Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
7.7KNew |
$293K - $306K
|
7.7K
$304K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.24KNew |
$199K - $208K
|
5.24K
$207K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.53KNew |
$96.1K - $100K
|
2.53K
$99.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.35K+ 25.22% |
$51.1K - $53.4K
|
6.68K
$264K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-17- 0.04% |
$646 - $675
|
42.5K
$1.68M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-100- 0.28% |
$3.8K - $3.97K
|
35.8K
$1.42M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-121- 0.64% |
$4.6K - $4.8K
|
18.9K
$745K
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-130- 1.16% |
$4.94K - $5.16K
|
11.1K
$439K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-210- 14.02% |
$7.98K - $8.33K
|
1.29K
$50.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-350- 1.85% |
$13.3K - $13.9K
|
18.6K
$734K
|
|
|
Oct 02, 2025
Q3 2025
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-400- 0.49% |
$15.2K - $15.9K
|
81.2K
$3.21M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-510- 3.34% |
$19.4K - $20.2K
|
14.7K
$582K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-621- 9.01% |
$23.6K - $24.6K
|
6.27K
$248K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-832- 0.83% |
$31.6K - $33K
|
99K
$3.91M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-876- 6.29% |
$33.3K - $34.8K
|
13K
$515K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1K- 1.79% |
$38.1K - $39.8K
|
55K
$2.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.31K- 5.36% |
$49.9K - $52.1K
|
23.2K
$915K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.62K- 2.33% |
$61.6K - $64.3K
|
68K
$2.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.03K- 1.41% |
$77K - $80.4K
|
142K
$5.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-2.15K- 4.44% |
$81.8K - $85.5K
|
46.3K
$1.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.17K- 19.35% |
$82.4K - $86.1K
|
9.04K
$357K
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-3.01K- 4.1% |
$114K - $119K
|
70.3K
$2.78M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-3.02K- 36.61% |
$115K - $120K
|
5.24K
$207K
|
|
|
Oct 10, 2025
Q3 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-3.06K- 8.11% |
$116K - $122K
|
34.7K
$1.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-3.2K- 6.81% |
$122K - $127K
|
43.8K
$1.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-3.39K- 29.78% |
$129K - $134K
|
7.98K
$315K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.88K- 12.59% |
$147K - $154K
|
27K
$1.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-5.44K- 3.09% |
$207K - $216K
|
171K
$6.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-12.1K- 8.16% |
$460K - $480K
|
136K
$5.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-24.4K- 2.46% |
$926K - $967K
|
965K
$38.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-30.3K- 19.13% |
$1.15M - $1.2M
|
128K
$5.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-112K- 89.95% |
$4.26M - $4.45M
|
12.5K
$495K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-130K- 11.24% |
$4.94M - $5.16M
|
1.03M
$40.6M
|