Purchases and Sales Made in Q1 2025 in Innovator U.S. Small Cap Power (KJUL)
This table provides information about the institutional ownership of Innovator U.S. Small Cap Power (KJUL) 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 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
365KNew |
$10.1M - $11M
|
365K
$10.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
37.1K+ 1713.06% |
$1.03M - $1.12M
|
39.3K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
15.2KNew |
$424K - $460K
|
15.2K
$429K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
11.7K+ 3.28% |
$326K - $353K
|
368K
$10.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.56K+ 9.13% |
$238K - $258K
|
102K
$2.88M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
7.55KNew |
$210K - $228K
|
7.55K
$213K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
7.45K+ 135.0% |
$207K - $225K
|
13K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.04K+ 46.52% |
$196K - $212K
|
22.2K
$624K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
6.25K+ 21.04% |
$174K - $189K
|
36K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.37KNew |
$122K - $132K
|
4.37K
$123K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
3.67KNew |
$102K - $111K
|
3.67K
$103K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.67K+ 425.19% |
$46.5K - $50.4K
|
2.06K
$58.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.53K+ 1.57% |
$42.7K - $46.3K
|
98.9K
$2.79M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.5K+ 15.8% |
$41.6K - $45.1K
|
11K
$309K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.17KNew |
$32.7K - $35.4K
|
1.17K
$33.1K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1K+ 4.92% |
$27.8K - $30.2K
|
21.3K
$600K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
793+ 5.77% |
$22.1K - $23.9K
|
14.5K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
680New |
$18.9K - $20.5K
|
680
$19.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
504+ 3.11% |
$14K - $15.2K
|
16.7K
$471K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
500+ 7.1% |
$13.9K - $15.1K
|
7.54K
$212K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
316+ 1.26% |
$8.79K - $9.54K
|
25.4K
$716K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$5.57K - $6.04K
|
200
$5.63K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
125+ 10.58% |
$3.48K - $3.77K
|
1.31K
$36.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-4- 0.04% |
$111 - $121
|
11.3K
$319K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-78- 0.45% |
$2.17K - $2.35K
|
17.4K
$490K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-85- 1.35% |
$2.37K - $2.57K
|
6.2K
$175K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-196- 1.58% |
$5.45K - $5.92K
|
12.2K
$344K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-200- 1.85% |
$5.57K - $6.04K
|
10.6K
$299K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-200- 28.57% |
$5.57K - $6.04K
|
500
$14.1K
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-312- 0.71% |
$8.68K - $9.42K
|
43.8K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-429- 1.68% |
$11.9K - $12.9K
|
25.1K
$706K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-446- 1.03% |
$12.4K - $13.5K
|
42.8K
$1.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-465- 0.91% |
$12.9K - $14K
|
50.8K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-529- 2.73% |
$14.7K - $16K
|
18.8K
$531K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-609- 6.0% |
$16.9K - $18.4K
|
9.53K
$269K
|
|
|
May 13, 2025
Q1 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-775- 1.65% |
$21.6K - $23.4K
|
46.1K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-843- 26.64% |
$23.5K - $25.4K
|
2.32K
$65.4K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-900- 8.49% |
$25K - $27.2K
|
9.7K
$273K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-950- 5.36% |
$26.4K - $28.7K
|
16.8K
$473K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.01K- 3.24% |
$28.2K - $30.6K
|
30.2K
$852K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.03K- 3.07% |
$28.8K - $31.2K
|
32.6K
$918K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.11K- 4.4% |
$30.8K - $33.3K
|
24K
$677K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.18K- 2.25% |
$32.8K - $35.6K
|
51.2K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-1.27K- 2.98% |
$35.2K - $38.2K
|
41.1K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.51K- 17.02% |
$42.1K - $45.6K
|
7.37K
$207K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.6K- 2.17% |
$44.4K - $48.1K
|
71.9K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.92K- 3.21% |
$53.3K - $57.8K
|
57.7K
$1.63M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.12K- 16.9% |
$58.9K - $63.9K
|
10.4K
$293K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.15K- 12.5% |
$59.8K - $64.9K
|
15K
$424K
|