Purchases and Sales Made in Q2 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 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 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
155KNew |
$4.02M - $4.52M
|
155K
$4.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
152KNew |
$3.94M - $4.43M
|
152K
$4.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
108KNew |
$2.8M - $3.15M
|
108K
$3.38M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
78.8K+ 29.45% |
$2.05M - $2.3M
|
346K
$10.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
67.6KNew |
$1.76M - $1.97M
|
67.6K
$2.12M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47K+ 49.91% |
$1.22M - $1.37M
|
141K
$4.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
45K+ 365.64% |
$1.17M - $1.31M
|
57.3K
$1.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26K+ 77.0% |
$675K - $760K
|
59.8K
$1.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
23KNew |
$596K - $670K
|
23K
$719K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14K+ 18.67% |
$362K - $408K
|
88.7K
$2.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.7K+ 38.54% |
$303K - $340K
|
41.9K
$1.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
9.51K+ 29.04% |
$247K - $278K
|
42.3K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Acas, LLC
|
BUY
|
- |
7.13KNew |
$185K - $208K
|
7.13K
$224K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.02KNew |
$182K - $205K
|
7.02K
$220K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
5.76K+ 27.03% |
$150K - $168K
|
27.1K
$848K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
5.29K+ 69.99% |
$137K - $154K
|
12.8K
$402K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.96K+ 32.51% |
$129K - $145K
|
20.2K
$633K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4.61K+ 352.33% |
$120K - $134K
|
5.91K
$185K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.15K+ 8.77% |
$81.9K - $92.1K
|
39.1K
$1.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
1.5K+ 15.46% |
$38.9K - $43.8K
|
11.2K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.18K+ 276.29% |
$30.6K - $34.4K
|
1.6K
$50.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.16K+ 3.37% |
$30K - $33.7K
|
35.4K
$1.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1KNew |
$26K - $29.2K
|
1K
$31.3K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
901New |
$23.4K - $26.3K
|
901
$28.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
857+ 3.57% |
$22.2K - $25K
|
24.9K
$780K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
670+ 0.93% |
$17.4K - $19.6K
|
72.8K
$2.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
377+ 16.24% |
$9.79K - $11K
|
2.7K
$84.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
200+ 1.88% |
$5.19K - $5.84K
|
10.8K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
103New |
$2.67K - $3.01K
|
103
$3.23K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
75+ 1.02% |
$1.95K - $2.19K
|
7.44K
$233K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-122- 0.49% |
$3.17K - $3.56K
|
25K
$782K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-163- 1.12% |
$4.23K - $4.76K
|
14.4K
$451K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-318- 2.6% |
$8.26K - $9.29K
|
11.9K
$373K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-374- 2.15% |
$9.71K - $10.9K
|
17K
$533K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-392- 4.11% |
$10.2K - $11.4K
|
9.14K
$287K
|
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-487- 1.11% |
$12.6K - $14.2K
|
43.3K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-505- 2.68% |
$13.1K - $14.7K
|
18.3K
$575K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-584- 2.63% |
$15.2K - $17.1K
|
21.6K
$676K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-607- 5.54% |
$15.8K - $17.7K
|
10.4K
$325K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-613- 1.1% |
$15.9K - $17.9K
|
55.3K
$1.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-615- 1.21% |
$16K - $18K
|
50.2K
$1.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-710- 0.99% |
$18.4K - $20.7K
|
71.2K
$2.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-786- 6.86% |
$20.4K - $23K
|
10.7K
$335K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-810- 1.16% |
$21K - $23.7K
|
69.3K
$2.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.27K- 7.58% |
$32.9K - $37K
|
15.5K
$484K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.28K- 11.32% |
$33.3K - $37.5K
|
10.1K
$315K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 7.51% |
$33.5K - $37.7K
|
15.9K
$498K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-1.67K- 80.96% |
$43.4K - $48.8K
|
393
$12.3K
|
|
|
Jul 29, 2025
Q2 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-2.65K- 5.12% |
$68.8K - $77.4K
|
49.2K
$1.54M
|