Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
7.29KNew |
$213K - $227K
|
7.29K
$228K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
BUY
|
- |
6.8K+ 91.37% |
$199K - $211K
|
14.2K
$446K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.27K+ 26.11% |
$154K - $164K
|
25.5K
$798K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3.24K+ 54.72% |
$94.5K - $101K
|
9.15K
$287K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.17K+ 12.78% |
$34.1K - $36.3K
|
10.3K
$323K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
947+ 3.8% |
$27.7K - $29.4K
|
25.8K
$810K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
134+ 0.18% |
$3.91K - $4.16K
|
73K
$2.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
69New |
$2.01K - $2.14K
|
69
$2.16K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-254- 0.98% |
$7.42K - $7.89K
|
25.6K
$803K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-500- 6.63% |
$14.6K - $15.5K
|
7.04K
$221K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-527- 3.1% |
$15.4K - $16.4K
|
16.5K
$517K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.62K- 1.06% |
$47.2K - $50.2K
|
150K
$4.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-5.99K- 12.73% |
$175K - $186K
|
41K
$1.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-49.7K- 86.7% |
$1.45M - $1.54M
|
7.62K
$239K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-81.4K- 23.49% |
$2.38M - $2.53M
|
265K
$8.31M
|