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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-820- 6.86% |
$27.4K - $31.2K
|
11.1K
$440K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-897- 5.93% |
$30K - $34.1K
|
14.2K
$562K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-917- 5.1% |
$30.7K - $34.9K
|
17.1K
$674K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-1K- 4.33% |
$33.5K - $38K
|
22.1K
$873K
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.08K- 18.7% |
$36.1K - $41.1K
|
4.69K
$185K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.17K- 3.39% |
$39.1K - $44.4K
|
33.3K
$1.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.17K- 7.12% |
$39.1K - $44.4K
|
15.3K
$602K
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-1.2K- 10.53% |
$40.2K - $45.6K
|
10.2K
$403K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.26K- 8.39% |
$42K - $47.7K
|
13.7K
$541K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.49K- 1.58% |
$50K - $56.7K
|
92.9K
$3.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.69K- 4.85% |
$56.5K - $64.2K
|
33.1K
$1.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.74K- 3.22% |
$58.3K - $66.2K
|
52.4K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.3K- 4.84% |
$77K - $87.5K
|
45.2K
$1.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.52K- 18.82% |
$84.4K - $95.9K
|
10.9K
$430K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.79K- 3.39% |
$93.3K - $106K
|
79.5K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.96K- 0.88% |
$98.9K - $112K
|
331K
$13.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-3.08K- 3.27% |
$103K - $117K
|
91K
$3.59M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.45K- 17.63% |
$116K - $131K
|
16.1K
$637K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.65K- 4.9% |
$122K - $139K
|
70.7K
$2.79M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.8K- 10.6% |
$127K - $144K
|
32K
$1.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-3.85K- 7.57% |
$129K - $146K
|
47K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-3.86K- 7.04% |
$129K - $147K
|
50.9K
$2.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-5.5K- 3.57% |
$184K - $209K
|
148K
$5.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-5.67K- 5.37% |
$190K - $215K
|
99.9K
$3.94M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.07K- 92.81% |
$203K - $231K
|
470
$18.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.36K- 12.37% |
$213K - $242K
|
45.1K
$1.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-7.21K- 15.6% |
$241K - $274K
|
39K
$1.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-9.69K- 11.44% |
$324K - $368K
|
75K
$2.96M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-12.5K- 49.34% |
$417K - $473K
|
12.8K
$505K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.7K- 11.38% |
$459K - $521K
|
107K
$4.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-13.8K- 66.68% |
$462K - $524K
|
6.89K
$272K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-14K- 27.24% |
$468K - $532K
|
37.4K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-15.2K- 69.59% |
$507K - $576K
|
6.62K
$262K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.7K- 8.19% |
$526K - $597K
|
176K
$6.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-16.2K- 29.41% |
$543K - $617K
|
39K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-17K- 4.31% |
$570K - $648K
|
378K
$14.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-20.3K- 41.93% |
$679K - $772K
|
28.1K
$1.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-21.3K- 2.11% |
$712K - $808K
|
989K
$39.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.9K- 78.72% |
$900K - $1.02M
|
7.27K
$287K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-29.5K- 6.95% |
$986K - $1.12M
|
395K
$15.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-40.2K- 79.78% |
$1.35M - $1.53M
|
10.2K
$403K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-41.6K- 1.12% |
$1.39M - $1.58M
|
3.67M
$145M
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-45.3K- 86.0% |
$1.52M - $1.72M
|
7.38K
$292K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-97.7K- 94.69% |
$3.27M - $3.71M
|
5.48K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-268K- 37.13% |
$8.98M - $10.2M
|
454K
$17.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-342K- 74.88% |
$11.4M - $13M
|
115K
$4.53M
|