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
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.24K- 22.45% |
$62.4K - $67.7K
|
7.75K
$218K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-2.75K- 3.67% |
$76.6K - $83K
|
72.2K
$2.03M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-3K- 8.47% |
$83.5K - $90.5K
|
32.4K
$913K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.59K- 31.43% |
$128K - $139K
|
10K
$282K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.87K- 8.95% |
$135K - $147K
|
49.5K
$1.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-6.01K- 3.07% |
$167K - $181K
|
190K
$5.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-8.89K- 41.91% |
$247K - $268K
|
12.3K
$347K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.31K- 7.56% |
$259K - $281K
|
114K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10K- 36.87% |
$279K - $303K
|
17.2K
$484K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-11K- 45.41% |
$306K - $332K
|
13.2K
$372K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-11.6K- 17.15% |
$322K - $349K
|
55.9K
$1.58M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.3K- 6.08% |
$482K - $523K
|
268K
$7.54M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.1K- 19.49% |
$504K - $546K
|
74.8K
$2.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-22.5K- 39.98% |
$626K - $679K
|
33.8K
$952K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-50.4K- 61.3% |
$1.4M - $1.52M
|
31.8K
$895K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-151K- 24.96% |
$4.19M - $4.55M
|
453K
$12.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-486K- 98.67% |
$13.5M - $14.7M
|
6.54K
$184K
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-595K- 91.98% |
$16.5M - $17.9M
|
51.8K
$1.46M
|