Purchases and Sales Made in Q1 2025 in Innovator U.S. Equity Power Bu (PJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PJUL) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
291K+ 3898.65% |
$11.6M - $12.3M
|
298K
$12.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
105K+ 75.23% |
$4.18M - $4.43M
|
244K
$10.3M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
69.9K+ 50.24% |
$2.78M - $2.95M
|
209K
$8.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
64.9K+ 535.91% |
$2.58M - $2.74M
|
77K
$3.25M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49.9KNew |
$1.99M - $2.1M
|
49.9K
$2.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.9K+ 6.93% |
$1.79M - $1.89M
|
693K
$29.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
40.8K+ 3.59% |
$1.62M - $1.72M
|
1.18M
$49.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
33.2KNew |
$1.32M - $1.4M
|
33.2K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
30.4K+ 54.28% |
$1.21M - $1.28M
|
86.4K
$3.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
29.2K+ 3264.73% |
$1.16M - $1.23M
|
30K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
18.7K+ 106.9% |
$743K - $787K
|
36.1K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
18.2K+ 229.1% |
$724K - $767K
|
26.1K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.8K+ 90.81% |
$708K - $750K
|
37.4K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.4K+ 7.56% |
$694K - $735K
|
248K
$10.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
17.4K+ 3.12% |
$693K - $735K
|
575K
$24.3M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.7KNew |
$585K - $620K
|
14.7K
$620K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
12.7KNew |
$507K - $537K
|
12.7K
$537K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
11.5K+ 67.23% |
$456K - $483K
|
28.5K
$1.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
10.3K+ 8.65% |
$411K - $435K
|
130K
$5.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.84K+ 42.23% |
$392K - $415K
|
33.1K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
9.52K+ 72.51% |
$379K - $402K
|
22.7K
$955K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.22KNew |
$367K - $389K
|
9.22K
$389K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
8.86K+ 810.99% |
$353K - $373K
|
9.95K
$420K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
7.78K+ 25.08% |
$310K - $328K
|
38.8K
$1.64M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.58K+ 18.23% |
$302K - $319K
|
49.1K
$2.07M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
6.89K+ 55.5% |
$274K - $291K
|
19.3K
$814K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.52KNew |
$260K - $275K
|
6.52K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.45K+ 18.54% |
$257K - $272K
|
41.2K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.63KNew |
$224K - $237K
|
5.63K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.12KNew |
$204K - $216K
|
5.12K
$216K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.27K+ 0.5% |
$90.5K - $95.9K
|
457K
$19.3M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.27K+ 665.98% |
$90.4K - $95.8K
|
2.61K
$110K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.69KNew |
$67.1K - $71.1K
|
1.69K
$71.1K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.42K+ 0.96% |
$56.5K - $59.8K
|
150K
$6.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.14K+ 6.45% |
$45.2K - $47.9K
|
18.7K
$790K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.1K+ 7.53% |
$43.8K - $46.4K
|
15.7K
$662K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
897+ 0.46% |
$35.7K - $37.8K
|
194K
$8.19M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
777+ 9712.5% |
$30.9K - $32.8K
|
785
$33.1K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
738+ 14.23% |
$29.4K - $31.1K
|
5.92K
$250K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
730+ 0.49% |
$29.1K - $30.8K
|
149K
$6.3M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
611+ 250.41% |
$24.3K - $25.8K
|
855
$36.1K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
595+ 5.05% |
$23.7K - $25.1K
|
12.4K
$522K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
338+ 0.19% |
$13.5K - $14.3K
|
174K
$7.33M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
313+ 1.22% |
$12.5K - $13.2K
|
26.1K
$1.1M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
252+ 1.37% |
$10K - $10.6K
|
18.6K
$786K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
211+ 12.46% |
$8.4K - $8.9K
|
1.91K
$80.3K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8New |
$318 - $337
|
8
$337
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-7- 0.03% |
$279 - $295
|
21.8K
$918K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10- 0.02% |
$398 - $422
|
43.2K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-13- 0.03% |
$518 - $548
|
46.2K
$1.95M
|