Purchases and Sales Made in Q1 2025 in Innovator U.S. Small Cap Power (KAPR)
This table provides information about the institutional ownership of Innovator U.S. Small Cap Power (KAPR) during Q1 2025. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. SMALL CAP POWER.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
805K+ 2233.73% |
$24.8M - $27.1M
|
842K
$26.7M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
659K+ 30377.41% |
$20.3M - $22.2M
|
661K
$21M
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
144KNew |
$4.43M - $4.83M
|
144K
$4.56M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
80.5K+ 35.07% |
$2.48M - $2.71M
|
310K
$9.84M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
13.8KNew |
$426K - $464K
|
13.8K
$438K
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.8KNew |
$425K - $463K
|
13.8K
$437K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.4KNew |
$414K - $452K
|
13.4K
$426K
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.4KNew |
$320K - $350K
|
10.4K
$330K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.45K+ 6.32% |
$291K - $318K
|
159K
$5.05M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.78K+ 3736.6% |
$271K - $295K
|
9.02K
$286K
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
8.51KNew |
$262K - $286K
|
8.51K
$270K
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
8.25K+ 9370.45% |
$254K - $277K
|
8.33K
$264K
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
2.88K+ 20.62% |
$88.8K - $96.8K
|
16.8K
$535K
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2.33K+ 7.23% |
$71.8K - $78.3K
|
34.5K
$1.1M
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.97K+ 9.68% |
$60.7K - $66.2K
|
22.3K
$708K
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.88K+ 23.44% |
$57.9K - $63.2K
|
9.9K
$314K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.78K+ 4.35% |
$54.7K - $59.7K
|
42.6K
$1.35M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.08K+ 7.07% |
$33.4K - $36.4K
|
16.4K
$520K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
996+ 1.6% |
$30.7K - $33.5K
|
63.4K
$2.01M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
963+ 3.82% |
$29.7K - $32.4K
|
26.2K
$831K
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
900+ 2.6% |
$27.7K - $30.3K
|
35.6K
$1.13M
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
502+ 3.47% |
$15.5K - $16.9K
|
15K
$474K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
324+ 10.7% |
$9.99K - $10.9K
|
3.35K
$106K
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
323+ 3.86% |
$9.95K - $10.9K
|
8.69K
$276K
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
216+ 0.93% |
$6.66K - $7.26K
|
23.4K
$743K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
200+ 3.15% |
$6.16K - $6.72K
|
6.54K
$208K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
50New |
$1.54K - $1.68K
|
50
$1.59K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
36+ 0.21% |
$1.11K - $1.21K
|
17.2K
$546K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-160- 0.89% |
$4.93K - $5.38K
|
17.8K
$565K
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-168- 0.89% |
$5.18K - $5.65K
|
18.6K
$591K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-185- 0.81% |
$5.7K - $6.22K
|
22.6K
$718K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-200- 0.6% |
$6.16K - $6.72K
|
33.4K
$1.06M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-245- 6.44% |
$7.55K - $8.24K
|
3.56K
$113K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-260- 5.89% |
$8.01K - $8.74K
|
4.15K
$132K
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-464- 0.98% |
$14.3K - $15.6K
|
46.7K
$1.48M
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-484- 0.59% |
$14.9K - $16.3K
|
81.7K
$2.59M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-716- 4.13% |
$22.1K - $24.1K
|
16.6K
$528K
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-717- 0.82% |
$22.1K - $24.1K
|
87.1K
$2.76M
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-847- 7.67% |
$26.1K - $28.5K
|
10.2K
$323K
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-950- 4.96% |
$29.3K - $31.9K
|
18.2K
$578K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-980- 5.57% |
$30.2K - $32.9K
|
16.6K
$527K
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-1K- 7.28% |
$30.8K - $33.6K
|
12.7K
$404K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1K- 0.97% |
$30.9K - $33.8K
|
103K
$3.26M
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.33K- 0.95% |
$41K - $44.7K
|
139K
$4.43M
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.42K- 5.92% |
$43.6K - $47.6K
|
22.5K
$713K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.51K- 3.67% |
$46.6K - $50.9K
|
39.7K
$1.26M
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.78K- 12.07% |
$54.8K - $59.8K
|
13K
$411K
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-1.93K- 7.32% |
$59.3K - $64.7K
|
24.4K
$774K
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-2.32K- 15.84% |
$71.6K - $78.1K
|
12.4K
$392K
|