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 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.14K- 35.25% |
$247K - $261K
|
15K
$490K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-9.21K- 14.09% |
$279K - $296K
|
56.2K
$1.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-9.34K- 12.24% |
$283K - $300K
|
67K
$2.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-9.46K- 22.8% |
$287K - $304K
|
32K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-9.64K- 21.17% |
$292K - $309K
|
35.9K
$1.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-10.6K- 42.28% |
$322K - $341K
|
14.5K
$474K
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-11.2K- 5.06% |
$339K - $358K
|
209K
$6.85M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-12.7K- 35.4% |
$386K - $408K
|
23.2K
$760K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-13.6K- 38.61% |
$413K - $437K
|
21.7K
$709K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-14K- 32.11% |
$425K - $450K
|
29.6K
$970K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-14.8K- 26.91% |
$448K - $474K
|
40.1K
$1.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-14.8K- 44.35% |
$450K - $476K
|
18.6K
$610K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-19.7K- 9.35% |
$597K - $631K
|
191K
$6.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-23.8K- 68.71% |
$723K - $765K
|
10.9K
$355K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-32.5K- 22.82% |
$987K - $1.04M
|
110K
$3.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-44.3K- 12.71% |
$1.34M - $1.42M
|
305K
$9.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-55.8K- 15.96% |
$1.69M - $1.79M
|
294K
$9.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-73.6K- 29.26% |
$2.23M - $2.36M
|
178K
$5.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-96.6K- 97.49% |
$2.93M - $3.1M
|
2.49K
$81.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-117K- 6.38% |
$3.55M - $3.76M
|
1.72M
$56.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-150K- 8.16% |
$4.56M - $4.82M
|
1.69M
$55.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-290K- 8.41% |
$8.78M - $9.3M
|
3.15M
$103M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-324K- 18.26% |
$9.84M - $10.4M
|
1.45M
$47.5M
|