Purchases and Sales Made in Q1 2025 in Innovator U.S. Equity Power Bu (PFEB)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PFEB) during Q1 2025. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY POWER BU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-889- 6.92% |
$31.6K - $33.3K
|
12K
$444K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.3K- 2.97% |
$46.1K - $48.5K
|
42.4K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.32K- 10.9% |
$46.9K - $49.5K
|
10.8K
$401K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.45K- 31.64% |
$51.6K - $54.4K
|
3.14K
$117K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-1.5K- 43.51% |
$53.4K - $56.2K
|
1.95K
$72.5K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.51K- 4.14% |
$53.5K - $56.3K
|
34.8K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.74K- 11.69% |
$97.3K - $103K
|
20.7K
$769K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-2.83K- 2.92% |
$101K - $106K
|
94K
$3.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-3.04K- 25.25% |
$108K - $114K
|
8.99K
$334K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.05K- 37.87% |
$108K - $114K
|
5K
$186K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-3.1K- 34.96% |
$110K - $116K
|
5.77K
$215K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.42K- 11.0% |
$157K - $166K
|
35.8K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.43K- 9.11% |
$193K - $203K
|
54.2K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.54K- 43.55% |
$197K - $207K
|
7.18K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.9K- 2.02% |
$245K - $258K
|
334K
$12.4M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.5K- 24.19% |
$267K - $281K
|
23.5K
$873K
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-7.54K- 12.91% |
$268K - $282K
|
50.9K
$1.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-7.6K- 47.76% |
$270K - $284K
|
8.31K
$309K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-7.76K- 16.79% |
$276K - $291K
|
38.5K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-7.9K- 14.25% |
$281K - $296K
|
47.5K
$1.77M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-8.3K- 53.58% |
$295K - $311K
|
7.19K
$267K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-10K- 33.68% |
$355K - $374K
|
19.7K
$732K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-10.7K- 36.38% |
$381K - $401K
|
18.7K
$697K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-11.7K- 75.9% |
$415K - $438K
|
3.71K
$138K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.3K- 68.57% |
$685K - $721K
|
8.83K
$328K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-26K- 66.5% |
$923K - $972K
|
13.1K
$486K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-28.9K- 37.03% |
$1.03M - $1.08M
|
49.2K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-30.3K- 26.88% |
$1.08M - $1.13M
|
82.3K
$3.06M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-82K- 10.19% |
$2.91M - $3.07M
|
723K
$26.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-278K- 80.78% |
$9.86M - $10.4M
|
66K
$2.45M
|