.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-6.52K- 32.79% |
$198K - $209K
|
13.4K
$437K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.78K- 57.8% |
$206K - $218K
|
4.95K
$162K
|