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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
11.7K+ 3.28% |
$326K - $353K
|
368K
$9.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.67K+ 425.19% |
$46.5K - $50.4K
|
2.06K
$55.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
500+ 7.1% |
$13.9K - $15.1K
|
7.54K
$203K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
125+ 10.58% |
$3.48K - $3.77K
|
1.31K
$35.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-465- 0.91% |
$12.9K - $14K
|
50.8K
$1.37M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.11K- 4.4% |
$30.8K - $33.3K
|
24K
$648K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.18K- 2.25% |
$32.8K - $35.6K
|
51.2K
$1.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-1.27K- 2.98% |
$35.2K - $38.2K
|
41.1K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.51K- 17.02% |
$42.1K - $45.6K
|
7.37K
$199K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.12K- 16.9% |
$58.9K - $63.9K
|
10.4K
$281K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-6.01K- 3.07% |
$167K - $181K
|
190K
$5.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-11.6K- 17.15% |
$322K - $349K
|
55.9K
$1.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-22.5K- 39.98% |
$626K - $679K
|
33.8K
$912K
|