Purchases and Sales Made in Q3 2025 in Innovator Etfs Tr (BALT)
This table provides information about the institutional ownership of Innovator Etfs Tr (BALT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
844KNew |
$27.1M - $27.7M
|
844K
$27.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
131K+ 20.54% |
$4.22M - $4.32M
|
772K
$25.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
116K+ 15.14% |
$3.72M - $3.8M
|
880K
$28.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
108K+ 148.32% |
$3.47M - $3.55M
|
181K
$5.93M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
80.5KNew |
$2.59M - $2.64M
|
80.5K
$2.64M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
79.9K+ 211.25% |
$2.57M - $2.62M
|
118K
$3.86M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
67.8K+ 21.08% |
$2.18M - $2.23M
|
389K
$12.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
51.7K+ 80.55% |
$1.66M - $1.7M
|
116K
$3.79M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
47.1K+ 79.92% |
$1.51M - $1.55M
|
106K
$3.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
38K+ 40.68% |
$1.22M - $1.25M
|
131K
$4.3M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
36.7K+ 4.47% |
$1.18M - $1.21M
|
859K
$28.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
28.6K+ 4.05% |
$917K - $938K
|
734K
$24M
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
BUY
|
- |
22.3K+ 61.44% |
$716K - $732K
|
58.6K
$1.92M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
21KNew |
$676K - $691K
|
21K
$689K
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
19.9K+ 8.89% |
$638K - $652K
|
243K
$7.96M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
19.3K+ 21.83% |
$619K - $633K
|
108K
$3.52M
|
|
|
Oct 09, 2025
Q3 2025
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
19.2KNew |
$617K - $630K
|
19.2K
$629K
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
15.1KNew |
$485K - $495K
|
15.1K
$494K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14.7K+ 22.23% |
$472K - $483K
|
80.9K
$2.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
13.9KNew |
$448K - $458K
|
13.9K
$456K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
13.4K+ 27.63% |
$429K - $438K
|
61.7K
$2.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
10.3K+ 97.05% |
$332K - $340K
|
21K
$688K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
10.1K+ 1.5% |
$323K - $330K
|
682K
$22.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
9.07K+ 12.77% |
$291K - $298K
|
80.1K
$2.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.06K+ 3.75% |
$291K - $297K
|
251K
$8.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
8.63KNew |
$277K - $283K
|
8.63K
$283K
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
8.15K+ 37.65% |
$262K - $268K
|
29.8K
$975K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
7.97K+ 7.26% |
$256K - $262K
|
118K
$3.85M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
7.63KNew |
$245K - $250K
|
7.63K
$250K
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
BUY
|
- |
6.8K+ 19.25% |
$218K - $223K
|
42.1K
$1.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.63K+ 18.44% |
$213K - $218K
|
42.6K
$1.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
5.86K+ 72.75% |
$188K - $192K
|
13.9K
$456K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
4.22K+ 13.5% |
$136K - $139K
|
35.5K
$1.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.9K+ 57.62% |
$125K - $128K
|
10.7K
$349K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
3.5K+ 3.97% |
$112K - $115K
|
91.5K
$3M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.89K+ 21.61% |
$92.7K - $94.8K
|
16.3K
$532K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.75KNew |
$88.4K - $90.4K
|
2.75K
$90.1K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.49K+ 2.97% |
$80K - $81.7K
|
86.2K
$2.82M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.07K+ 3.11% |
$34.3K - $35K
|
35.4K
$1.16M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.03K+ 0.33% |
$33.2K - $33.9K
|
315K
$10.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
610+ 9.58% |
$19.6K - $20K
|
6.98K
$228K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
BUY
|
- |
286+ 3.35% |
$9.18K - $9.39K
|
8.82K
$289K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
248+ 0.74% |
$7.96K - $8.14K
|
33.9K
$1.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-107- 0.3% |
$3.44K - $3.51K
|
35.8K
$1.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-400- 0.91% |
$12.8K - $13.1K
|
43.5K
$1.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1K- 13.16% |
$32.1K - $32.8K
|
6.6K
$216K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.29K- 1.13% |
$41.5K - $42.4K
|
114K
$3.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.44K- 1.31% |
$46.3K - $47.4K
|
109K
$3.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.52K- 8.16% |
$48.8K - $49.9K
|
17.1K
$560K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-2.98K- 20.54% |
$95.6K - $97.7K
|
11.5K
$377K
|