Purchases and Sales Made in Q3 2025 in Innovator U.S. Equity Power Bu (PJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJAN) 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 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
10.3K+ 25.36% |
$451K - $470K
|
50.7K
$2.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
10.2KNew |
$449K - $468K
|
10.2K
$466K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.59K+ 33.38% |
$334K - $348K
|
30.3K
$1.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
4.7K+ 1.91% |
$207K - $215K
|
251K
$11.5M
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.95K+ 35.65% |
$173K - $181K
|
15K
$686K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.56KNew |
$156K - $163K
|
3.56K
$162K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.9K+ 0.78% |
$83.3K - $86.8K
|
245K
$11.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.05K+ 14.31% |
$46.1K - $48K
|
8.38K
$383K
|
|
|
Oct 14, 2025
Q3 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
809+ 0.42% |
$35.6K - $37.1K
|
192K
$8.75M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
265+ 0.48% |
$11.6K - $12.1K
|
54.9K
$2.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
71+ 0.42% |
$3.12K - $3.25K
|
17.1K
$782K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.02% |
$44 - $45.8
|
5.11K
$233K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-35- 0.22% |
$1.54K - $1.6K
|
16.2K
$739K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-75- 1.11% |
$3.3K - $3.44K
|
6.69K
$305K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-86- 0.65% |
$3.78K - $3.94K
|
13.1K
$598K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-146- 1.84% |
$6.42K - $6.69K
|
7.78K
$355K
|
|
|
Oct 23, 2025
Q3 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-156- 0.41% |
$6.86K - $7.14K
|
38K
$1.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-212- 2.08% |
$9.32K - $9.71K
|
9.99K
$456K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-449- 0.99% |
$19.7K - $20.6K
|
44.8K
$2.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-490- 0.93% |
$21.5K - $22.4K
|
52.1K
$2.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-500- 3.87% |
$22K - $22.9K
|
12.4K
$567K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-503- 3.09% |
$22.1K - $23K
|
15.8K
$719K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-549- 8.04% |
$24.1K - $25.1K
|
6.28K
$287K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-598- 2.73% |
$26.3K - $27.4K
|
21.3K
$972K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-614- 1.89% |
$27K - $28.1K
|
31.9K
$1.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-654- 2.85% |
$28.7K - $30K
|
22.3K
$1.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-766- 0.32% |
$33.7K - $35.1K
|
242K
$11.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-952- 2.35% |
$41.8K - $43.6K
|
39.6K
$1.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.1K- 0.82% |
$48.2K - $50.2K
|
133K
$6.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.21K- 21.98% |
$53.4K - $55.6K
|
4.31K
$197K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.17K- 6.14% |
$95.4K - $99.4K
|
33.2K
$1.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.69K- 7.77% |
$118K - $123K
|
31.9K
$1.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.74K- 4.5% |
$120K - $125K
|
58.1K
$2.65M
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-3.17K- 10.5% |
$139K - $145K
|
27K
$1.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-3.25K- 1.95% |
$143K - $149K
|
163K
$7.46M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-3.88K- 7.74% |
$171K - $178K
|
46.2K
$2.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-4.09K- 8.77% |
$180K - $187K
|
42.5K
$1.94M
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
SELL
|
- |
-4.44K- 2.77% |
$195K - $203K
|
156K
$7.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-6.28K- 25.66% |
$276K - $288K
|
18.2K
$831K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-8.58K- 2.65% |
$377K - $393K
|
315K
$14.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-9.35K- 2.16% |
$411K - $428K
|
424K
$19.4M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-11.1K- 14.84% |
$488K - $508K
|
63.7K
$2.91M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-13.5K- 15.4% |
$591K - $616K
|
73.9K
$3.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-32.2K- 25.46% |
$1.42M - $1.48M
|
94.3K
$4.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-38.5K- 50.81% |
$1.69M - $1.76M
|
37.3K
$1.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-185K- 94.29% |
$8.15M - $8.49M
|
11.2K
$512K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-659K- 84.16% |
$28.9M - $30.2M
|
124K
$5.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-858K- 61.14% |
$37.7M - $39.3M
|
545K
$24.9M
|