Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
701K+ 154.36% |
$23.5M - $26.7M
|
1.16M
$45.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
499K+ 3816.62% |
$16.7M - $19M
|
512K
$20.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
217K+ 16.39% |
$7.27M - $8.26M
|
1.54M
$60.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
97.2K+ 352.78% |
$3.25M - $3.7M
|
125K
$4.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Guild Investment Management, Inc.
|
BUY
|
- |
83.3K+ 203.28% |
$2.79M - $3.17M
|
124K
$4.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
56.2K+ 63.94% |
$1.88M - $2.14M
|
144K
$5.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
45.5K+ 166.27% |
$1.52M - $1.73M
|
72.9K
$2.88M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
40.7K+ 63.34% |
$1.36M - $1.55M
|
105K
$4.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
32.8K+ 26.12% |
$1.1M - $1.25M
|
159K
$6.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
27.7K+ 106.94% |
$926K - $1.05M
|
53.5K
$2.11M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.8K+ 1.83% |
$697K - $792K
|
1.16M
$45.7M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.4K+ 13.06% |
$682K - $775K
|
176K
$6.97M
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
18.9KNew |
$633K - $719K
|
18.9K
$747K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
18.9KNew |
$632K - $718K
|
18.9K
$746K
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
17.3K+ 24.96% |
$579K - $658K
|
86.7K
$3.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12.1K+ 64.46% |
$404K - $459K
|
30.8K
$1.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
11.7K+ 7.1% |
$390K - $444K
|
176K
$6.95M
|
|
|
Aug 01, 2025
Q2 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
11.4KNew |
$380K - $432K
|
11.4K
$449K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.2K+ 44.47% |
$375K - $426K
|
36.4K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.9K+ 3.31% |
$365K - $414K
|
340K
$13.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
10.2KNew |
$340K - $386K
|
10.2K
$401K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.01K+ 4.23% |
$301K - $342K
|
222K
$8.77M
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
8.33K+ 40.88% |
$279K - $317K
|
28.7K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.26KNew |
$276K - $314K
|
8.26K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
7.14KNew |
$239K - $271K
|
7.14K
$282K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.96KNew |
$233K - $264K
|
6.96K
$275K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.53KNew |
$218K - $248K
|
6.53K
$258K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
5.5KNew |
$184K - $209K
|
5.5K
$217K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.38KNew |
$180K - $205K
|
5.38K
$213K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.34KNew |
$179K - $203K
|
5.34K
$211K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5K+ 23.11% |
$167K - $190K
|
26.6K
$1.05M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.1K+ 2427.81% |
$137K - $156K
|
4.27K
$169K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
4.01KNew |
$134K - $152K
|
4.01K
$158K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.99K+ 1.86% |
$133K - $152K
|
219K
$8.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.45K+ 4.98% |
$115K - $131K
|
72.7K
$2.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
3.05K+ 49.2% |
$102K - $116K
|
9.25K
$365K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.05K+ 60.94% |
$102K - $116K
|
8.05K
$318K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.69K+ 12.33% |
$89.9K - $102K
|
24.5K
$967K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.24K+ 77.35% |
$75K - $85.1K
|
5.14K
$203K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.2K+ 25.46% |
$73.6K - $83.6K
|
10.8K
$428K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.08K+ 29.51% |
$69.4K - $78.9K
|
9.11K
$360K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.04K+ 0.81% |
$68.1K - $77.4K
|
252K
$9.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.99KNew |
$66.7K - $75.8K
|
1.99K
$78.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.8K+ 10.51% |
$60.2K - $68.4K
|
18.9K
$748K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.77K+ 9.72% |
$59.2K - $67.3K
|
20K
$789K
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.66K+ 11.39% |
$55.6K - $63.2K
|
16.3K
$642K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.64K+ 5.24% |
$54.7K - $62.2K
|
32.9K
$1.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.62KNew |
$54.2K - $61.6K
|
1.62K
$64K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.57KNew |
$52.7K - $59.8K
|
1.57K
$62.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.44K+ 2.7% |
$48.3K - $54.8K
|
55K
$2.17M
|