Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
51+ 0.78% |
$1.45K - $1.65K
|
6.59K
$226K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-36- 0.21% |
$1.03K - $1.17K
|
17.2K
$587K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-78- 7.53% |
$2.22K - $2.53K
|
958
$32.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-156- 0.86% |
$4.45K - $5.05K
|
18.1K
$618K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-238- 6.68% |
$6.78K - $7.71K
|
3.32K
$114K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-408- 4.43% |
$11.6K - $13.2K
|
8.81K
$301K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-473- 5.68% |
$13.5K - $15.3K
|
7.86K
$269K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-532- 1.57% |
$15.2K - $17.2K
|
33.4K
$1.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-625- 15.05% |
$17.8K - $20.2K
|
3.53K
$121K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-800- 6.48% |
$22.8K - $25.9K
|
11.6K
$395K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 5.74% |
$30.6K - $34.8K
|
17.6K
$603K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.08K- 5.04% |
$30.8K - $34.9K
|
20.3K
$696K
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.3K- 4.54% |
$37.1K - $42.1K
|
27.3K
$935K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.51K- 1.08% |
$43.1K - $49K
|
138K
$4.72M
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1.8K- 9.64% |
$51.2K - $58.2K
|
16.8K
$576K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.91K- 11.0% |
$112K - $127K
|
31.7K
$1.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.93K- 3.83% |
$112K - $127K
|
98.7K
$3.38M
|
|
|
Jul 29, 2025
Q2 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-4.79K- 3.33% |
$136K - $155K
|
139K
$4.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-8.24KClosed |
$235K - $267K
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.1K- 21.12% |
$429K - $488K
|
56.2K
$1.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-35.8K- 11.53% |
$1.02M - $1.16M
|
274K
$9.38M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-70.6K- 80.98% |
$2.01M - $2.29M
|
16.6K
$567K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-659K- 99.61% |
$18.8M - $21.3M
|
2.55K
$87.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-828K- 98.44% |
$23.6M - $26.8M
|
13.1K
$448K
|